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Existing IB Brokerage Accounts

The Existing IB Brokerage Accounts page lets you link an employee’s IB account to EmployeeTrack. You link an employee by entering employee information on the Existing IB Brokerage Accounts page, then sending an email invitation to the employee to join EmployeeTrack. Once the employee accepts the invitation, his or her account is linked. You can set up and automatically transmit daily reports on all employee IB accounts to your legal department to ensure ongoing compliance with in-house and external reporting requirements.

When you first log into EmployeeTrack Management, you link employees as part of the setup process. Over time, however, you will need to link new employees’ existing IB accounts and existing employees’ new IB accounts.

You can also link multiple employees’ existing IB accounts by creating then uploading a Mass Employee Upload file.

To link an employee to EmployeeTrack

1. Click Manage Employees >Link Employees > Existing IB Brokerage Accounts. The Existing IB Brokerage Accounts page opens.

2. Enter the employee’s first name, last name, IB account number, email address, and optional Employee Reference ID in the fields provided. Select an Employee Relationship from the drop-down list.
   
   The first and last name and account number you enter MUST match the existing information in the employee’s IB account.
3. Click Send Invitation. The employee clicks the link provided in the email to log into Account Management for his or her IB account. The EmployeeTrack Activation page opens.

The employee must click Accept on the EmployeeTrack Activation page for his or her IB account to be linked to EmployeeTrack.

Once the employee accepts the invitation, his or her IB account will appear in the list of Active Employee Accounts in EmployeeTrack Management.

For more information

• Users' Guide