• All Files

 

Manage Employees

This chapter describes the functions available in the Manage Employees menu. The chapter includes the following topics:

• View - View and take action on active accounts and pending and rejected account invitations.
• Link Employees - Link employees with existing IB brokerage accounts, link employees who want to open new IB brokerage accounts, and create and upload a mass employee file to link to multiple employees at once.
• Trading Restrictions - Restrict employees from trading specific symbols.