Invite and Link New IB Brokerage Account
Compliance Officers use the Link New Employees page to send a link to any employee who would like open a new Interactive Brokers account. When the employee completes the account application and the account has been activated and is open, it will automatically be linked to the EmployeeTrack account.
To send a link to an employee to open a new IB account
- Log into EmployeeTrack Management, click Manage Employees > Link Employees > Invite and Link New IB Brokerage Account.
- Copy the hyperlink on the page and paste it into an email to the employee who wants to open a new IB account. The hyperlink is unique to your EmployeeTrack account.
When the account has been activated and is open, it will automatically be linked to the EmployeeTrack account
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