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Initiate an Email Invitation to the Client

As the Broker Master, you add a client account by sending an email invitation to the potential client, who is then required to complete the application online.

To send a client invitation email

1. Log in to Account Management.
2. Select Manage Clients > Accounts > Create > New.
3. Click Client Invitation for to send an invitation to initiate a fully electronic application process for a client.

You can also select Electronic Client Application to initiate a semi-electronic application. For this type of application, you complete the application electronically, print out a paper copy for the client to sign, then send the signed application to us for processing.

4. Enter the name and address of the applicant, then click Continue to send the client application invitation.
5. An email invitation is sent to the client inviting them to apply for an account at IB, with a link to the application start page.

For more information

• For more details, see Add an Account in the Account Management Users’ Guide.