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Client Account Details

As Broker with fully disclosed clientsnon-disclosed clients, you can view the details of any of your client accounts in from the Dashboard in Account Management. Access account details for any open, pending, closed or rejected client account by clicking Manage Clients > Dashboard, and then clicking any client account on any tabbed page in the Dashboard.

On the Client Account Details page, you can:

• Drill down to account details for any client account.
• View pending items for a client account.
• Edit account alias, broker fees, and other settings for a client account.
• Run activity statements and PortfolioAnalyst reports for a client account.
• Print client account details.
• Delete an application for a pending client account.
• Generate a PDF version of the client account application.
• View all registration tasks for a client account.
• Edit Registered Representatives.
• Approve or reject pending client applications and pending client options trading permissions if you have enabled Client Approvals.
• View a client's Social Security Number, Passport Number and Driver's License IF you use two-factor authentication (Secure Login Device or the IB Key digital security app on an iPhone) to log into your account. If you do not use two-factor authentication to log into your account, you will not be able to see this information.

Quickly return to the main Dashboard page by clicking your master Account ID in the breadcrumb link located in the middle of the top of the page.