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Create Linked Account

This page lets you create new accounts that are linked to your account. New linked accounts have the following characteristics:

• You can access all of the linked accounts in Account Management using a single user name.
• You can create multiple linked accounts.
• Once you create a linked account and log into Account Management, you can perform any action, such as modify trading permissions or transfer funds, for a specific linked account.
• Linked accounts must be separately funded.
• Market data fees are charged once for linked accounts under a single username rather than charged separately for each linked account (market data subscriptions are charged per terminal/computer). However, additional users will be charged separate market data fees.
• You can access linked accounts using a single user name in Trader Workstation, WebTrader and IBKR Mobile solutions.

Who can access the Create Linked Account page?

You can access this page if you are a(n) :

• Individual, Joint, Trust and IRA Account User with a single account or multiple accounts.

To create and link to an additional account

1. Click Manage Account > Add or Link Accounts > Create Linked Account.

2. Select the type of account that want to create from the Additional Account Type drop-down: Individual, IRA or Joint. If you select Joint, you are prompted to select the type of Joint account (Joint Tenants with Rights of Survivorship, Community Property or Tenants in Common).
3. Click Create New Linked Account. An abbreviated account application opens at the Trading Qualifications page.
4. Complete the account application for the new account.

If for any reason you must log out of the new account application, you can finish it later and complete the linking process. You must either complete the new account application or delete it before you can create and link another account.

To de-link a linked account, you must close the linked account. Select Close an Account in the Manage Account > Account Settings menu to close the linked account.

When the new account is activated and open, it will be linked to your original account. You will be able to log into Account Management and any of our trading platforms with a single username. In Account Management, you can switch between accounts using the Account ID display at the bottom left of the screen.