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Link to a New Account

Trading Term

A way to link your account to another IBKR account. In this type of account linking, you are linking to a new account so you initiate a new account application. Once you complete the application and the new account is open, both accounts will be accessed using a single username and password. Once you create a linked account and log in to Client Portal, you can perform any action, including modifying trading permissions or transferring funds for a specific linked account. Linked accounts must be separately funded. In addition, market data subscriptions are charged once for linked accounts rather than charged separately for each linked account (market data subscriptions are charged per terminal/computer).You can also access linked accounts using a single user name in Trader Workstation, WebTrader, MobileTrader and iTWS.

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