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Link Existing Account

This page lets you link your multiple IB accounts under the single username and password associated with your account, including accounts that are managed by an Advisor or a Broker. Once these accounts are linked, you will be able to access Trader Workstation, WebTrader, IBKR Mobile solutions and Account Management for any of the linked accounts using a single username and password. 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).

Guidelines for Linking Existing Accounts

Observe these guidelines when linking accounts in this way:

• To request a link to an existing account, you must have an IB Secure Login System security device.
• The email addresses, account titles, tax IDs, legal IDs and physical addresses associated with the accounts you want to link must be the same.
• You must link ALL accounts associated with you. You cannot link a subset of accounts.
• Once the accounts have been linked, the unique usernames and passwords for the accounts to be linked with this account will no longer function. The username and password associated with your account will function for all inked accounts.
• Once the accounts have been linked, the highest level security device among the linked accounts will automatically become the active security device.
• If you begin a new account application for an existing matching account, you will be asked to link the accounts.
• We will link these accounts on Fridays.

Advisors and fully disclosed brokers can link existing individual and joint client accounts on the Manage Clients > Accounts > Link Existing Accounts page.

Three-level account linking is also supported as follows:

• An existing individual account holder can link to an existing second-level Advisor or a second level Multiple Hedge Fund Investment Manager in a three-level Advisor or Fully Disclosed Broker account.
• An existing Advisor or Multiple Hedge Fund Investment Manager with clients can link to a top-level Advisor or a second level Multiple Hedge Fund Investment Manager in a three-level Advisor or Fully Disclosed Broker account. In this scenario, the entire Advisor/Hedge Fund account structure, including all of the existing client accounts, get moved to the three level account structure and all clients whose accounts are moving must sign agreements before the linking can be completed.

Who can access the Link Existing Account page?

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

• Individual, Joint, Trust or IRA Account User with multiple accounts
• Individual, Joint, Trust or IRA Account User with a stand-alone account AND an Advisor- or Broker-managed account.
• Friends and Family Group Client User
• Fully Disclosed Broker Client User
• Advisor Client User Individual (not Organization)

To link your account to an existing account

1. Log into Account Management with your username and password, then enter the codes from your Secure Login Device as instructed on the login screen.
2. Click Manage Account > Add or Link Accounts > Link Existing Account.

The page lists all of your current accounts that are eligible to link, along with their usernames and current Secure Login Device . When you link these accounts, the unique username and password associated with your other accounts will no longer function; you will access all accounts with a single username and password.

3. Click the radio button next to the account whose username you want to use for all linked accounts. This will be the username you use to log into Account Management and our trading platforms.
4. Click Link Accounts.
5. A series of pages appears to prompt you to enter the username and password for each account to be linked, followed by additional authentication using your Secure Login device.

6. After you have entered the username, password and authentication values for each account to be linked, a screen appears that compares the individual and financial information that you maintain for the accounts to be linked. If any information between the two accounts to be linked is not the same, edit that information directly on the compare screen so that the information in both accounts matches.
7. Click Continue.
   A screen appears confirming your request. If you wish to cancel your link request, click the here link on the page.
   

Once your accounts have been linked under your single username and password, you can perform Account Management tasks for any linked account by logging into Account Management under your username and password, then selecting one of the linked accounts.