Create

The Create menu includes the following pages:

New (Add Client Account) - Advisor Master Users, Broker Master Users and Investment Manager Master Users can add client, sub and fund accounts.
Duplicate - Advisor Master Users, Broker Master Users and Investment Manager Master Users can request up to five duplicate accounts for an existing client account.
Client Account Templates - Advisor Master Users, Broker Master Users and Investment Manager Master Users can create templates to save and re-use application information for new client/fund accounts.
Open IB Asset Management accounts for Advisor clients - Advisors can connect their clients to Interactive Advisors Money Managers for the purpose of investing in Interactive Advisors Smart Beta Portfolios.