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Adding a second user for an individual account holder

Overview: 
Individual account holders have the ability to add multiple users to their IBKR account. The account holder may wish to add a second user registered under their own name for the purpose of opening two TWS sessions simultaneously (one for normal access and the other for connecting via an API). The account holder may also provide access to up to 5 (non-employee) individuals, such as a family members, pursuant to a Limited Power of Attorney agreement. In addition, each of these individuals may also be provided with a second user access. A second user of an account cannot be provided with funding rights. All other power of attorney users may have funding access if granted by the account holder.
 
In each case, the additional user will be assigned a unique user name which is required for log in both to Client Portal and the trading platform of choice. Procedures for adding a second user account for access by the existing account holder are outlined below (search KB1001 for procedures for adding non-employee users).
 
Background: 

Procedures for adding a second (account holder) user are as follows: 

  1. Log into Client Portal.
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Manage Account.
  3. The Users & Access Rights panel is displayed to the right in the Configuration column and shows all of the users that you have added to your account.
  4. Click the Configure (gear) icon to open the Users & Access Rights screen.
  5. Click on the Add "+" icon next to Users. You will be presented with the Add Users page where you will need to specify the new user name and the password you wish to use for the new user name. 
  6. Select Yes for the secondary user, since you are creating this user as a secondary username.
  7. Click on the Continue button.
  8. Verify details and click on the Continue button.
  9. If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click Continue. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
  10. Click OK to save the new user, which the primary account holder can now use as a secondary username.

 

IMPORTANT NOTES:

1. In accordance with market data vendor requirements, market data services are user-specific and any username subscribed will be assessed a separate market data subscription fee.

2. Account holders may delete a 2nd user account by clicking on the Delete link next to the user name located within the Users & Access Rights section.

 

Links: 
Account Management