Administrators are users who have registered with Interactive Brokers for the purpose of performing third-party administration such as reporting for other accounts. Administrators open their own accounts and you can shop for Administrators in the Administrator Marketplace.
An Administrator account applicant completes the Administrator registration process. Information entered into the application is added to the Administrator Marketplace upon account approval.
The Administrator logs into Account Management and modifies his or her Marketplace information if necessary.
You open the Administrator Marketplace in Account Management to search for an Administrator.
You select an Administrator in the Marketplace and a request is sent to the Administrator.
You can also link directly to a selected Administrator by entering the Administrator's account number.
The Administrator is notified of the linking request and accepts (or rejects) the request in Account Management. Once accepted, the Administrator is linked to the requesting account.
You assign client accounts to the linked Administrator.
For more information
To learn more about Administrators, see Administrators in the Account Management Users' Guide.