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Advisors Getting Started Guide

Getting Started as an Advisor

This Getting Started guide provides an overview of the tasks you will want to complete as a new IBKR Advisor. This guide is designed as a reference for new users and comprises a very small subset of the information and features available to you through IBKR.

The guide assumes the following:

• That the Master account has been approved and funded.
• That you are the Advisor master.
• That you opened a trading account for your own personal trading.

Must Consider:

• Understand how to Log In to the Advisor Portal
• Activate your Secure Login System device
• Understand the process and timing of account funding, including:
• Master Account Funding
• Trading Account Funding
• Initial Funding for Client Accounts
• Add and manage client accounts:
• Add Client Accounts
• Specify Client Fees
• Set Trading Permissions
• View Client Account Funds Status
• Use the Dashboard to view and manage client accounts
• Link Client Accounts
• Add Client Templates
• Trade:
• Subscribe to Market Data
• Log in to TWS
• Add Market Data Lines
• Define Allocation Groups and Methods
• Trade and Allocate for Clients
• Use Real-time Activity Monitoring
• Familiarize yourself with activity statements and other features of our reporting system

May Want to Consider:

• Opening a Paper Trading Account
• White Branding
• Enabling Additional Traders
• Additional Advisor Authorizations
• Customer Activity Monitor
• Money Managers
• Investors' Marketplace
• Adding Administrators