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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 IB 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 15 (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.
 
In each case, the additional user will be assigned a unique username which is required for log in both to Account Management 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 Account Management.
  2. Select the Account Administration and then User Access Rights menu options.
  3. Click on the 2nd User link next to the account holder's name.
  4. You will be presented with the Add New User and Access Rights page where you will need to specify the first five characters of the new user name and the password you wish to use for that particular user name. As this user is intended to be accessed solely by the existing account holder, it will have access to all Account Management functions (i.e., Account Administration, Funds Management, Report Management, Trading Access and User Management.
  5. Click on the Continue button.
  6. Verify details and click on the Continue button.
  7. The account holder will then need to log into Account Management under the new user name.  At that point a token confirmation number will sent to their email for the purpose of creating a new password.
  8. Please note user add requests are subject to processing which, after the above steps have been completed, may take up to 2 business days prior to access being provided. 

IMPORTANT NOTES:

1. In accordance with market data vendor requirements, the account will be assessed a separate market data subscription fee for each user account added.  In addition, user account market data subscriptions are tied to and cannot vary from that of the account holder.

2. Account holders may delete a 2nd user account by clicking on the delete link next to the user name located within the Account Administration and then User Access Rights menu options.

Links: 
Account Management