Steve2 Elite    Posts: 750 Joined: 10/11/2012 Location: Annapolis, MD  User Profile | Here's my question to IB and their response. Question: I have three IB accounts under a single registration. I would like to link one of these accounts to an Investor's Marketplace broker (Gar Wood). However, when I go through the linking process, the only option presented to me is to link all three accounts. So, my question is, when you have multiple accounts under a single registration, is it possible to link only a subset of those accounts to a broker? If so, how is it done? IB Response: The linking process to an advisor is an all or none process. You cannot simply select one account to be linked to an advisor. You would need to contact the advisor to open a separate managed account. So, it would appear that if you have multiple existing IB accounts under a single registration, you would need to open a separate account through Gar Wood and then transfer assets from one or more of your existing accounts to the new Gar Wood account. But when Gar Wood says (above) that they have the ability to dup a client account maybe they have some way of automatically doing the asset transfer. Not sure what duping a client account means. Steve [Edited by Steve2 on 8/1/2016 10:47 AM] | |
