How do I share my IB account with others?
Enter the email address and set a password for the shared account.
Introducing Broker can choose whether to share their account data, IB report data and funds permissions. Toggle "Enabled" to activate sharing, then click "Confirm".
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Accounts data: View account data pages (IB Accounts, Recently Opened Accounts, Multi-Level IB - Client). The data will be hidden if permission is not allowed.
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IB report data: View IB data pages (Dashboard, Multi-Level IB - Account). The data will be hidden if permission is not allowed.
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Funds permission: Operate IB funds (Apply For Rebate, Transfer Rebate, Withdraw Rebate), View rebate (Rebate report, Balance, and Funds records). Operations cannot be performed if permission is not allowed.