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How do I share my IB account with others in PU Prime?

IBs can share access to their IB Portal with others by creating a shared account and setting the required permissions. The shared account can be granted access to account data, IB report data, and funds-related functions based on the selected permissions.
 

Share IB Account
  1. Log in to your IB Portal.
  2. Click IB Profile to access your IB account sharing settings.

     

  1. Enter the email address of the person you want to share the account with and set a password for the shared account.
     
  2. Select the permissions you want to grant by toggling Enabled for the applicable options:
    - Accounts Data: Allows the shared account to view account data pages, including IB Accounts, Recently Opened Accounts, and Multi-Level IB - Client.
    - IB Report Data: Allows the shared account to view IB data pages, including Dashboard and Multi-Level IB - Account.
    - Funds Permission: Allows the shared account to operate IB funds, including Apply for Rebate, Transfer Rebate, and Withdraw Rebate, as well as view Rebate Report, Balance, and Funds Records.
     
  3. Review the selected permissions and click Confirm to activate the shared account.
     
  4. Once confirmed, the shared IB account will be activated with the selected permissions, allowing the designated person to access the permitted account data, IB reports, and funds-related functions.
 
 
Important Information
  • The total number of shared IB accounts is limited to 10.
  • Data or functions will not be available to the shared account if the corresponding permission is not enabled.
  • Funds Permission allows the shared account to perform IB fund operations. Only enable this permission when the designated person is authorised to manage IB funds on your behalf.

 

Troubleshooting
  • Unable to access certain account data or reports: Check that the corresponding Accounts Data or IB Report Data permission is set to Enabled.
  • Unable to perform IB fund operations: Check that Funds Permission is enabled for the shared account.
  • Unable to create a new shared account: Check whether the maximum limit of 10 shared IB accounts has been reached.