We recommend that a senior member of your firm's compliance group complete this account application. After account approval, you will be able to link your firm's employees who have IBKR accounts, and invite those employees who do not have IBKR accounts to complete Individual Account Applications. The compliance officer name and contact information indicated in your application will be provided to your employees for any follow-up questions.
Interactive Brokers onboarding support includes assistance with bulk uploading of employee accounts, documentation, permissioning, and employee communications. Please contact your Interactive Brokers representative to learn about additional Onboarding Support capabilities.