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If I have an Interactive Brokers account not linked to AIE, how do I link this?

A
Written by Andrew Gibbs
Updated this week

Please follow the steps below. Or download the attached instruction sheet to assist you.

Managing your Interactive Brokers (IB) account includes actions like linking, delinking, or relinking to brokers such as Wealth Magnet P/L to ensure proper account configuration.

  1. Login to www.interactivebrokers.com.au

  2. Click Login, then Portal Login

  3. Once logged in, click the person outline
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  4. Click Settings
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  5. Navigate to Account Configuration and click Manage Account Linking
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  6. Click link me existing account to an Advisor/Broker and continue

  7. Advisor/Broker Account ID -I7841423 (please note, the first digit is a capital ‘i’ not a number 1.)
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  8. Enter the Advisor/Broker account Title – Wealth Magnet P/L as CAR of Grange Financial Services Pty Ltd
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  9. You will receive a pop up asking you to verify your identity
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  10. Follow the instructions on the pop up and submit.
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If you still have any questions please feel free to contact [email protected] For assistance with delinking, linking, or relinking your account, feel free to reach out with specific details of your issue for targeted help.


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Attachment icon
Link-Your-Existing-IB-Account.pdf
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