How to upgrade from FFA to FA

After getting the proper advisor qualifications, FFA (Friends & Family Advisor Accounts) can upgrade to FA (Financial Advisor Account), which means advisors can upgrade from a non-professional to a professional account.

1. Individual FFA 

Individual FFAs can upgrade to individual FA but cannot change from individual to organizational advisor.

2. Organizational FFA 

Organizational FFAs can upgrade to organizational FA but cannot change from organizational advisor to individual advisor.


Instructions to upgrade from FFA to FA

Please use your IB FFA account's user name and password to log in to IB Account Management

Click Manage Account > Account Information > Advisor Qualifications


If you need to make further changes, click Back, then make corrections before submitting.