There are three situations where you, as the RIA, will have to invite a new client to open a brokerage account outside of TradingFront.
- The brokerage account type is not supported by TradingFront's white-label onboarding
- Non-US country of legal residence
- You are a Friends & Family Advisor (FFA)
Below are the steps.
Inviting a client
Please log in to your IB Account Management: https://ndcdyn.interactivebrokers.com/sso/Login?RL=1. The user name is your F-account user name with Marsco/IB (NOT your TradingFront portal user name. It is the one you used in your Marsco/IB master account application). If you do not remember your F-account user name with Marsco/IB, please contact firstname.lastname@example.org.
Click the "SEND APPLICATION INVITE"
2. Click client invitation for a fully electronic application.
3. Type in your client's name and email
4. Continue without using fee template
5. Specify the management fee
6. Review and send
Set up TradingFront access for this client
Once this account is approved by the custodian, TradingFront will automatically capture this account.
You, as the advisor, can set up the TradingFront login for this client under "Clients/Client Setup." Any clients you see in this tab are the clients who do not currently have access to TradingFront unless you set it up for them.
If this brokerage account application is for a client who already has TradingFront access, please contact us to add this brokerage account to this client's TradingFront login. If the email address is the same in the new application as this client's current TradingFront login, we will automatically add this brokerage account to this client's portal.