Create a separate user login on IB

By creating a separate user login, it allows you to have simultaneous access to your trading account from different devices or applications.

  • Login IB Client Portal, click "Settings" under My Investments Account
  • Click "Users & Access Rights"
  • Click "+" to add new user
  • Create new user's credentials
  • Enable access for the new user and submit.
  • New user must log into the IB Client Portal to confirm email address and change password. It may take 1 day to process
  • Now you have 2 sets of user login. Please use one for copytrade connection and another for monitoring in other device.