Don't have an IBKR account yet? Open one with our Plutus IBKR Application, which links to Plutus automatically. See How do I create a new IBKR account for Plutus?

Quick steps

Log in to the IBKR Client Portal and select the profile icon at the top right.
Select Settings.
Under Account Configuration, select Manage Account Linking.
Choose Create a New Linked Account That Will be Managed by an Advisor/Broker (recommended), then select Continue. The Detailed Walkthrough below explains the other options.
Enter our advisor details exactly as shown, then select Continue and finish any steps IBKR shows.

Advisor/Broker Account ID: F22103313

Advisor/Broker Account Title: Namsoft Advisors LLC

Account Requirements

You must have an Interactive Brokers Pro account.
You must have the correct trading permissions enabled.
Your account must be located in a country supported by Plutus.

If you run into any issues linking, please reach out to our team using the chat on our site.

Detailed Walkthrough

Step 1: Log in to IBKR

Step 2: Select Settings

Choose Settings from the menu.

Step 3: Open Manage Account Linking

Under Account Configuration, select Manage Account Linking.

Step 4: Choose a linking option

IBKR shows four options. Here is what each one means for Plutus.

Option 1 (recommended): Create a New Linked Account That Will be Managed by an Advisor/Broker. Opens a new, empty IBKR account managed by Plutus. Transfer funds into it to get started. Your current account stays as it is.

Option 2: Link my Existing Account to an Advisor/Broker. Links your entire account to Plutus. Choose this if you want Plutus to run the whole account and you will not hold personal investments or trade in it.

Option 3: Link My Existing Account to an Administrator. Not used for Plutus. Skip this option.

Option 4: Divide My Account into Two Partitions, One of Which Will Be Managed by an Advisor. Splits your account into two partitions, with one managed by Plutus. An alternative to creating a new linked account.

Select the option you want, then select Continue. Most people choose the first option.

Step 5: Enter our advisor details

Enter our details exactly as shown, then select Continue and finish any steps IBKR shows.