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Account Alias

The Manage Clients > Account Alias page lets a master user define aliases for client/sub/fund accounts. To define an Account Alias for your own master account, use the Account Alias page in the Manage Account menu. If you create an account alias, it will appear on your account statements and if your an Advisor Master, the account aliases will also be reflected in IB TWS.

Who can access the Account Alias page?

You can access this page if you are a(n):

• Advisor Master User
• Broker Master User
• Investment Manager Master User

To define an account alias

1. Click Manage Clients > Settings > Account Alias.
2. Use the Account Selector to search for client or sub accounts by Account ID, Account Title or Account Alias, then click the check boxes next to each account for which you want to create an account alias. Click Select Accounts to load the Account Alias page with your selected accounts.

To select different accounts on these pages, click the Account Selector tab, click Reload Accounts in the Account Selector to clear your selections, and then select different accounts.

3. Type the account alias in the Account Alias field for each selected account, then click Continue.

The page refreshes and displays a confirmation message.