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in this short video we will show you how to add client accounts and how to use client account templates in the Interactive Brokers account management application before you can trade for your clients you must first add them to your advisor account you can do this by sending an email invitation to the client to start an application and configure client fees the client completes an account application including funding the account and configuring trade permissions and subscribing to research and market data now there are two types of client applications fully electronic and semi electronic for the fastest processing fully electronic lets you send an email invitation to your client who completes your application online you can also create client account templates to save and reuse information in new client account applications in a semi electronic application you complete an application online print it for the client signature and then send it back to IB to initiate a client invitation email login to account management click manage clients click and link accounts create and new click client invitation in the fully electronic application row select the type of application for your client protract this is a full account application for individual joint IRA trust and small business clients who want to trade stocks options futures Forex bonds mutual funds and CFDs if you select protract you will be asked to set client fees next selection is IB fast-track u.s. non pro template this is a short application for individual joint and IRA clients who want to trade only stocks in their country of legal resident next you'll see client account templates the benefit of using a client account template is that portions of the client application such as base currency and margin account type will be pre-populated we'll walk through how to create these client account templates shortly in this example I will select protract next you want to specify client fees for the new protract account no fee or choose among the several methods of a automatic billing and click continue enter the name and email address of the client and click continue to send the client the application invitation an email invitation will be sent to the client inviting him or her to complete an account application electronically the client application will automatically be associated with your adviser account for clients who need some assistance completing an application or if you prefer to meet with your clients for a personal touch you work with your client to complete a semi electronic application and this process is completely electronic up to the point at which the client reviews completes and signs the application to start a semi electronic application log into account management click manage clients click and link accounts create and new click electronic client application select individual as the account type and click continue complete the application online at the top of the page you'll see a timeline of application steps at the end of the process you will print the application for your client including disclosures to review and complete the deposit instructions and the security questions and answers section the client then signs the application and sends it to IB account processing at new accounts at Interactive Brokers comm the process of adding new client accounts can be simplified by creating client account templates the client account templates contain information common to multiple client applicants common information includes customer type base currency trading permissions and more once you have created client account templates you can quickly and conveniently add new client applications without having to re-enter the common information to create a client account template for advisor clients click manage clients click and link accounts client account template in the pic template list click create enter the template name and select customer type base currency funding type and margin account type select the trading permissions by country or by product by clicking the appropriate checkbox and then click continue complete the investment objectives and intended purpose of trading investment experience and financial information sections on the next page you can skip any individual section on this page by clicking the skip button or you can omit all of this information from the client account template by clicking skip all at the bottom of the page click continue to go to the next page back to go back to the previous page or delete to delete the current template next configure client fees no fee or client fees automatic billing calculated fee is automatically billed to the clients account for advisors can also charge commissions as well as minimum monthly fees to their own master account instead of to their client accounts when you're finished click continue verify that all the information the client template is correct and then click Save any information is incorrect just click back then modify the information as required when you begin the process of adding a new client account using a fully electronic application you will be able to select your saved client account template from the pick list after picking a template just enter the name and email address of the applicant and the advisor client invitation will be sent for more information see our account management or advisor getting started user guides thank you for watching this short video for more IB videos subscribe to our Ivey YouTube channel