IB Change Request via Client Portal

In order to place your account under an IB, please login to your **Client Portal** and go to **Profile**–>**IB Change Request**.

Select **Change IB** and then enter the **IB number** and **email address** of the IB that you wish to place your account under.

You will also need to **click on the checkbox** to confirm that you accept the rebate structure of the IB and then press **Continue**.
Once your request has been processed, you will receive an email confirmation.