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.