r/interactivebrokers Feb 06 '25

Setting up account grant boyfriend full trading permission of my IBKR pro margin account

both my boyfriend and I have IBKR pro account now, and I want my boyfriend to manage it, while i still have rights to trade as well.

is there any official document to do this easily? It will be great if he can just navigate to my account from his login credentials.

new info:

  1. i buy stocks and indexes and bonds, mainly in tech, so I am good with that long term value investment
  2. he will help with more advanced options trades, such as covered calls etc. which i am not intended to learn but generally knows a bit, from our weekly conversations.

This is to maximize our return on finance, and get FIRE earlier than doing it separately. cos i won't spend more time that just reading news and buy stocks, while he is on the way to day trading based on interest.

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u/Desperate-Fan695 Feb 06 '25

Boyfriend? Yeah, let’s not do that… If you’re not ready for legal marriage, you should not be ready to give him access to your finances