Profile

Instructions

The Profile(s) panel on the Account Settings screen shows a list of all user profiles for the current account. Profiles let you modify information for individuals or entities associated with your account.

You can modify the following information:

  • Name
  • Date and country of birth
  • Residential Address or Principal Place of Business Address

  • Country of Legal Residence

    Note: You may change the Country of Legal Residence and remain in the same IB Entity as long as the new Country of Legal Residence is not considered a prohibited country.

  • Marital status
  • Number of dependents
  • Account association
  • Phone numbers
  • Employment information
  • Tax Identification Number

User profiles are different from users that you add to your account through the Users and Access Rights process.

The Profile(s) panel lets you:

 

Additional Resources