Resources

We are ecstatic that you are making the move! We just need you to complete a few small steps.

Do you already have a financial advisor linked to your account? Follow these instructions to switch to Censible. If you don’t have a current advisor, follow the instructions below.


Add Censible as your advisor on your existing Interactive Brokers account

  1. Log into your Interactive Brokers account.
  2. Go to Manage Accounts.
  3. Select Add or Configure Accounts.
  4. Select Move, Link or Partition an Account.IB Advisor IDs.IB Advisor IDs
  5. There are three options available for linking your account. Select the one that you prefer.
  6. At the bottom of the page, enter the Advisor ID: F1612452.
  7. Add the Advisor Account Title: Censible.IB AdvisorsIb Advisors
  8. Type in your name to sign the IB agreements and click Continue.
  9. Interactive Brokers will email you a confirmation number for security. Enter the number you receive and click continue. You are all set!

Please email [email protected] if you have any issues or questions.


Switch from your current Financial Advisor to Censible on your existing Interactive Brokers account.

  1. Log in, download the Change Advisor Form and sign the document.
  2. Email the electronically signed form to [email protected]interactivebrokers.com at Interactive Brokers. There is no need to add any additional information, just be sure to use the same email address that you are currently using with your existing advisor. If you don't remember which email you used, or don't like electronic signatures, you can always print the Change Advisor Form, sign it, and fax it to 312.984.1017.
  3. That's it. You should have a Censible account within the next few days. Pretty painless, right?

Please email [email protected] if you have any issues or questions.