CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 78% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
Follow this simple procedure to link your individual account to an Introducing Broker like WH SelfInvest.
1. Log in to the Account management with your login details.
2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
3. Under Account Settings find the Account Configuration section.
4. Select Manage Account Linking
5. Select the radio button next to Link my Existing Account to an Advisor/Broker and click CONTINUE.
6. Enter the account ID and title of the Broker account to which you want to link in the fields provided.
WH SelfInvest :
IB Account Number of New Financial Advisor: I7556163 (“I” like Iris)
Name of New Financial Advisor or Advisory Firm: WH SELFINVEST S.A.
7. Click CONTINUE.
8. Type your signature in the field provided in each of the agreements that appear. Click I Agree after signing each agreement.
9. An email will be sent to the Introducing Broker to inform him or her of your request. The Broker must approve your request before your new linked account is open.
Please Note
• If you move your entire account to a Broker, you will retain the ability to log into Trader Workstation, and your current market data subscriptions will not be cancelled.
• Accounts are moved every Friday at 2:00 PM EST.
• All pending orders are cancelled when the account is linked to an Introducing Broker.
Get to know WH SelfInvest
