Interactive Brokers has provided a new form to request de-linking from the old financial advisor. Please use this form if you have not yet de-linked your account. DELINK form 6-10-21
I’m happy to inform you that preparations for Luma Financial are moving along nicely.
At this time, I encourage you to de-link your Interactive Brokers account from Sprott Asset Management but submitting the attached form directly to Interactive Brokers. This can be done by email or fax.
Please note, the instructions on the form are not up to date. I spoke with an IB representative on the phone and was advised as follows.
- Enter the IB account number and IB account title precisely as they appear on your statements.
- Included a copy of your passport or driver’s license
- Omit step 2 on the form. There is no need to attach a copy of the Customer Agreement
- Omit step 3 on the form.
- Expect to be contacted by Interactive Brokers by phone for oral confirmation of your request.
Form: [obsolete form deleted]
Please contact me if you have any questions or experience difficulty with the process.