Mountain View Wealth Management
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Account How-To Guides

Interactive Brokers Client Services
(866) 694-2757
Option 1: Existing accounts
Option 2: Application in progress
Hours: Monday through Friday, 8:00 AM to 6:00 PM Eastern
Have ready: Your account number (it starts with “U”)
Mobile app: IBKR Mobile for iPhone and Android, with fingerprint or face login and full account access
Other ways to reach them: the secure Message Center and live chat are inside Client Portal under the Support menu (log in via mvwmllc.com/login). Use Message Center for anything involving documents. Password and login issues can only be handled by phone, never email. And you can always call or text us first at (571) 368-6178. We are glad to join any call three-way.
Rollovers

Direct Rollover Instructions

Moving a 401(k), 403(b), TSP, or other employer plan into your IRA at Interactive Brokers, the safe, direct, tax-free way.

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Estate Planning

Adding a TOD or IRA Beneficiary

Name or update your IRA beneficiaries and add a Transfer on Death registration to your brokerage account.

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Account Access

Adding an Authorized User

Give a spouse, co-trustee, or trusted contact their own login with the access level you choose.

View guide →

Have a question not covered here, or want us to walk through any of these with you? Call or text (571) 368-6178. We are glad to join a three-way call with Interactive Brokers if needed.