| Solicitud de Cuenta e Información | |
| Individuales | Institutions |
| Advisors | Brokers |
Customer Service
To get the best and most effective service from IB, we recommend
the following
| Send an Inquiry to IB Customer Service | |
![]() |
Staffed
Sunday 16:00 - Friday 20:00 Eastern Time |
| Contact IB via Chat | |||||
![]() |
Current Customers: Please use our new authenticated
chat service available through Account
Management. For security reasons, any inquiries relating specifically
to your account can only be answered via the Account Management
chat. Topic Rooms are available for:
|
||||
* The Technical Assistance Center (TAC) for software issues is available through the main telephone number from 08:00 to 17:00 Eastern Time.
** This is a special international toll free number. Please use the exact number as shown.
*** All times are local. Please make appropriate adjustments for summer/winter hours in your time zone.
**** Please note that Sunday Customer Service operations are limited in scope and response times may vary in comparison to those of standard weekday operations. Sunday staffing is primarily intended to support new account and funding inquiries and inquiries regarding trade activity and/or technical matters are best addressed during regular weekday hours.
| Customer Service Coverage |
| Please be aware that your communications with Customer Service may be recorded. |
| Customer Service may answer questions on these topics: |
|
| Customer Service is unable to: |
|
IB offers a variety of ways to get assistance and information including phone support, email, and chat. While you can ask the same question using any of these channels, depending on the nature of your inquiry, you will get the best and most efficient service by using the methods recommended below.
Phone inquiries: recommended where there is time sensitivity, for example, a problem with an order or trade. In general, IB will answer our phone lines within a minute. Funding/Banking inquiries usually take longer. We suggest Ticket or Chat instead of phone for the following areas: funding, tax, statements, dividend & corporate actions
Inquiry/Trouble Ticket: a new secure form system, enables a question
to be sent from Account
Management that is delivered directly to our main Customer
Service database system. From here, the question is routed to the
specialist or team within IBs Customer Service that is certified
in the particular area of inquiry. It is SMART routing for questions.
You will get an immediate reference number for the ticket, and
your question will be allocated to a service agent usually within
2 hours. Where possible, we will also provide an answer within
this timeframe, but even if additional research is needed, you
will know who is handling your case, and be able to track its progress.
IB-Chat: our new chat service is accessible via Account Management. It is designed to connect you to the service specialist best qualified to answer your question. Because it is authenticated and uses secure communications, IB staff are able to provide account specific information in a secure manner. Web page content, conferencing, and feedback are all features of this new system; transcripts are available on demand. We particularly recommend IB-Chat for Funding/Banking and Account Application inquiries.
Email: Free format email communications are no longer supported due to the proliferation of spam, phishing, and other forms of fraudulent communications. If you do not already have an IB account, we kindly ask you submit your inquiry using the form available on our website: http://www.interactivebrokers.com/en/general/contact/newContact/contact.php.
Existing customers should take advantage of the secure inquiry/trouble ticket system accessible through the Message Center within Account Management. Existing customers may also submit inquiries using the form above, with the response being routed to their Message Center. Urgent or time sensitive questions should never be submitted via this form.
| Type of Request | Recommended Form of Contact | Response Time (estimated) |
| Trading | ||
| Trade Bust requests | Phone | under 30 minutes |
| Execution or Liquidation inquiries | Phone | real-time |
| Real-Time Margin/SMA inquiries | Phone | real-time |
| Review Positions, Order Status, or Order Routing problems | Phone | real-time |
| General Margin/SMA Questions | Ticket/Chat | within 1 day |
| How to Enter Specialty Orders such as Combos, Bracket, Conditional Orders | Chat | real-time |
| Funds & Banking | ||
| Wires and ACH Deposits and Withdrawal Questions | Ticket/Chat | same day |
| ACAT/ATON problems | Ticket/Chat | same day |
| Statements and Tax Forms questions (e.g. 1099) | Ticket/Chat | within 1 day |
| IRA Contributions/Distributions | Ticket/Chat | within 1 day |
| Credit/Debit Interest | Ticket/Email | within 1 day |
| Corporate Actions (Dividends, Mergers, Tenders, etc.) | Ticket/Chat | within 1 day |
| All other funding/banking questions | Ticket/Email | same day |
| All Other Topics | ||
| New Account Application questions | Chat/Ticket | real-time |
| Technical (login, java, TWS installation, etc) | Chat/Phone | real-time |
| Resetting Passwords (identity verification required) | Phone only | real-time |
| Problems with the Option Exercise Window | Phone/Chat | real-time |
| Market Data Subscription questions | Ticket/Chat | same day |
| Website problems | Ticket | same day |
| Account Upgrades and Trading Permissions | Ticket/Chat | same day |
| Fee Inquiries, Commissions, Cancellation fees, Market Data Charges | Ticket/Email | within 1 day |
| Basic Order Entry, Order Types, Symbol Entry, and Web Trader inquiries | Chat/Ticket | within 1 day (this information is also readily available on the IB website). |
| Pattern Day Trading inquiries | Ticket/Chat | same day |
| All other inquiries | Ticket/Chat/Email | within 1 day |
- Contract Information: find out symbols, exchanges, quoting rules,
and a whole database of information about the instruments available
through the IB Trading platform. Click here.
- IB Trader Workstation Tutorial:
an introduction to basic TWS concepts. Click here.
- TWS Quickstart Reference
Guide: covers basic usage to get started
quickly. Click here.
- TWS Users Guide: complete users guide, particularly useful for learning how to use the advanced features of the TWS. Click here.
- TWS Live Demo: see the TWS in action! Click here.
A minority of prospective Interactive Brokers Customers are sometimes required
to send paper documentation. If you are in this minority you will be notified
during the application process or by email.
| Required account application documents may be submitted using any of the following methods: | |
| Scan and Email (This is the fastest method) |
newaccounts@interactivebrokers.com Please note: The scanning and emailing option is typically the most efficient method, and will make account review quicker. Please be aware of the following guidelines and limitations when sending us e-mails or scanned document attachments.
|
| Courier/Overnight Service | Interactive Brokers LLC Document Processing 209 South LaSalle Street 10th Floor Chicago, IL 60604 |
| If sending a check: | |
| To avoid processing delays
do not include check deposits along with your application documents. Checks
should be made payable
to Interactive Brokers LLC and mailed to the following address: Interactive Brokers LLC 8 Greenwich Office Park Greenwich, CT 06831-0504 Attn: IBCD |
|
| Fax | (312) 984-1017 Please note: Scanning and emailing required documents or sending documents by Courier/Overnight service are the best methods of sending documents. If you prefer to send documents via fax, please observe the following guidelines:
As a general rule, before faxing, please make sure that all text is large and clear, and legible. |
| Mail (Please allow extra time for processing) |
Interactive Brokers LLC Document Processing P.O. Box A3770 Chicago, IL 60690-3770 |
| newaccounts.uk@interactivebrokers.co.uk | |
| Courier/Overnight Service |
Interactive Brokers (U.K.) Limited Attn: Document Processing Gotthardstrasse 3 6301 Zug Switzerland +41-41-726-9500 Note: Please do not send original documents. |
| Fax | +41-41-726-9599 |
|
Interactive Brokers (U.K.) Limited Attn: Document Processing P.O. Box 254 6301 Zug Switzerland Note: Please do not send original documents. |
| Mail/Courier |
Interactive Brokers Canada Inc. Attn: Document Processing 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6 1 (877) 745-4222 |
Limitation of Liability
IB CANNOT AND DOES NOT ACCEPT LIABILITY FOR ANY TRADE CANCELLATION (BUST) REQUEST THAT IS DENIED FOR ANY REASON BY THE APPLICABLE EXCHANGE OR MARKET CENTER. EXCHANGES AND MARKET CENTERS OFTEN SET TIGHT TIME LIMITS WITHIN WHICH BUST REQUESTS MUST BE SUBMITTED AFTER A TRADE IS EXECUTED. IT IS OFTEN IMPRACTICAL OR IMPOSSIBLE FOR IB TO EVALUATE A BUST REQUEST FROM A CUSTOMER AND TO CONTACT THE EXCHANGE OR MARKET CENTER IN TIME. IB WILL ATTEMPT TO ANALYZE AND FORWARD APPROPRIATE BUST REQUESTS TO THE EXCHANGE OR MARKET CENTER BUT IB WILL NOT COMPENSATE CUSTOMERS FOR BUST REQUESTS THAT ARE DENIED FOR ANY REASON, INCLUDING THAT THE BUST REQUEST WAS NOT MADE TO THE EXCHANGE OR MARKET CENTER IN A TIMELY FASHION.
Customers who receive an execution which they believe to be clearly erroneous1 and who wish to have IB petition the exchange or market center to have the trade cancelled on their behalf are strongly encouraged to submit their request using the Trade Cancellation Request tool located within Account Management. While requests received via telephone will also be processed, such requests may involve connection wait times and entail information collection on the part of IB which, in the aggregate, may lessen the likelihood that the petition is submitted in time. Please note that IB does not support free format email communications and requests sent through the Help & Contacts link on the website are not intended for matters of urgency.
Exchanges and market centers often impose a fee for trade cancellation requests in addition to fees charged by IB. Customers are also encouraged to familiarize themselves with all fees associated with cancellation requests prior to initiating a request.
As exchanges and market centers generally opt not to rule on cancellation requests involving customers of the same brokerage firm, IB will, when appropriate, apply the transacting venues policy to such requests. Given the highly subjective and varied nature of these policies, IB has adopted the policy below in order to provide a level of certainty and predictability for our customers.
IB will make a determination only when the transacting exchange or market center refuses to rule on a trade and will abide by the trade cancellation policies of such organization whenever possible. Please consult the website of the respective exchange or market center for specific trade cancellation policies. Decisions involving trades not specifically defined in the respective organizations trade cancellation policy will be made on a case by case basis and if a clear policy for a specific execution in question does not exist, IB will evaluate a range of data including, but not necessarily limited to, the considerations outlined below. We will review all information considered to be relevant in determining the nature of a fair and orderly market and on those grounds, we will make a decision on a specific execution on a best efforts basis:
- Timeliness of Notification: Requests for trade cancellations must be
made within the time limits set by the relevant venue preferably via
the Trade Cancellation
Request tool.
- Company or industry specific news/events.
- Recent volatility of stock.
- Change in broad market indicators at time of execution.
- We will consider the length of time the order was live before execution.
IB may be more inclined to break a trade if the order hits/lifts an
existing bid/ask and less inclined to break if the order becomes the best
bid/ask
before execution.
- Time of order submission and subsequent execution. (Pre/Post market
vs. during the Trading Day).
- Opening indication.
- Adjacent transaction reports or indications. For example, Previous Days
Close Previous reported trade price, subsequent reported trade price
Last Prints.
- Next consecutive prints.
- Liquidity issues.
The guidelines outlined above are designed to provide a level of protection for our customers. However, no policy can anticipate every conceivable situation. IB reserves the right to make determinations in the interest of maintaining a fair and orderly market.
IB will generally consider cancellation or price adjustment for any Forex trade which is executed greater than ½% away from the fair market value at the time of the execution. Requests for trade cancellations must be received within a reasonable timeframe following execution and communicated preferably via the Trade Cancellation Request tool. IB will maintain sole discretion for determining the reasonableness of the reporting timeframe, taking into consideration the circumstances surrounding the trade in question. In the event that a trade meets the price guidelines for cancellation but there is a delay in reporting/requesting the cancellation, IB may deny the request for cancellation or may apply other algorithms to determine a price adjustment, for example, taking into account the trading range of the instrument in the time interval from execution to cancellation request.
- 1Generally interpreted as the execution of an order at a price substantially away from the prevailing market price












