New Account Information for Single Accounts and Other Private Use Accounts

Interactive Brokers offers two types of account structures for individuals and small businesses: a Single Account and a Friends & Family Advisor Account for clients who wish to manage multiple accounts with one login. Click Apply Now below to begin your account application.

 

Single Account
Friends and Family Account
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For Individual, Joint, Trust, IRA, Corporate, Partnership, Limited Liability Corporation and Unincorporated legal structures who want to manage a single account.

Complete a Started Application
Single Account Instructions

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  • One or more users manage a single account.
  • Individual, Joint, Trust, IRA, Corporate, Partnership, Limited Liability Corporation and Unincorporated entity types are available.
  • Must be 21 or older to open a margin account, 18 or older to open a cash account.
  • Link multiple Individual and IRA accounts together with a single login.

For information regarding your account, contact Interactive Brokers by clicking here

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300.

  
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For managing multiple accounts (15 or fewer) of varying types including: Individual, Joint, Trust, IRA, Corporate, Partnership, Limited Liability Corporation and Unincorporated legal structures under a single login.

To manage more than 15 multiple accounts from a single login, you must be a Registered Investment Advisor (RIA) or a Commodity Trading Advisor (CTA) and should open a Professional Advisor account.

Complete a Started Application
Friends & Family Account Instructions

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  • Client fees may be charged by the Advisor User with the agreement of the client.
  • Friends & Family Advisor accounts are generally restricted to 15 or fewer client accounts (limited by state regulators). Larger accounts must be opened under our Professional Advisor program and applicants must be registered as a Registered Investment Advisor (RIA) or a Commodity Trading Advisor (CTA).
  • Individual, Joint, Trust, IRA, Corporate, Partnership, Limited Liability Corporation and Unincorporated legal structures are available.
  • Must be 21 or older to open a margin account, 18 or older to open a cash account.
  • Customers who wish to trade on behalf of their children are encouraged to open a Friends & Family Advisor Account with a Trust client account for each child.
  • Client users can be provided with the ability to directly fund, view statements and trade.
  • Automated allocations based on pre-trade defined criteria.

*The number of additional users for advisor-structured accounts is determined by the account type: Single or Organization (Org). Single Advisors (either professional or non-professional) can add one addtional user to the master account, but the additional user must be same name as the master account. Org Advisors (either professional or non-professional) can add multiple additional users to the master account.

For information regarding your account, contact Interactive Brokers by clicking here

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300.
 

What to Expect in the Application Process

The Progress Bar: The Progress Bar lets you know where you are in the application and how long it should take to complete each section. It shows you the sections you have completed and the section in which you are currently working.

Progress Bar
Create Account: First we create your account for you based on your desired username and password.
Application Information: Next, you enter information about yourself, the products you wish to trade and your trading qualifications.
Funding: Then you tell us how you intend to fund your account. Note that you are not required to fund your account prior to approval.
Account Approval: After you complete the first three sections, we review your application for approval.
Trading Configuration: While we approve your application, configure the trading permissions and select market data subscriptions.
Agreement & Disclosures: Electronically sign agreements and disclosures, which IB is required to provide.
Trade: Once your account has been funded and activated, you are ready to trade!