There are so many possible questions that our IB staff cannot possibly know all answers to all the possible questions equally well. We have provided a list of Categories and Subcategories for you to select when you create your inquiry ticket. When you submit an inquiry ticket, you must select a Category. We strongly recommend taking a few extra minutes to select the best combination of category and subcategory to let us assign the best qualified expert to your inquiry. This small time investment will be rewarded by a faster and higher quality response.
The following table lists all the possible categories and subcategories.
| Category | Subcategories |
|---|---|
| Account Security and Protection | Security Device: Enrollment/Termination/Replacement |
| Security Device: How to Use | |
| Unauthorized Trade or Withdrawal | |
| Account Info Change Request | |
| Password | |
| Account Services | Close Account |
| Corporate Actions/Dividends | |
| Account Configuration/Permissions | |
| Regulatory | |
| Complaints | |
| Market Data | |
| Educational and Interactive Tools | |
| Funds & Banking | Cash Deposits |
| Position Transfers | |
| Cash Withdrawals | |
| Transaction Status | |
| Hold Period/Withdrawal Restrictions | |
| How to Use | TWS |
| Web Trader | |
| Mobile Trader | |
| Interactive Analytics | |
| Charts | |
| Account Management | |
| Products | Request New Product |
| Exchange Information/Request | |
| Mutual Funds | |
| Stocks/ETFs | |
| Options/Warrants | |
| Bonds | |
| Futures/Options on Futures | |
| Forex | |
| Professional Services | Financial Advisor |
| Prime Brokerage | |
| Broker | |
| Institutional | |
| Technical Assistance | Installation (TWS, Web Trader, Mobile Trader) |
| Connectivity | |
| TWS, Web Trader, Mobile Trader Operation | |
| Other | |
| API | |
| Trade Issues | Order Status |
| Execution inquiry | |
| Margin | |
| Liquidation | |
| Other Trade Problem | |
| Activity & Tax Statements | Archived Statement Request |
| Statement Explanation | |
| How to Locate/Download a Statement | |
| Tax Forms | |
| W8/W9 | |
| Flex Statements | |
| Commissions, Fees & Interest | Bundled/Unbundles Commissions |
| Monthly Activity Fee | |
| Order Cancellation/Modification | |
| Other Fees | |
| Interest | |
| New Accounts/Applications | Application Status |
| Document Request | |
| Assistance with Online Applications | |
| Contact Sales Representative |