IB’s Account Management system lets you configure and manage
your IB account from a single window, and gives you convenient access
to these account functions:
Account
Administration - lets you configure your IB account, including
configuring financial and regulatory information, IP restrictions, pricing
structures, advisor qualifications and base currency; set up user access
rights; view, add and close broker or advisor client accounts; and change
personal account information such as account title, name or address.
Funds
Management - lets you check the status of your deposits,
transfers and withdrawals; set up fund transfers to your IB account; create
settlement instructions for transferring positions; specify client fees
for broker or advisor client accounts; submit advisor-calculated monthly
fee invoices for client accounts; and authenticate pending withdrawal,
wire or ACH/EFT instruction requests.
Report
Management - lets you customize and generate reports such
as activity statements, margin reports, trade confirmations, and tax forms.
Trading
Access - lets you set up post-trade allocations; request
additional products or countries to trade; upgrade to a margin account;
enable or disable client trading; add market data subscriptions and change
your market data subscription status; and create a paper trading account.
User
Management - lets you change your account password or
email; change personal account information such as account title, name
or address; apply for a security device to protect your account; share
your authentication information with another user; and sign up to use
the Features Poll on our website.
Client
PDF Forms - provides online access to Financial Management,
Trading Access and Account Administration forms.
Customer
Service - Point of access for submitting and tracking
Customer Service issues; initiating live chat; and accessing Customer
Service tools.
Note: When
navigating through the different pages in Account Management, do NOT use
your browser’s Back button. If you do, you will be logged out of the system.
Instead, use the Back button provided
on the Account Management pages.