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Interactive Options Course
Lesson 7 of 9
Investors can use the Interactive Brokers’ Client Portal to request trading permissions for stocks, options, futures and more, as well as subscribe to various live streaming Market Data and Research subscriptions.
To access the Settings page of Client Portal, select the Head & Shoulders icon in the upper right corner and then Settings. The Settings page is broken out by Account Settings on the left hand side of the page and User Settings on the right hand side.
Under Account Settings, locate the Trading section and select Trading Permissions. The Trading Permissions page will allow the investor to request trading permissions for any products and markets they would like to trade. The investor will select the Add/Edit or Request button on the product they wish to trade. The following page will allow the investor to select the locations they wish to trade the specified product. Select the check boxes next to any desired locations and select Continue at the bottom of the page. On the following page, the investor can review the requested changes and any disclosures, sign their name and select Continue to submit the request.
Please note that various criteria including financial information, investment experience and objectives are collected to create your Financial Profile, which in turn, is used when determining whether to approve accounts for trading permissions. IBKR does not disclose the eligibility requirements for any products. Investors can ensure their Financial Profile is up to date and accurate in the Account Settings.
By default, investors will receive free delayed market data for available exchanges. Investors have the ability to request snapshot data from multiple exchanges worldwide. This request will provide a static quote for the instrument. U.S. listed equities are $0.01 per quote request and all other instruments are $0.03 per quote request. As a courtesy, accounts will receive a waiver of $1.00 per month for snapshot quotes.
Alternatively, investors can subscribe to real-time streaming market data through the Client Portal. Under User Settings locate the Trading Platform section and select Market Data Subscriptions. The Market Data Subscriptions page will display any active subscriptions under Current GFIS Subscriptions. Select the blue Configure gear icon to manage the market data. The subscriptions are broken out by market location reflected as tabs and each tab has sub-sections underneath to categorize the available subscriptions. To add a subscription, check the box next to the desired product and to remove or cancel an existing subscription, click to uncheck the box. When ready, click continue to review the selected subscriptions and acknowledge and sign any applicable agreements and disclosures. Click Continue until a confirmation page is reached. Once a subscription is active, the delayed market data will be replaced with the real-time quotes.
Note that market data subscriptions are charged on a per user basis and are not prorated for the month. If the user decides to subscribe in the middle of the month, they will pay the fee for the entire month as listed on the page. If the user is unsubscribing in the middle of the month, they will continue to see the data for the rest of the month and will no longer have access to the data on the 1st of the following month. In order to subscribe and maintain market data and research subscriptions, the investor will need to fund their account with $500 (or non-USD equivalent), in addition to the cost of any subscriptions.
In addition to market data, Interactive Brokers also offers access to dozens of free and premium market research and news providers. Investors can also subscribe to additional, a la cart research and news through the Client Portal. Under the Trading Platform section of User Settings, select Research Subscriptions. Next to Current GFIS Subscriptions, select the Configure gear icon and the list of available research and news providers will populate. Click the blue information icon to the right for more information on a particular subscription. Check or uncheck the box to the left of the desired research or news subscriptions and click continue until a confirmation page is reached.
For more information on the research or news offerings, please see our website.
Resources:
Client Portal User Guide – Subscribe to Market Data
For specific platform feedback and suggestions, please submit it directly to our team using these instructions.
If you have an account-specific question or concern, please reach out to Client Services.
We encourage you to look through our FAQs before posting. Your question may already be covered!
The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Interactive Brokers, its affiliates, or its employees.
Good morning, I need help. I want to request negotiation, but I need to change my information. I have information such as that I am retired or pensioned and I cannot access market-type negotiations. My English was not good before, so I did not understand very well. I need to change. This, I want to be able to negotiate more types of instruments, how do I do it? thank you I hope for your prompt help
Hello Gonzalo, thank you for reaching out. You can update your trading permissions using this link: https://ndcdyn.interactivebrokers.com/sso/Login?action=TA_TRADE_PERM_BETA. Please note that your ability to trade specific products will depend on your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience). Please note that we cannot disclose the requirements needed for specific trading permissions. You can view this link with instructions to subscribe to Market Data Subscriptions: https://ndcdyn.interactivebrokers.com/AccountManagement/AmAuthentication?loginType=1&action=TA_MARKET_DATA&loginType=1
We hope this helps!
I would like to trade ETFs. Which trading permission should I request?
Hello, thank you for reaching out. Please view this FAQ with instructions to trade ETFs through IBKR: https://www.ibkr.com/faq?id=35797368
We hope this helps!
I would like to trade ADRs, what class of permission would I need to have ?
Hello Gordon, thank you for asking. If the ADR (American Depositary Receipt) you are looking to trade is traded on a major exchange, then all you need is US Stock trading permissions in order to be eligible to trade ADRs through Interactive Brokers. Simply place the symbol for the ADR into your TWS, Client Portal or IBKR Mobile and trade it as you would any other stock. https://www.ibkr.com/faq?id=28225017 We hope this answers your question!
I have had a really bad experience with your customer service over the past month. How do I get in touch with someone who is able to assist over the phone?
Thank you for taking the time to reach out, and please accept our apologies for a poor customer experience. We would like to investigate the situation further. Please send an email with more details about what your funding question is, including the email address you used to apply with IBKR, to social@ibkr.com. We would appreciate the opportunity to turn around your experience. Thank you.
Hola ¿cómo hago el seguimiento a mi solicitud de permiso de negociación en opciones ? envié documentación que me solicitaron el día 12 de junio y hasta el día de hoy no tengo respuesta alguna . También ya me descontaron el pago por los datos de mercado pero aún no tengo acceso. Me podrían ayudar por favor. Gracias
Hello, thank you for reaching out. Please send us an email with more details to social@ibkr.com from the email associated with your account.
Hi there.i have given a sell for stock trading.after that i can’t trade.i can’t get a trade because it is found as -9.99 available for trading.how can we solve this problem
Hi, thank you for reaching out. To troubleshoot, please view this FAQ: https://www.interactivebrokers.com/faq?id=691854004
We hope this information is helpful.
salve vorrei negoziare CFD FOREX con IBKR come posso fare se non ho neanche la possibilità di richiedere i permessi?
Hello, thank you for reaching out. Please review these FAQs for detailed information on how to request trading permissions and trade CFDs through IBKR:
https://www.ibkr.com/faq?id=27271542
https://www.ibkr.com/faq?id=35791967
Please reach back out with any more questions. We are here to help!
I would like to purchase RNECY(RENESAS ELECTRO)STOCK. But i could not able to buy.I tried in trading permission option but there is no PENNY STOCK(US) option.please guide me
Hello, thank you for reaching out. Please follow these instructions to update your trading permissions:
Log into Client Portal
Select the User menu (head and shoulders icon in the top right corner) followed by Settings
Under Account Settings find the Trading section
Click on Trading Permissions
Locate Stocks section, select Add/Edit or Request under Stocks and check the box for “United States (Penny Stocks)” and click on CONTINUE.
Review and sign the disclosures and agreements.
Click CONTINUE and follow the prompts on screen.
Please note that U.S. Penny Stock trading permissions will not display as a choice if your account does not meet the qualifications.
We hope this helps!
Hello,
What are the requirement for U.S. Penny Stock trading permission? As I do not have option for U.S. Penny Stock under stock trading permissions
Thank you for reaching out. Please note that we cannot disclose the requirements for specific trading permissions.
U.S. Penny Stock trading permissions will not display as a choice if your account does not meet the qualifications. https://www.interactivebrokers.com/faq?id=23299042
We hope this information is helpful!
I would like to trade cryptos on my IBKR account. How can this be enabled?
Hello, thank you for reaching out. To request trading permissions for cryptocurrencies:
Log into Client Portal.
Click on the User menu (head and shoulders icon) and select Settings.
Under Account Settings, go to Trading > Trading Permissions.
Under Cryptocurrencies, select Request next to the permission you want.
Review and sign the disclosures and agreements.
Click CONTINUE and follow the prompts.
Trading permissions are typically approved overnight. Please note that you will need to have a margin account to trade cryptocurrencies.
We hope this helps!
Como puedo hacer que se habilite la opción para solicitar permisos de trading para criptomonedas?
Hola, gracias por preguntar. Consulta estas preguntas frecuentes para obtener información sobre los criterios de elegibilidad vinculados a la residencia para operar con criptomonedas: https://www.ibkr.com/faq?id=182858938
Si cumples con los requisitos, puedes ver y gestionar fácilmente tus permisos de trading en cualquier momento en el Portal del Cliente: https://spr.ly/IBKR_TradingPermissions
Debes solicitar permisos de trading para operar con productos específicos. IBKR otorga permisos basados en tu perfil financiero (por ejemplo, edad, patrimonio neto líquido, objetivos de inversión, conocimiento del producto y experiencia previa en trading) y a veces en tu ubicación. Ten en cuenta que no podemos revelar los requisitos necesarios para permisos de trading específicos. ¡Esperamos que esto te sea útil!
Quiero operar en opciones y no me permite, me sale un aviso en donde dice no esta los datos del mercado
Hello, thank you for reaching out.
To get market data for options, you need to subscribe to the OPRA (US Option Exchanges) market data feed. Here are the steps:
Log into your Interactive Brokers Client Portal.
Click on the User menu (head and shoulders icon) in the top right corner and select Settings.
Under User Settings, go to Trading Platform and select Market Data Subscriptions.
Click the Configure (gear) icon next to Subscriptions to modify your subscriptions.
Select the US trading region and use the checkboxes to subscribe to OPRA market data.
Click Continue to review and confirm your request.
Once subscribed, you will start receiving real-time market data for US options.
Please ensure that you have the proper trading permissions. Your ability to trade specific products will depend on your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience). Please note that we cannot disclose the requirements needed for specific trading permissions. Once you have opened an account, you can view and manage your permissions any time here:
https://ndcdyn.interactivebrokers.com/sso/Login?action=TA_TRADE_PERM_BETA
For more information on Options Levels 1-4, please visit
https://ibkr.info/node/4860
We hope this helps!
Hello, I want to get permission for trading in US, fractional shares, I have permission to trade in fractions globally, but I cannot see the option for US fractional trading.
Hello Ivana, thank you for asking. Please review the eligible client groups for fractional share trading:
https://www.ibkr.com/faq?id=83262092
Let us know if you have other general questions.
Hello. On the IBKR website it says you offer Indian equities, but when I try to trade them I get an error. I don’t see India in any of the permissioning. Do you offer India or not? If not, why does the website say that you do?
Hello, thank you for reaching out and we apologize for the delayed response. IB-UK is not able to request India Stock Trading Permission unless you qualify for NRI status. Please view this website to check if you are eligible: https://www.interactivebrokers.com/en/general/nri-fact-sheet.ph. If you qualify for an NRI, you must create a new account: https://www.interactivebrokers.co.in/en/accounts/individual-account-steps-in.php
Hello
I am connected to my ibkr account with ninjatrader8 via the IB Gateway but I was not able to obtain market data for futures contracts. I received this following error message:
Error on requesting bars series: ‘historical market data service error message: No market data permissions for cbot CME FUT’.
I would like to trade the micro futures MYM, MNQ, MES and M2K indices.
When I want to subscribe for market data futures I cannot find an indication.
Please how I can solve this problem.
Thanks
Hello, thank you for reaching out. To receive real-time futures data in NinjaTrader connected to an IBKR account, you need to enable market data subscriptions for the specific futures contracts you want to trade. This can be done in Client Portal by going to Settings > Account Settings > Market Data Subscriptions. Select the exchange(s) and specific futures contracts to subscribe to. Once enabled, the real-time data should flow through to NinjaTrader. Without a subscription, only snapshot/delayed data is available. Please view this webpage for more information: https://spr.ly/IBKRMarketDataCampus
Hello, I want to get permission for trading in US options globally, but I cannot see the option for US trading. But the system keeps telling me that I don’t have permission to that trade.
Hello, thank you for reaching out. Please delete this public comment as it contains private account information.
Your ability to trade specific products will depend on your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience). Please note that we cannot disclose the requirements needed for specific trading permissions.
You can view and manage your permissions any time here: [https://ndcdyn.interactivebrokers.com/sso/Login?action=TA_TRADE_PERM_BETA](https://ndcdyn.interactivebrokers.com/sso/Login?action=TA_TRADE_PERM_BETA)
For more information on Options Levels 1-4, please visit: [https://ibkr.info/node/4860](https://ibkr.info/node/4860)
We hope this helps!
How to set trading permissions for the Paper Trading Account?
Hello Bruce, thank you for reaching out. Paper trading accounts are mirror images of their associated live account. Trading permissions as well as market data subscriptions and base currency are the same as the live account. Please review this FAQ to update trading permissions in your associated live account: https://www.ibkr.com/faq?id=27271500
We hope this helps!
Hello,
I wish to trade XAUUSD in my IBKR account. How do I understand if I haVE DATA SUBSCRIPTION AND TRADING PERMISSIONS FOR THIS ASSET?
Hello, thank you for reaching out. You can use the Market Data Assistant in Client Portal to select the appropriate market data subscription service for the stocks and derivatives you want to trade. To use it, log into Client Portal> Help menu> Support Center> then Market Data Assistant.
IBKR does not offer option trading on spot metals. However, IBKR offers trading options on ETFs and futures whose value is related to metals.
In order to trade options on metals, please add trading permissions for “Options”, “Stock Options” or “Future Options”. Follow the below procedure to update your trading permissions for options:
1. Log in to Client Portal
2. Select the User menu (head and shoulders icon in the top right corner) followed by Settings
3. Under Account Settings find the Trading section
4. Click on Trading Permissions
5. Locate Options section, select Add/Edit or Request under Options and check the box next to whichever trading permission or program you want to request and click on CONTINUE.
6. Review and sign the disclosures and agreements.
7. Click CONTINUE and follow the prompts on screen.
Please review this FAQ for more information: https://www.ibkr.com/faq?id=96858001
We hope this answers your question!
Hi, what trading permission do I need to invest in Investment Trusts (FCIT, ATST, Jam)?
Hi, I have taken a look into the market data but was not sure which one is correct. What Market data subscription I need in order to trade NQ? Thank you
Hello, thank you for reaching out. We have a market data assistant available to help you find data suited to your needs:
https://ndcdyn.interactivebrokers.com/sso/Login?action=CS_MARKET_DATA_ASSISTANT
Furthermore, some exchanges allow delayed data to be displayed without any market data subscription, free of charge. Customers receive free delayed market data for contracts to which they do not currently hold market data subscriptions when made available by the exchanges.
Please check out this webpage for more information: https://spr.ly/IBKRMarketDataCampus
We hope this information helps!
Hi i would like to trade the future options of HSI@HKFE, so i applied the trade permission already and is approved. But i still get the message saying no trading permission for this instrument type. What can i do?
Hello, thank you for reaching out. To trade this security, you need to enable Hong Kong Futures permissions and subscribe to Hong Kong Derivatives market data. Please view this FAQ for more information: https://www.ibkr.com/faq?id=137760211
We hope this helps!
Hi, I need support to solve a problem I am encountering in IB. I am trying to buy an ETF (IUSQISHARES MSCI ACWI), but once I try to buy it this message appears: “does not have permissions to trade this contract. You can request permissions in account settings.” I have trading permissions for equities (Italy, Central Europe and USA). Do I need to request anything else? Thank you for your help. Alessio
Hello Alessio, thank you for commenting. In the trading permissions page in Client Portal, you will want to select Stocks permissions, which will include ETFs. Note that some ETFs may also require permissions for Complex or Leveraged Exchange Traded Products. Additionally, certain clients will need to be in compliance with current rules and regulations, such as the PRIIPs Regulation: ibkr.info/article/2993. We hope this information is useful!
Hi, I tried to buy Newlake Capital Partners (NLCP) stock and it appears the message ” Not allowed to open position: no trading permission. You may nedd to add the appropriate trading permission through Client Portal.” What permission do I need to activate?
Hello, thank you for reaching out and we apologize for the delayed response. In order to trade on the OTC Pink or ArcaEdge markets, you must add the United States (Penny Stocks) trading permissions:
https://www.interactivebrokers.com/sso/resolver?action=TA_TRADE_PERM_BETA§ype=stk
U.S. Penny Stock trading permissions will not display as a choice if your account does not meet the qualifications.
https://www.ibkr.com/faq?id=23299042
We hope this helps!
HI, I am trying to set permissions to trade XAUUSD, May i know how to do it.
Hello, thank you for reaching out. You can easily view and manage your trading permissions any time in Client Portal:
https://spr.ly/IBKR_TradingPermissions
Locate the Metal section, select Add/Edit or Request under Metals and check the box for “United States” for US Spot Gold and click on CONTINUE. Then, review and sign the disclosures and agreements.
Please view this FAQ for more information on how to trade spot gold: https://www.ibkr.com/faq?id=34493502
You must request trading permissions to trade specific products and in specific regions. IBKR grants permissions based on your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience) and sometimes where you are located. Please note that we cannot disclose the requirements needed for specific trading permissions.
We hope this helps!
I have problem wiht my account set-up. I didn’t see into account seting section trading permition what coud be reason for duch situation
Hello John, thank you for reaching out. You can easily view and manage your trading permissions any time in Client Portal:
https://spr.ly/IBKR_TradingPermissions
You must request trading permissions to trade specific products and in specific regions. IBKR grants permissions based on your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience) and sometimes where you are located. Please note that we cannot disclose the requirements needed for specific trading permissions.
Please reach back out with any additional questions. We are here to help!
I have successfully used IB Trader Workstation 5 years ago at a Business school in the US for finance major students. I remember that I had to sign the CME Group Education Waiver Form to obtain a waiver of fees for CME Group market data. I would like to use IB Trader Workstation in the UK for my undergraduate class in finance and have already opened an educator’s account. Do I need to sign any waiver forms? Will I and the students have access to all available market data if no form is signed?
Hello, thank you for reaching out. Select market data services are eligible for commission-related waivers. Waiver-enabled services are identified in Client Portal. Services are waived once the commission threshold is met for each service. Calculations for waivers are not cumulative and are applied first to the highest priced service.
Should you subscribe to a data package eligible for a waiver mid-month, the system will consider relevant commissions generated from the first calendar day of the month.
Please note that refunds for the commission waiver exclude sales tax and/or VAT. https://www.interactivebrokers.com/faq?id=93078511
It is not compulsory to subscribe to market data in order to trade. Some exchanges allow delayed data to be displayed without any market data subscription, free of charge. Customers receive free delayed market data (usually 10-20 minutes behind real-time quotes) for contracts to which they do not currently hold market data subscriptions when made available by the exchanges.
To view other market data, please subscribe to the necessary market data subscriptions: https://spr.ly/IBKR_MarketDataForum
We have a market data assistant available to help you find data suited to your needs:
https://ndcdyn.interactivebrokers.com/sso/Login?action=CS_MARKET_DATA_ASSISTANT
Please reach back out with any additional questions. We are here to help!
Do I need a special permission to trade options on leverage ETFs such as TQQQ? If yes where to I “tick the boxes”? Thank you.
Hello, thank you for reaching out. Please view this FAQ for instructions to request trading permissions for Complex or Leveraged Exchange Traded Products: https://www.interactivebrokers.com/faq?id=84620875
We hope this helps!
I have problems with my account set-up
i didn’t see the trading permition and i can’t set up any changes whats could be reson or whats i mde wrong
Hi John, thank you for reaching out. Do you have an open account at IBKR? If not, please use this link to apply : https://spr.ly/OpenAccountfromIBKRCampus
You can easily view and manage your trading permissions any time in Client Portal:
https://spr.ly/IBKR_TradingPermissions
You must request trading permissions to trade specific products and in specific regions. IBKR grants permissions based on your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience) and sometimes where you are located. Please note that we cannot disclose the requirements needed for specific trading permissions.
Please reach back out with any additional questions. We hope this information is helpful!
i’m on paper trading on trader workstation platform and have traded for 1 month now, but suddenly i am no longer able to trade and the platform says to login to obtain market data information. i have no idea what this means and would hope someone can guide me on this. thank you!
Thank you for reaching out. Trading permissions, market data, and base currency mirror your live account. Please visit this link if you would like to update any of the above in your associated live account: https://www.interactivebrokers.com/sso/resolver?action=UserSettings
It is not compulsory to subscribe to market data in order to trade. Some exchanges allow delayed data to be displayed without any market data subscription, free of charge. Customers receive free delayed market data (usually 10-20 minutes behind real-time quotes) for contracts to which they do not currently hold market data subscriptions when made available by the exchanges.
To view other market data, please subscribe to the necessary market data subscriptions: https://spr.ly/IBKRMarketDataCampus
We also have a market data assistant available to help you find data suited to your needs:
https://ndcdyn.interactivebrokers.com/sso/Login?action=CS_MARKET_DATA_ASSISTANT
We hope this helps!
I could not trade XAU/USD, and I try to request the permission, however, it is not allowed me to click on the blank, what can I do?
Hello Sandy, thank you for reaching out. US Spot Gold is only available to customers who are residents of the United States. Please view this FAQ for more information: https://www.interactivebrokers.com/faq?id=34493502
Please reach back out with any additional questions. We are here to help!
Hello, I’m trying to transfer my positions from a bank account to my IBKR account, and I recently received this message:
Please review the information below which relates to positions being transferred into your account. You are not subscribed to real-time streaming market data for following positions: Find more information on available market data subscriptions here.
– BSD2 needs any of below:
– Bolsa de Madrid (P,L1)
– Bolsa de Madrid (P,L2)
Is the real-time market data subscription mandatory so I can complete the transfer?
Thanks in advance
Thank you for reaching out. Clients are not obligated to subscribe to market data through IBKR. If you elect not to subscribe to a paid service, delayed quotes (usually 10-20 minutes behind real-time quotes) will be provided at no cost, where available. In addition, while the lack of real-time market data will have no impact upon execution quality, IBKR strongly recommends against trading without a source of real-time quotes.
To view other market data, please subscribe to the necessary market data subscriptions: https://spr.ly/IBKRMarketDataCampus
We have a market data assistant available to help you find data suited to your needs:
https://ndcdyn.interactivebrokers.com/sso/Login?action=CS_MARKET_DATA_ASSISTANT
how can i trade crypto ? Under settings and but i don’t see the option ?
Thank you for reaching out. Trading permissions do not display as a choice if your account does not meet the eligibility requirements.
i created an account months ago. now i want to trade in the Portal but i can´t – the orders simply dont submit. in the settings i dont have any option of trading permissions. how could i get them?
Thank you for contacting us on IBKR Campus. To address your concern/inquiry, we need a few more details about the situation and your account; unfortunately, IBKR Campus is not a secure channel to share this information. We kindly ask that you contact our Client Services team for further assistance via web ticket, live chat, or phone call using the link below. We appreciate your understanding. https://spr.ly/IBKR_ClientServicesCampus
Why I can’t find the label of bonds on the webpage of transaction permission?
Thank you for reaching out. A trading permission will not display as a choice if your account does not meet the qualifications.
good morning from Spain, im trying to find BSTT ticker to trade but no info available. shall i ask for your help?
Hello Abel, thank you for reaching out. Please note that IBKR does not offer investment advice. However, you can review our available Products and Exchanges on our webpage: https://spr.ly/IBKR_ProductsExchangesCampus
Hello, I just recently opened a IBKR account with the intentions to enter and exit my futures trade on the TradingView platform. My IBKR is funded but when I attempt to place a trade in TradingView I get an error message that states (ORDER REJECTED) – No trading permissions. To learn more please contact your broker. Please help
Hello Jay, thank you for reaching out. You can easily view and manage your trading permissions any time in Client Portal:
https://spr.ly/IBKR_TradingPermissions
You must request trading permissions to trade specific products. IBKR grants permissions based on your financial profile (e.g., age, liquid net worth, investment objectives, product knowledge and prior trading experience) and sometimes where you are located. Please note that we cannot disclose the requirements needed for specific trading permissions.
Hi! I´m struggling to get the trade permissions for ETF´s. I want to buy IBIT. I have done all the shown steps, but I got a rejection. Why? Is there any minimum money amount requiered? Thanks for your help.
Hi Christian, thank you for your comment. You must request trading permissions to trade specific products. IBKR grants permissions based on your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience) and sometimes where you are located. Please note that we cannot disclose the requirements needed for specific trading permissions.
You will also need to be in compliance with current rules and regulations, such as the PRIIPs Regulation: https://www.ibkrguides.com/kb/article-2993.htm.
I trade Options but I always get a Market Data warning about not being suscribed yet. What Susbcriptions do I need to add. I already suscribe to NYSE and Nasdaq which are the one I use. Thanks
Thank you for reaching out. We have a market data assistant available to help you find data suited to your needs:
https://ndcdyn.interactivebrokers.com/sso/Login?action=CS_MARKET_DATA_ASSISTANT
We hope this helps!
Hello, I want to get permission for trading in US options But the system keeps telling me that I don’t have permission to that trade. Fill out the application I send you a document of liquid net worth but I have no answer
Hello, thank you for reaching out. You can easily view and manage your trading permissions any time in Client Portal:
https://spr.ly/IBKR_TradingPermissions
You must request trading permissions to trade specific products. IBKR grants permissions based on your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience) and sometimes where you are located. Please note that we cannot disclose the requirements needed for specific trading permissions.
For more information about Options levels 1-4, visit ibkr.info/node/4860
We hope this helps!
Thank you for getting in touch. You can easily view and manage your trading permissions at any time on the Client Portal: https://spr.ly/IBKR_TradingPermissions
You must request trading permissions to trade specific products. IBKR grants permissions based on your financial profile (for example, age, net worth, investment goals, product knowledge, and previous trading experience) and sometimes based on your location. Please note that we cannot disclose the requirements necessary for specific trading permissions.
For more information about Options levels 1-4, visit ibkr.info/node/4860
Bonjour, J’ai souscrit aux données de marché suivantes : NASDAQ (Network C/UTP)(NP,L1) – Trader Workstation / USD 1.50 / Mois. Et depuis cette souscription, le Plus Haut & le Plus Bas du pré-marché ne s’affichent plus sur le portail de 04h00 à 09h30. L’affichage s’effectue uniquement de 09h30 à 16h00. Auriez-vous une solution ? En vous remerciant par avance, Nicolas
Bonjour, merci de votre question. Les plus hauts/plus bas concernent la journée de trading et ne sont pas inclus dans l’abonnement aux données de marché. Nous espérons que cela vous sera utile !
Hi, how long does it take to approve the trading permission requested?
Hello, thank you for asking. Trading permission requests are forwarded for Compliance Officer review. Please allow time for the completion of the due diligence checks and trading permission review. IBKR is trying to review as many trading permission upgrades as possible given the current environment. Please review this FAQ for more information: https://www.interactivebrokers.com/faq?id=23299010
I want to cancel market data subscription, there is no option to cancel under account management. Help!
Hello, thank you for reaching out. To review or cancel market data subscriptions, please review: https://www.interactivebrokers.com/faq?id=28215152
We hope this helps!
When I try to buy a futures contract that I have permission for it states “the required margin exceeds your available funds” I do have the required amount but It’s not letting me buy the micros or minis at the reduced price. I’ve selected the current month but its still trying to make me buy at the full price. Not sure what I’m doing wrong. Thx, Lee
Never mind. It seems to have corrected itself.
We are happy that your issue has been resolved. Please contact us with any additional questions. We are here to help!
Hello, thank you for asking. For instructions about what the error message means and how to resolve it, please review:
https://www.interactivebrokers.com/faq?id=711834994
We hope this helps!
i can’t sub to Marketdata showing Snapshot Capability Disabled how to fix it what’s requirement
Hello, thank you for contacting us. Can you please clarify your question?
Hola! No quiero que me salgan los dos anuncios de permiso al operar en opciones, ya que estos me retrasan y causan perdidas especialmente al momento de cerrar la operacion. Cómo hago para evitar que estos dos anuncios de advertencia me salgan? Gracias
Hola, gracias por su consulta. Para desactivar la vista previa de órdenes, siga estas instrucciones: https://www.interactivebrokers.com/faq?id=34483582
¡Esperamos que le sea útil!
why am i getting no trading permission, customer inelligible, inelligibility reasons; margin concern/risk manangement. for risk management purpose this product is in closing only status. uou may close existing position but not open new” . i need to trade but this is restricting me. i dont want to have this restriction in my account.
Hi, thank you for reaching out. You can view and manage your trading permissions anytime in Client Portal: https://spr.ly/IBKR_TradingPermissions
To trade certain products or in specific regions, you’ll need to request permissions. These are based on your financial profile (e.g., age, experience, net worth, objectives) and sometimes your location. Please note we can’t share the exact requirements for each permission.
A closing only restriction applied to a product means that we will not accept any orders which would serve to open a position in that product but will accept orders which serve to close an existing position.
This restriction is generally applied to:
Stocks which do not trade electronically (e.g., Grey Market securities);
Securities which are subject to non-standard clearing, delivery and/or settlement processes (e.g, DTC Chills, broker-to-broker settlement, bonds with unique pricing or payment terms); and,
Option contracts which have been restricted by the exchange due to a change in the listing status of the underlying security (e.g., underlying de-listed).
https://www.interactivebrokers.com/faq?id=46321866
Hey, I want to trade stocks like TQQQ. I did not see this option Complex or Leveraged Exchange Traded Products under trading permission. Do I need a margin account to have this option to show up? Thanks
Hi Zy, thank you for reaching out. Please view this FAQ for troubleshooting: https://www.interactivebrokers.com/faq?id=84620875
Please note that Trading permissions bundles for specific products/assets/markets will only be shown if the account is capable of trading that product, otherwise, the product is not shown.
If an account is capable, the option to select that product will be shown and if requested, the account profile will be used to evaluate if the entity/person meets the requirements to trade the product/asset/market they are requesting. We hope this helps!
Hi there I want to change my trading option for the choice of options from level 1 to level 3 but I can’t or the platform don’t approve it. I have taken the knowledge test and I have both experience and extensive knowledge. Why it doesn’t change the level to 3? Thank you!
Hello Thomas, thank you for reaching out. You must request trading permissions to trade specific products. IBKR grants permissions based on your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience) and sometimes where you are located. Please note that we cannot disclose the requirements needed for specific trading permissions. You can easily view and manage your trading permissions any time in Client Portal:
https://spr.ly/IBKR_TradingPermissions
For more information about Options levels 1-4, visit
ibkr.info/node/4860
We hope this helps!
Hello, Yesterday Gamestop ($GME) issued a statement for its stock holders that there will be a special dividend distributed in the form of warrants to holders of the Company’s common stock as of October 3, 2025 (the “Record Date”). Each registered shareholder as of the Record Date will receive one (1) warrant for every ten (10) shares of GameStop common stock held, rounded down to the nearest whole warrant. Additionally, in lieu of an adjustment to the applicable conversion rate, holders of the Company’s Convertible Senior Notes due 2030 and 2032 will each receive warrants on an as converted to common stock basis in accordance with the respective governing indenture. The news are accessible here: https://investor.gamestop.com/news-releases/news-details/2025/GameStop-Announces-Dividend-of-Warrants-to-Shareholders/default.aspx In the Warrants menu, I don’t see the option to request permissions to trade US Warrants. How will IBKR then handle the warrants event listed above?
Hello, thank you for asking. If you are an Interactive Brokers (IBKR) client holding GameStop ($GME) stock, you will receive the special dividend of warrants directly in your brokerage account around the distribution date of October 7, 2025. The warrants will automatically appear in your account, similar to how cash or stock dividends are handled. You can learn more about how delivery, exercise, and corporate actions here.
Also, IBKR provides information to account holders on upcoming voluntary corporate actions within Client Portal. Please view this FAQ for information about how to access the Corporate Action Manager: https://www.interactivebrokers.com/faq?id=38465199
U.S. warrant permissions are included with U.S. Stocks or U.S. Penny Stocks trading permissions. Canadian and Asian-Pacific warrant and structured product permissions are included with Stocks trading permissions. Permissions for warrants, structured products and certificates listed on European markets are included with the Warrants trading permission for the market where the product is trading on. If you do not subscribe to real time data you will receive free delayed data and you will still be able to trade. We hope this helps answer your question.
Does this also apply to $GME stock held in an ISA?
Hi Andrew, thank you for reaching out. To view what you can invest in in an ISA, please view this User Guide: https://www.ibkrguides.com/kb/en-us/article-4182.htm
Please reach back out with any additional questions. We hope this helps!
Hello, I want to trade an ETF “EWS”. This is just a simple stock ETF, nothing complex or anything. I have the trading permission for “Stock”, but the system will not let me trade due to missing trading permission. For me it makes no sense to apply for warrants, options or ETC, because it doesn’t make sense to request warrant trading for a simple ETF. Can you please solve this riddle? I can’t find any information on your website nor with the AI chat tool, it just refers me to the trading permissions, which does not help at all.
Hi Dennis, thank you for reaching out. Trade stocks, options, futures, currencies, bonds, ETFs and more from a single IBKR Integrated Investment Account. Clients from most countries can trade Exchange Traded Funds (ETFs) and benefit from our low/free commissions.
For ETFs, please review the trading requirements under the Stocks and Complex or Leveraged Products (CLP) sections. Use the buttons above to request ETF trading permissions and subscribe to real time market data from Client Portal. You will want to select Stocks permissions, which will include ETFs. Note that some ETFs may also require permissions for Complex or Leveraged Exchange Traded Products. If you do not subscribe to real time data you may receive free delayed data (where available) and you will still be able to trade.
You will also need to be in compliance with current rules and regulations, such as the PRIIPs Regulation.
Please view this FAQ for more information: https://www.interactivebrokers.com/faq?id=35797368
Estou tentando comprar o ETF VVSM, porém não encontro. Já atualizei os mercados e mesmo assim não aparece. Preciso fazer mais alguma configuração ?
Olá Philipe, obrigado por entrar em contato. Você pode consultar todos os nossos Produtos e Bolsas disponíveis em nossa página: https://spr.ly/IBKR_ProductsExchangesCampus
Estamos sempre expandindo nossa oferta. Você pode solicitar a inclusão de um novo produto para negociação seguindo este procedimento:
https://www.ibkr.com/faq?id=49279107
Hello, I have trading permission to trade Complex&Leveraged products but when i try to create an order to buy ETH3USD on EBS I see the message: Not allowed to open a position: no trading permission. You may need to add the appropriate trading permission through Client Portal. Thank you in advance!
“Complex or Leveraged Exchange Traded Products Trading Permissions ” I would like to buy SMT (Scottish Mortage Trust) but I received this quote, how I can get the permission
Hi, thank you for reaching out. For instructions to request Complex or Leveraged Exchange Traded Products, please view: https://www.interactivebrokers.com/faq?id=84620875
We hope this helps!
Hi, Applied (& paid) for L2 market depth info incl Time&Sales. How long does it usually take to have it enabled? Furthmore, can I see and work with both features on the desktop version of the client portal or is it only available on the WPS? If on the desktopversion, is there a guideline available (can you share link) on how to see/enable this on my trading screen? Thanks.
Hello, thank you for reaching out. Market data subscription requests are usually processed overnight for the next trading day. To request the market data package for depth of book quotes on U.S. stocks, please view this FAQ: https://www.interactivebrokers.com/faq?id=60330957
We hope this helps!