Client Agreements

Forms and Disclosures

Forms and Disclosures

Client Agreements

The following forms are samples of the documents presented in our Account Registration System and may not be submitted to Interactive Brokers.

IB LLC

AMEX Card Supplement to Interactive Brokers LLC Client Agreement Download
Australia Client Supplemental Custody Agreement Download
CAT Reporting Service Agreement (Reporting Agent) Download
CAT Reporting Service Agreement (Limited Reporting) Download
CAT Reporting Service Disclosure (Opt Out) Download
Direct Debit Supplement to Interactive Brokers LLC Customer Agreement Download
Discretionary Trading Authorization for clients of Independent Financial Advisors Download
Discretionary Trading Authorization for clients of Independent Financial Advisors under a 3-Tier Structure Download
IB LLC Client Agreement Download
IB LLC Client Agreement - Russian Reference Copy Download
IB LLC Consolidated Account Clearing Agreement Download
IB LLC Debit Mastercard Cardholder Agreement Download
IB LLC Fully Disclosed Clearing Agreement Download
IB LLC Individual Retirement Custodial Account Agreement Download
IB LLC Institutional Services Customer Agreement Download
IB LLC Roth IRA Custodial Account Agreement Download
IB LLC SEP IRA Custodial Account Agreement Download
Impact Application Incentive Program Terms and Conditions Download
Master Securities Lending Agreement for Interactive Brokers LLC's Fully-Paid Lending Program Download
MCB Banking Services Supplement to IB LLC Customer Agreement Download
Non-Disclosed Introducing Broker Subaccount Segregation Instruction Download
Notice and Acknowledgement of Clearing Arrangement Download
Paxos Customer Agreement Download
Paxos Discretionary Trading Supplement Download
Paxos Investment Advisor User Agreement Download
Securities Account Control Agreement Download
Supplement to Interactive Brokers LLC Client Agreement for Clients Trading U.S. Unallocated Gold Download
Supplement to Interactive Brokers LLC Client Agreement in Connection with Trading Digital Assets with Paxos Trust Company Through IB's Platform Download
Supplement to Interactive Brokers LLC Client Agreement in Connection with Trading Digital Assets with Zero Hash Through IB's Platform Download
Supplement to Interactive Brokers LLC Discretionary Trading Authorization for Financial Advisor to Trade Digital Assets with Paxos Download
Zero Hash and Zero Hash Liquidity Services User Agreement Download

IB LLC, Interactive Brokers (U.K.) Limited

Agreement for Advisors Providing Services to Interactive Brokers Customers (LLC/UK) Download
Discretionary Trading Authorization for clients of Independent Financial Advisors under a 3-Tier Structure Download
Discretionary Trading Authorization for clients of Independent Financial Advisors Download