Print this page as a checklist for opening an account.
Complete the Investment Manager Electronic Application
There are two ways to submit an application:
by paper. All
methods are available after selecting Account
Fully electronic (for fastest processing).
You will be asked to establish a username and password at the beginning of
the process so that all the information you enter will remain secure. While
most customers will complete their application in a fully electronic fashion,
we are sometimes required to receive paper documents which should be forwarded
to the addresses listed under Contact
Us/Document Submission Information on the IB website.
Fund Your Account You are not required to fund your account but if you'd like to do so,
you will be presented with several options at the end of the registration
Send a check* (with your deposit instruction form, application or account
number written on the check) or wire (call or visit your bank to initiate)
as specified in your deposit
instructions to IB. Electronic Funds Transfer (ACH),
Broker-to-Broker Transfer (ACAT), and IB Internal Transfers will automatically
transfer. If we do not receive your funds in 45 days from approval the account
will be closed.
Application Review We will review your application for approval once your entire
application has been completed. Your application is complete once there
are no outstanding application tasks within Finish Application,
located in the Login drop-down list in the upper right corner of the IB
homepage. Sometimes after you have completed the application we require
additional steps. You will be notified by email and within Login/Complete
Application if this is the case.
Application Review Results You will be notified by email and within Login/Complete
Application of the results of our application review. Fully completed
applications will be processed within 48 business day hours under normal
You can complete the required information and
send the form to the fund. They should designate someone as an authorized
person to sign on behalf of
fund, and then
You can send the application to the fund. Their authorized person should
complete and sign on behalf of the fund, and then
log into Account
Management at any time to see the status of the fund's applications.
*Checks or bank drafts are not available for IB Canada customers.