Interactive Brokers

Account Configuration

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Customer Types

Depending on the customer's country of residency, an account will be assigned to IB LLC, IB CAD (Canada), IB UK (Europe), or IB (India) Pvt. Ltd.



Single Customer Types

Customer Type Available Legal Vehicles Available Account Structures Explanation
Individual LLC, CA, UK, India • Individual, Joint, Trust, IRA
• Friends and Family
• Advisor 1
• Advisor Client 1
• Broker Client 1
• SIPP 2
• EmployeeTrack 3
An account owned and utilized by a single trader or investor. A Single account can be linked to multiple Single or IRA accounts.
Joint LLC, CA, UK • Individual, Joint, Trust, IRA
• Friends and Family
• Advisor Client
• Broker Client
• EmployeeTrack 3
An account owned and utilized by two individuals. Depending on the laws of your state of residence, there are three types of joint accounts: Tenants with Rights of Survivorship, Tenancy in Common, and Community Property.
Trust LLC, CA • Individual, Joint, Trust, IRA
• Friends and Family
• Advisor Client
• Broker Client
• EmployeeTrack 3
An account in which the securities are registered in the name of the trust, while a trustee controls the management of the investments.
IRA LLC • Individual, Joint, Trust, IRA
• Friends and Family
• Advisor Client
• Broker Client
• EmployeeTrack 3
Individual Retirement Account. We offer the following types of IRA accounts:

• Traditional
• Traditional Rollover
• Traditional Inherited
• Roth
• Roth Inherited
• Simplified Employee Pension (SEP)
• Simplified Employee Pension (SEP) Inherited

This account is only available for a US resident individual. An IRA account can be linked to multiple Individual or IRA accounts.
IRA Trust LLC • Advisor Client
An IRA account held at a designated Third Party Trustee.

This account is only available as a client account for a U.S Advisor.


Organization Customer Types

Customer Type Available Legal Vehicles Available Account Structures Explanation
Corporation LLC, CA, UK • Friends and Family
• Small Business
• Advisor
• Advisor Client
• Broker
• Broker Client
• Proprietary Trading Group
• Fund
• EmployeeTrack 3
An account in the name of a corporation, managed on the corporation's behalf by the corporation's officers or authorized traders.
Partnership LLC, CA, UK • Friends and Family
• Small Business
• Advisor
• Advisor Client
• Broker
• Broker Client
• Proprietary Trading Group
• Fund
• EmployeeTrack 3
An account in the name of a partnership, managed on the partnership's behalf by the partnership's officers or authorized traders.
Limited Liability Company LLC • Friends and Family
• Small Business
• Advisor
• Advisor Client
• Broker
• Broker Client
• Proprietary Trading Group
• Fund
• EmployeeTrack 3
An account in the name of a limited liability company ("LLC"), managed on the LLC's behalf by its officers or authorized traders.
Unincorporated Business LLC, UK • Friends and Family
• Small Business
• Advisor
• Advisor Client
• Broker
• Broker Client
• Proprietary Trading Group
• Fund
• EmployeeTrack 3
An account in the name of an unincorporated business, managed on the business' behalf by the business officers or authorized traders.


  1. Not available to IB India Pvt. Ltd.
  2. Only available to UK residents.
  3. You are an employee of a company that participates in IB's EmployeeTrack program.

http://www.interactivebrokers.com/en/index.php?f=accountConfig&p=cust