Interactive Brokers
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Forms and Disclosures

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Customer Agreements

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


IB Entity Agreement Date Updated
IB UK, IB LLC Agreement for Advisors Providing Services to Interactive Brokers Customers (LLC/UK) May 31, 2012
IB Canada Agreement for Non-Professional Advisors Providing Services to Interactive Brokers Canada Customers February 23, 2012
IB Canada Agreement for Professional Advisors Providing Services to Interactive Brokers Canada Customers June 30, 2011
IB Canada Appointment of Canadian Financial Advisor and Request to Send Trade Confirmations and Account Statements To Advisor July 14, 2011
IB Canada Appointment of Canadian Financial Advisor (Unregistered) and Request to Send Trade Confirmations and Account Statements to Advisor July 14, 2011
IB UK, IB LLC Discretionary Trading Authorization/Power Of Attorney For Financial Advisor/Request To Send Trade Confirmations and Account Statements To Advisor July 11, 2011
IB Canada IB Canada Customer Agreement May 19, 2014
IB LLC IB LLC Consolidated Account Clearing Agreement November 6, 2013
IB LLC IB LLC Customer Agreement May 19, 2014
IB LLC IB LLC Fully Disclosed Clearing Agreement March 26, 2014
IB LLC IB LLC Institutional Services Customer Agreement May 19, 2014
IB LLC IB LLC IRA Customer Agreement May 19, 2014
IB LLC IB LLC OATS Non-Reporting Agreement November 1, 2010
IB LLC IB LLC OATS OSO Reporting Agreement February 24, 2012
IB LLC IB LLC Roth Customer Agreement May 19, 2014
IB UK IB UK Limited Customer Agreement May 19, 2014
IB UK IB UK Limited Customer Agreement for SIPP Account Holders August 31, 2009
IB UK IB UK Limited Fully-Disclosed SIPP Account Clearing Agreement April 17, 2013
IB UK Interactive Brokers (U.K.) Limited Client Agreement For Products Carried By IB U.K. April 17, 2013
IB UK, IB LLC Master Securities Lending Agreement for Interactive Brokers LLC Fully-Paid Lending Program January 9, 2014

http://www.interactivebrokers.com/en/index.php?f=legalDocs&p=agreements