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IB Customer Communiqué
Happy Holidays
Shenzhen Connect
Trading in China Expands with
Shenzhen-Hong Kong Stock Connect
In 2014, the Shanghai-Hong Kong Stock Connect program opened the Shanghai Stock Exchange to IB's Hong Kong and international clients. With the announcement of its new Shenzhen-Hong Kong Stock Connect program, China continues to expand its universe of stocks that are available to trade. IB is an exchange participant in this program, so our Hong Kong and international clients can now trade designated Chinese securities on the Shenzhen Stock Exchange and enjoy expanded access to China's emerging industries.
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2016 Tax Form Availability
Now that it's getting to be tax season, we'd like to remind all of our clients that we will make all tax forms available from within Account Management on the Reports > Tax > Tax Forms page on or before the dates listed below.
For all US Accounts except IRA accounts
  • Consolidated 1099 - February 15, 2017
    • 1099INT
    • 1099DIV
    • 1099OID
    • 1099MISC
    • 1099B
  • Dividend Report - February 15, 2017
  • Work sheet for Form 8949 (gains and losses) - February 15, 2017
For all IRA accounts

Form 1099R and Form 5498 for 2016 will be provided to you by Equity Trust, the 2016 Trustee for these accounts. These forms should be available on or before the following dates:
  • Form 1099R - January 31, 2017
  • Form 5498 - May 31, 2017
For non-US persons and entities

You will receive US tax reporting Form 1042S, which shows US source payments and US withholding. You will receive one form for each type of payment (interest, dividend, return of capital, etc.) that you received from US sources during 2016 on or before March 15, 2017. For most customers, there is no need to do anything further; however, you should consult your local tax advisor about these forms.

For all IB Canada Accounts

Canadian and Quebec tax forms will be available on or before the following dates:
  • Forms T4, T-5, T5008 - February 28, 2017
  • Forms RL3 and RL18 - February 28, 2017
  • Form T-3 - March 31, 2017
  • RL15 and RL16 - March 31, 2017
Although we try to minimize changes to these forms after they are issued, information about payments continues to be provided to us from the marketplace that may necessitate that the forms be updated. If your form is updated after being issued, you will be notified by email. No forms will be mailed.
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2017 Calendar App
2017 International Trading Calendar
Holiday and Expirations HTML App
Our annual calendar displays exchange holidays and contract expiration dates for the major exchanges and products around the world. View the HTML Calendar App on your mobile, tablet, desktop or laptop device. For your convenience, the calendar is also available as a PDF in poster size and wallet size.
View the Calendar
Trader Workstation Key Enhancements
We remain dedicated to improving our clients' trading experience. With that in mind, here are some important recent enhancements to our TWS trading platform.

IB TWS for Mobile
IB TWS for Mobile Reimagined
We have made significant enhancements to our mobile trading platform this past year. In addition to introducing a modern look and feel for maximum usability, we streamlined and improved many features in IB TWS for Mobile, including Order Entry, Option Chains, full screen charts, and, by popular demand, added a color theme selector.
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IBot Goes Mobile and Gets Smarter
In our last Communiqué we introduced you to IBot, a language interface to trading. We are pleased to announce that not only is IBot available on IB TWS for iOS, but also includes voice support using a recognition engine specially fine-tuned to understand financial terms. This is a natural way to trade on the go.

We've also made IBot smarter - it now supports more trading commands. You can issue Market Scanner queries, view Option Chains and Level II/Market Depth.
Learn More
Desktop TWS Voice Feedback in Your Native Language
You can now get voice feedback from our desktop platform TWS in your native language. For example, if you set your TWS desktop language to German, the audio feedback for all key actions will be in German.
New Research Providers
Today's traders demand the best research available. That's why we have expanded our research to include the following premium research providers:
  • Websim
  • StockTwits
  • Motley Fool
  • Nightberg
  • Strategas
  • Alexandria
  • Seeking Alpha Transcripts
  • MNI News
  • Hammerstone markets feed
  • Gimme Credit
  • Intrinio
  • New Constructs Institutional
  • WrightFirst
  • Fingraphs
  • Social Alpha
  • EOTPro
All News and Research
Institutional Research
Additional New Features
  • IB TWS for Android now fully supports IB Registered Investment Advisor accounts. Note: group and profile setup is available in desktop TWS. Coming soon: iOS support.
  • Our Chinese clients can now get TWS for Mobile Android from their local stores: Baidu and Qihoo360.
IRA Account Updates
In the past, our IRA customers were responsible for a $7.50 quarterly fee charged by our trustee. Beginning in January 2017, IRA customers will no longer have to pay this fee.

Effective January 1, 2017, Interactive Brokers will be the trustee for IRA accounts previously supported by Equity Trust Company.
New CME Globex Products
CME GLOBEX Natural Gas options are now available for trading. These are European style, trading class LNE, with a trading volume > 20,000 contracts per day.
Three-Tier Advisor Accounts
We recently added support for Advisors who require special account structures. For Advisor consolidators that service other smaller Advisors, we now have an Advisor-Advisor account in which an Advisor can manage multiple Advisors. For Advisors who need to manage multiple accounts for a single client, have these accounts margined together and have the ability to let different traders manage parts of a client's money, we now offer the Advisor-Separate Trading Limit account, which lets an Advisor manage a client account with a Separate Trading Limit account below. This is in addition to our existing Three-Tier Accounts for Broker-Advisor and Broker-Separate Trading Limit accounts.
Learn More
IB Traders' Insight
Traders' Insight
In the past year, Traders' Insight, our daily global market commentary written by industry contributors, added video commentary from the CME Group, research providers and our own analysts. You can also find these videos on a dedicated playlist on our IB YouTube channel, where you can subscribe to and receive automatic notification by email of any new IB YouTube posts. Subscribe to our free Traders' Insight email alerts to receive links to featured video commentary in the daily updates.
Visit IB Traders' Insight
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Investors' Marketplace
Are you looking for an advisor to trade for you or a hedge fund in which to invest? Are you an advisor looking to advertise your investment services to our worldwide client base, or a hedge fund looking for administrative or compliance services? You can do all of these and more at the Investors' Marketplace, our groundbreaking online forum where individual traders and investors, institutions and third-party service providers meet and do business together on our platform.

In past year, the Marketplace has continued to grow, attracting more and more service providers every day.
Visit Investors' Marketplace
Low cost, breadth of product and technology innovation consistently drive our progress at IB, and we continue to be recognized for the unique advantages we provide to our clients.
Barron's Award
Rated a Top Online Broker for the Sixth Consecutive Year by Barron's 2016
WSL Award
Winner 2016
"Best Options Trading Platform - Broker"
Winner 2016 "Best Broker-Dealer Futures
HFM Award
Winner 2016
"Best Prime Broker - Start-ups"
View all our Awards
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Hedge Funds are highly speculative and investors may lose their entire investment.

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