The following forms are samples of the documents presented in our Account Registration System and may not be submitted to Interactive Brokers.
Australia Client Supplemental Custody Agreement
CAT Reporting Service Agreement (Reporting Agent)
CAT Reporting Service Agreement (Limited Reporting)
CAT Reporting Service Disclosure (Opt Out)
Discretionary Trading Authorization for clients of Independent Financial Advisors
Direct Debit Supplement to Interactive Brokers LLC Customer Agreement
IB LLC Consolidated Account Clearing Agreement
IB LLC Client Agreement (for accounts opened prior to April 16, 2021, effective as of June 11, 2021)
IB LLC Debit Mastercard Cardholder Agreement
IB LLC Fully Disclosed Clearing Agreement
IB LLC Individual Retirement Custodial Account Agreement
IB LLC Institutional Services Customer Agreement
IB LLC OATS Non-Reporting Agreement
IB LLC OATS OSO Reporting Agreement
IB LLC Roth IRA Custodial Account Agreement
IB LLC SEP IRA Custodial Account Agreement
MCB Banking Services Supplement to IB LLC Customer Agreement
Notice and Acknowledgement of Clearing Arrangement
Master Securities Lending Agreement for Interactive Brokers LLC's Fully-Paid Lending Program
Securities Account Control Agreement
Agreement for Advisors Providing Services to Interactive Brokers Customers (LLC/UK)
Discretionary Trading Authorization for clients of Independent Financial Advisors
Interactive Brokers (U.K.) Limited Customer Agreement
Interactive Brokers (U.K.) Limited Limited Customer Agreement for SIPP Account Holders
Interactive Brokers (U.K.) Limited Fully-Disclosed SIPP Account Clearing Agreement
Client Agreement for Products Carried by Interactive Brokers (U.K.) Limited
Interactive Brokers Hong Kong Client Agreement
Securities Margin Lending Agreement: Addendum 1
Interactive Brokers Hong Kong Consolidated Account Clearing Agreement
Interactive Brokers Hong Kong Fully Disclosed Clearing Agreement
Interactive Brokers Hong Kong Institutional Services Agreement
Interactive Brokers Hong Kong Limited Master Agreement: Friends and Family Accounts
Addendum [F] - Margin Lending Facility Agreement
Addendum [G] - Self-Managed Supperannuation Fund Accounts
Australian Short Position Reporting Service Agreement
Interactive Brokers Clearing Disclosure Statement - BNP Paribas
BNP Paribas Securities Services - Financial Services Guide
Intermediary Agreement: Fully Disclosed Accounts
Intermediary Agreement: Omnibus Accounts
Supplemental Terms for Corporate Customers - Leverage Facility Agreement
Third Party Authority Form and Limited Power of Attorney (Authority)
Agreement for Non-Professional Advisors Providing Services to Interactive Brokers Canada Customers
Agreement for Professional Advisors Providing Services to Interactive Brokers Canada Customers
Master Securities Lending Agreement for Interactive Brokers CANADA Inc. Fully-Paid Lending Program