Forms and Disclosures

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 LLC

Australia Client Supplemental Custody AgreementNovember 2, 2015

Direct Debit Supplement to Interactive Brokers LLC Customer AgreementMarch 29, 2019

IB LLC Consolidated Account Clearing AgreementNovember 6, 2013

IB LLC Customer AgreementMay 14, 2018

IB LLC Debit Mastercard Cardholder AgreementAugust 14, 2017

IB LLC Fully Disclosed Clearing AgreementJuly 12, 2018

IB LLC Individual Retirement Custodial Account AgreementJanuary 1, 2017

IB LLC Institutional Services Customer AgreementJanuary 3, 2019

IB LLC OATS Non-Reporting AgreementNovember 1, 2010

IB LLC OATS OSO Reporting AgreementFebruary 24, 2012

IB LLC Roth IRA Custodial Account AgreementJanuary 1, 2017

IB LLC SEP IRA Custodial Account AgreementJanuary 1, 2017

MCB Banking Services Supplement to IB LLC Customer AgreementAugust 14, 2017

Notice and Acknowledgement of Clearing ArrangementJuly 12, 2018

Master Securities Lending Agreement for Interactive Brokers LLC Fully-Paid Lending ProgramMarch 5, 2018

Agreement and Limited Power Of Attorney For Participation in Interactive Brokers Stock Yield Enhancement ProgramJune 5, 2019


IB LLC, Interactive Brokers (U.K.) Limited

Agreement for Advisors Providing Services to Interactive Brokers Customers (LLC/UK)March 10, 2015

Discretionary Trading Authorization Agreement For Advisor And
Request To Send Trade Confirmations And Account Statements To Advisor
December 23, 2015


Interactive Brokers (U.K.) Limited

Interactive Brokers (U.K.) Limited Customer AgreementFebruary 26, 2019

Interactive Brokers (U.K.) Limited Limited Customer Agreement for SIPP Account HoldersAugust 31, 2009

Interactive Brokers (U.K.) Limited Fully-Disclosed SIPP Account Clearing Agreement April 24, 2019


IB Hong Kong Limited

Interactive Brokers Hong Kong Agreement for Advisors Providing Services to Interactive Brokers ClientsMay 9, 2017

Interactive Brokers Hong Kong Client AgreementApril 29, 2019

Interactive Brokers Hong Kong Consolidated Account Clearing AgreementApril 29, 2019

Interactive Brokers Hong Kong Fully Disclosed Clearing AgreementJuly 12, 2018

Interactive Brokers Hong Kong Institutional Services AgreementApril 29, 2019

Agreement and Limited Power Of Attorney For Participation in Interactive Brokers Hong Kong Ltd Stock Yield Enhancement ProgramJanuary 19, 2018

Master Securities Lending Agreement for Interactive Brokers Hong Kong Limited Fully-Paid Lending Program January 19, 2018


IB Australia Pty Ltd

General Terms and ConditionsJuly 18, 2018

Interactive Brokers Clearing Disclosure Statement - BNP ParibasJuly 3, 2018

BNP Paribas Securities Services - Financial Services GuideJuly 3, 2018

Intermediary Agreement: Fully Disclosed AccountsJune 24, 2019

Intermediary Agreement: Omnibus AccountsJuly 22, 2019


IB Canada

Agreement for Non-Professional Advisors Providing Services to Interactive Brokers Canada CustomersApril 10, 2018

Agreement for Professional Advisors Providing Services to Interactive Brokers Canada CustomersApril 10, 2018

Appointment of Canadian Financial Advisor and Request to Send Trade Confirmations and Account Statements To AdvisorJuly 14, 2011

Appointment of Canadian Financial Advisor (Unregistered) and Request to Send Trade Confirmations and Account Statements to AdvisorJuly 14, 2011

IB Canada Customer AgreementJanuary 3, 2019

Master Securities Lending Agreement for Interactive Brokers CANADA Inc. Fully-Paid Lending ProgramJanuary 11, 2018

Agreement and Limited Power Of Attorney For Participation in Interactive Brokers Canada Inc. Stock Yield Enhancement ProgramMay 20, 2019