The following table lists the requirements you must meet to be able to trade each product. Be sure to read the notes at the bottom of the table, as they contain important additional information. Note the information below is not applicable for India accounts.
Important: To qualify as a client, you must meet these requirements:
Account Type | Investment Objectives | Liquid Net Worth/Income Minimums Age | |||
---|---|---|---|---|---|
>50 or ORG | 41-50 | 31-40 | 21-30 | ||
Cash Account | Income or
Growth or Trading Profits or Speculation or Hedging |
>20,000/Any
(Clients aged 18-21 are eligible to trade stocks if they meet all other requirements) |
|||
Reg T Margin Account | Growth or
Trading Profits or Speculation or Hedging |
>20,000/>40,000 | |||
Portfolio Margin Account | Trading Profits or
Speculation |
>100,000/Any |
Account Type | Investment Objectives | Liquid Net Worth/Income Minimums Age | |||
---|---|---|---|---|---|
>50 or ORG | 41-50 | 31-40 | 21-30 | ||
Cash Account | Income or
Growth or Trading Profits or Speculation |
>100,000/Any | >75,000/>50,000 | >50,000/>45,000 | >20,000/>40,000 |
Reg T Margin Account | Growth or
Trading Profits or Speculation |
>100,000/Any | >75,000/>50,000 | >50,000/>45,000 | >20,000/>40,000 |
Portfolio Margin Account | Trading Profits or
Speculation |
>100,000/Any | >100,000/Any | >100,000/Any | >100,000/Any |
Account Type | Investment Objectives | Liquid Net Worth/Income Minimums Age | |||
---|---|---|---|---|---|
>50 or ORG | 41-50 | 31-40 | 21-30 | ||
Cash Account | Trading Profits or
Speculation |
>100,000/Any | >75,000/>50,000 | >50,000/>45,000 | >20,000/>40,000 |
Reg T Margin Account | Trading Profits or
Speculation |
>100,000/Any | >75,000/>50,000 | >50,000/>45,000 | >20,000/>40,000 |
Portfolio Margin Account | Trading Profits or
Speculation |
>100,000/Any | >100,000/Any | >100,000/Any | >100,000/Any |
Limited option trading is also available with ANY Investment Objective. Limited option trading lets you trade the following option strategies:
Note: Clients with accounts held by Interactive Brokers, LLC or Interactive Brokers UK limited must have an account net liquidation value of at least USD 2,000 to establish or increase an existing uncovered options position.
Account Type | Investment Objectives | Liquid Net Worth/Income Minimums Age | |||
---|---|---|---|---|---|
>50 or ORG | 41-50 | 31-40 | 21-30 | ||
Reg T Margin Account | Trading Profits or
Speculation or Hedging |
>100,000/Any | >75,000/>50,000 | >50,000/>45,000 | >20,000/>40,000 |
Portfolio Margin Account | Trading Profits or
Speculation |
>100,000/Any | >100,000/Any | >100,000/Any | >100,000/Any |
Account Type | Investment Objectives | Liquid Net Worth/Income Minimums Age | |||
---|---|---|---|---|---|
>50 or ORG | 41-50 | 31-40 | 21-30 | ||
Cash Account | Growth or
Trading Profits or Speculation 7 or Hedging |
>100,000/Any | >75,000/>50,000 | >50,000/>45,000 | >20,000/>40,000 |
Reg T Margin Account | Growth or
Trading Profits or Speculation 7 or Hedging |
>100,000/Any | >75,000/>50,000 | >50,000/>45,000 | >20,000/>40,000 |
Portfolio Margin Account | Trading Profits or
Speculation 7 |
>100,000/Any | >100,000/Any | >100,000/Any | >100,000/Any |
Account Type | Investment Objectives | Liquid Net Worth/Income Minimums Age | |||
---|---|---|---|---|---|
>50 or ORG | 41-50 | 31-40 | 21-30 | ||
Reg T Margin Account | Growth or
Trading Profits or Speculation or Hedging |
>100,000/Any | >75,000/>50,000 | >50,000/>45,000 | >20,000/>40,000 |
Portfolio Margin Account | Trading Profits or
Speculation |
>100,000/Any | >100,000/Any | >100,000/Any | >100,000/Any |
Account Type | Investment Objectives | Liquid Net Worth/Income Minimums Age | |||
---|---|---|---|---|---|
>50 or ORG | 41-50 | 31-40 | 21-30 | ||
Cash Account | Trading Profits or
Speculation or Hedging |
>100,000/Any | >75,000/>50,000 | >50,000/>45,000 | >20,000/>40,000 |
Reg T Margin | Trading Profits or
Speculation or Hedging |
>100,000/Any | >75,000/>50,000 | >50,000/>45,000 | >20,000/>40,000 |
Portfolio Margin | Trading Profits or
Speculation or Hedging |
>100,000/Any | >100,000/Any | >100,000/Any | >100,000/Any |
Notes: