Forms and Disclosures
The following forms are samples of the documents presented in our Account Registration System and may not be submitted to Interactive Brokers.
AMEX Card Supplement to Interactive Brokers LLC Client Agreement | Download |
Australia Client Supplemental Custody Agreement | Download |
CAT Reporting Service Agreement (Reporting Agent) | Download |
CAT Reporting Service Agreement (Limited Reporting) | Download |
CAT Reporting Service Disclosure (Opt Out) | Download |
Direct Debit Supplement to Interactive Brokers LLC Customer Agreement | Download |
Discretionary Trading Authorization for clients of Independent Financial Advisors | Download |
Discretionary Trading Authorization for clients of Independent Financial Advisors under a 3-Tier Structure | Download |
IB LLC Client Agreement | Download |
IB LLC Client Agreement - Russian Reference Copy | Download |
IB LLC Consolidated Account Clearing Agreement | Download |
IB LLC Debit Mastercard Cardholder Agreement | Download |
IB LLC Fully Disclosed Clearing Agreement | Download |
IB LLC Individual Retirement Custodial Account Agreement | Download |
IB LLC Institutional Services Customer Agreement | Download |
IB LLC Roth IRA Custodial Account Agreement | Download |
IB LLC SEP IRA Custodial Account Agreement | Download |
Impact Application Incentive Program Terms and Conditions | Download |
Master Securities Lending Agreement for Interactive Brokers LLC's Fully-Paid Lending Program | Download |
MCB Banking Services Supplement to IB LLC Customer Agreement | Download |
Notice and Acknowledgement of Clearing Arrangement | Download |
Paxos Customer Agreement | Download |
Paxos Discretionary Trading Supplement | Download |
Paxos Investment Advisor User Agreement | Download |
Securities Account Control Agreement | Download |
Supplement to Interactive Brokers LLC Client Agreement for Clients Trading U.S. Unallocated Gold | Download |
Supplement to Interactive Brokers LLC Client Agreement in Connection with Trading Digital Assets with Paxos Trust Company Through IB's Platform | Download |
Supplement to Interactive Brokers LLC Discretionary Trading Authorization for Financial Advisor to Trade Digital Assets with Paxos | Download |