How Do I?

How Do I Trade at IB?

IB supports several trading platforms designed to meet the different trading needs of our customers. Your login credentials give you access to all of our trading platforms, which you can access at any time based on your current need. Choose from our desktop platforms WebTrader and TWS, or our mobile solutions which support many of the most popular devices. We also offer several API solutions if you prefer to connect to IB via your own front end.


How do I Trade Bonds?

Trade corporate, municipal and treasury bonds using TWS. This section shows you how to upgrade your trading and market data permissions to allow bond trading, and how to trade bonds through TWS.


How Do I Monitor My Account

IB provides multiple, customizable tools and resources to help you monitor the performance of your portfolio and measure it against popular benchmarks, see your realtime account balances, check P&L and margin requirements, and analyze and adjust your risk profile to keep your portfolio within the limits of your risk tolerance.


How Do I Deposit, Withdraw and Transfer Funds and Positions?

Funds management, such as depositing, withdrawing, and transferring cash and positions into and out of IB, is administered through Account Management. Use your login credentials to log into Account Management from the Login menu on the IB web site, or access it directly from within TWS using the Account Management command on the View menu.

How do I Add Products and Market Data?

Add new trading products and manage your subscription-based market data feeds at any time by logging into Account Management and opening the Trading Access menu.


How do I Borrow and Lend?

Interactive Brokers offers borrow/loan trading in the Trader Workstation via AQS®, the first automated, centrally-cleared electronic marketplace for Stock Borrow and Loan transactions. Find out if you are eligible to use the Stock/Borrow Loan tool, how to set up your trading permissions, and how to borrow and lend using TWS. Not available to IB Canada customers.


How Do I Upgrade to Portfolio Margin?

If you have a balanced portfolio of hedged positions, you may achieve greater leverage and lower margin requirements via a Portfolio Margin account. Customers who maintain a minimum balance of USD 100,00 and who have options trading permissions are eligible to apply for an upgrade.