An Investeringssparkonto (ISK) or Investment Savings Account is a type of investment account in Sweden designed to make it easier and more tax-efficient for individuals to invest in stocks, funds, and other securities. It was introduced in 2012 by the Swedish government to encourage private savings and investing…

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To transfer securities and/or cash from your existing Investeringssparkonto (ISK) account at your other financial institution to IBKR please use the button above or follow the steps below:…

An Investeringssparkonto (ISK) account is a form of savings account where you can save in, for example, shares and funds. You do not pay any tax on the profits you make. Instead, you pay an annual tax based on the total value of your assets and deposits, regardless of whether you make a profit or a loss. You do not have to declare the profits or losses you make on your ISK. The tax calculator is available on the Swedish Tax Authority website. Please find it…

If you are a new client of IBKR, you can apply for an Investeringssparkonto (ISK) account online by clicking on this link. You will select the ISK account on the Account Type Selection page of the application. Please note that we will always open an ISK linked to a trading/general investment account (GIA). …

Clients are not required to report individual trades, dividends, or gains within an Investeringssparkonto (ISK) account on their tax return. Interactive Brokers calculates the ISK client's standard income and reports it to the Swedish Tax Agency (Skatteverket), which incorporates this information to pre-populate the client's annual tax return and determine the tax owed. The client then reviews and submits the return as usual, with the tax paid alongside their other taxes…

No, IBKR will not be paying interest on cash held in an ISK account, but you can get interest on your cash in your linked trading/general investment account (GIA). …

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Account Structure…

Interactive Brokers does not charge for position transfers…

Allowed Investment Products in IBKR's ISK:

• Foreign (non-Swedish) Stocks*…

What is the ISK Capital Base?

The taxable capital base for your Swedish Investment Savings Account (ISK) is calculated based on two components:…

Only Swedish tax residents are eligible to open and maintain an Investeringssparkonto (ISK) account and eligibility is not based on citizenship. If you move abroad and cease to be a Swedish tax resident, you must generally convert your account…

In your ISK account we will automatically convert currencies when trading non-SEK denominated securities, as well as sale proceeds. To do this, we will engage in “spot” currency transactions on your behalf in order to settle your buy orders or convert the proceeds of a sell order. For opening orders we will base the exchange rate off the spot exchange rate at the time of trade plus our 0.03% fee. For closing orders any non-SEK balances will be closed at the end of the trading day at the closing exchange rate of the day plus our 0.03% fee…

Our client services team is on hand to help via phone or email.

If you have any additional questions about opening an Investeringssparkonto (ISK) account or your ISK account, please contact our Client Services team who are available 24 hours Monday-Friday. For contact details, visit the …

Coupon payments from bonds held in an Investeringssparkonto (ISK) account are added to the cash balance of the account and contribute to its overall value. These payments do not incur additional or separate taxation. If the interest rate from the bond exceeds the government borrowing rate, there is no direct impact within an ISK because all returns (including high-interest income) are still covered under the standardized tax model…

There are no limits on how many Investeringssparkonto (ISK) accounts a single person can have. However, you can have only one ISK account with IBKR. …