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Activity statements are posted to the Client Portal under Performance & Reports menu followed by…

You can follow one of the procedures described below to transfer your account to a financial institution outside of the Interactive Brokers Group ("IBKR"):

• How do I transfer positions (i.e. securities and contracts) to a bank or broker in Europe or in the United Kingdom?…

All balances with the exception of accruals (e.g., interest and dividends) will be transferred at the same time. Accruals will be transferred once the cash is realized. In the case of interest, accruals are generally reversed, and cash is posted within the first week of the month following the accrual. In the case of dividends, the accrual is reversed, and the offsetting cash is posted on the date the issuer pays the dividend…

The configuration of the account following migration will match that of the current account to the extent permissible by regulation. This includes attributes such a margin capability, market data, additional users and alerts. In limited instances, an account will be migrated to a jurisdiction where the full scope of product eligibility cannot be offered. Client’s holding restricted products may migrate and maintain or close such positions but won’t be allowed to increase the position…

You will receive an email asking you to log into your Client Portal once we are ready to migrate your account. Once you log in, you will be provided with the necessary disclosures and Customer Agreement which you can consent to electronically. Clients who do not respond to the initial email will receive a series of reminder emails…

Your current account will close once all accruals have been posted to cash and transferred to the migrated account. Once closed, it will be inaccessible for trading purposes, however, it will remain accessible via an account selector from the Client Portal for purposes of viewing and printing historical statements…

Accounts maintained with IBUK are subject to the U.S. Pattern Day Trading (PDT) rule as the accounts are introduced to and carried by IBL, a U.S. broker. The PDT rule restricts accounts with equity below USD 25,000 to no more than 3 Day Trades within any 5-business day period…

Cash accounts maintained with IBUK are subject to the U.S. Free Riding Rule as the accounts are introduced to and carried by IBL, a U.S. broker. According to the Free Riding Rule, in a Cash account, an investor must pay for the purchase of a security (meaning, the trade must settle) prior to selling that security. If an investor buys a security and then sells that same security without paying for the security in full by settlement date, the investor is considered to be "free riding." Accounts that commit free riding violations will be restricted for 90 days, during which time the account can only purchase securities using settled funds…

No. IBKR commissions and fees do not vary by the broker your account is maintained with…

Yes, this migration will have no impact upon the cost basis of your positions…

The migration will have no impact upon the software you use to trade or administer your account. The technology will remain the same as it is today…

The migration of your account from IBUK to either IBIE will not affect the way in which we protect your personal data in accordance with data protection rules. Each of IBIE will take on the data protection responsibilities and will continue to meet our existing high standards for protecting your personal data…

No. Your user name, password and any 2-factor authentication process in place for your existing account will remain active following migration. You will, however, be assigned a new account ID for your migrated account…