CONFIGURE EXCESS FUNDS SWEEP

Your IBKR Universal Account may be eligible to trade securities, commodities/futures, and cryptocurrency products. Based on eligibility and trading permissions, a Universal Account comprises up to three underlying accounts or account segments: a securities account governed by rules of the US Securities and Exchange Commission (SEC), a futures account governed by rules of the US Commodity Futures Trading Commission (CFTC), and a Cryptocurrency account. As part of our Universal Account service, you have authorized us to automatically transfer funds as necessary between your securities account and your futures account in order to satisfy margin requirements in either account. …

OPEN AN ADDITIONAL ACCOUNT

If you already have an existing Interactive Brokers account and want to open an additional account, please use the button above or follow the procedure below to open a linked account:…

DESIGNATE ACCOUNT BENEFICIARY

Only US-based Individual accounts, Joint accounts that are Tenants with Rights of Survivorship or Tenants by Entirety, and Individual IRA Account Users with a single account or multiple linked accounts can access the Account Inheritance page. From the Account Inheritance page which US-based Individual accounts and Joint accounts that are Tenants with Rights of Survivorship or Tenants by Entirety can set up a Transfer on Death and Individual IRA Accounts can add beneficiaries. Joint Accounts (except Tenants with Rights of Survivorship or Tenants by Entirety) and Trust Accounts cannot access this page. Accounts not eligible to designate a beneficiary can consider adding a Trusted Contact Person, please see:…

REQUEST PAPER TRADING ACCOUNT

To create a Paper Trading Accounts use the button above or follow the below procedure to open a Paper Trading Account:…

IBKR offers a simulated trading account to clients called a Paper trading account. Paper trading lets you use the full range of trading facilities in a simulated environment using real market conditions. Use this test environment to learn trading features such as order types without risk, learn market dynamics in new exchanges and products, and simulate and test trading strategies…

Account holders can open a new, linked account from within Client Portal. Please refer to: How do I add or link an account?…

The ability to add another person to your individual account depends upon their intended capacity or role. 

The four most common roles are as follows:…

IBKR operates as an international broker, so unless an existing client relocates to a country where we are prohibited, by regulation, from doing business, there should be no problems with continuing your relationship if you move.

Some points to consider:…

CONFIGURE ACCOUNT SETTINGS

Account Settings are configurable settings associated with your account, rather than with you and your username. All account settings are accessible from a single Account Settings screen…

In order to file a complaint with us, please submit a trouble ticket via Client Portal:

1. Login to Client Portal
2. Click on Help…

CONFIRM ACCOUNT BENEFICIARY

1. Log into Client Portal
2. Select the User menu (head and shoulders icon in the top right corner) followed by…

Overview

• A Professional Investor (“PI”) is a high-net-worth investor who is considered to have a depth of experience and market knowledge that makes them eligible for certain benefits.
• As per the Securities and Futures Ordinance (“SFO…

REQUEST PAPER TRADING ACCOUNT BALANCE

1. Log into your paper trading Client Portal by clicking the toggle on the login screen…

TRANSFER ACCOUNT TO IBKR SINGAPORE

Singapore residents having an account under Interactive Brokers LLC ("IB LLC") can transfer their account to an open…

CONFIGURE FLEX WEB SERVICES

Use the button above or follow the below procedure to enable or disable Flex Web Services to access your Flex Query statements without needing to login to your account:…