Escrow accounts will be visible in Client Portal in the same way as all other accounts owned by the clients. You will have read only access to the new escrow account and obtain statements & reports.

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IBKR created an “escrow account” for you to hold positions in sanctioned securities so they are segregated from your other holdings in accordance with sanctions regulations.

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This escrow account will be used only to hold your sanctioned securities, which cannot be traded or transferred.

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No, you are not able to cancel your escrow account so long as you hold sanctioned securities.

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You can generate statements through Client Portal just as you would for your regular account.

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Your escrow account is linked to your regular account(s) but its equity is not considered part of the value of your non-escrow account(s), as these securities are subject to sanctions.

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Dividends may be paid on certain Russian securities; however, as these will appear in escrow accounts, all transactions remain blocked until sanctions are lifted. Additionally, updates and changes from our Russian custodian may result in adjustments to previously credited amounts…

Yes, your assets will remain in the escrow account but have the same protections as your IBKR brokerage account.

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All sanctioned securities are non-marginable and cannot be used as collateral to support other positions.

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Yes, statements should be generated in the same way you would if you held multiple non-escrow accounts.

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The tax impact of your escrowed assets may vary by your location. Interactive Brokers recommends you consult with a local tax professional to understand the specific tax impacts of these sanctioned securities.

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