The documents which are required to be submitted as part of the application process vary by the account type (e.g., trader and investor, institutional, educator, referrer) and its structure (e.g., individual, trust, partnership, corporation, LLC). Detailed requirements are available on the website by selecting the…

In order to ensure your account's information is up to date, you may be asked to upload new documents for your account.

Please follow the instructions provided in the document request message that you have received…

Hong Kong SFC regulations require Interactive Brokers to complete a signature verification before an account can be opened, in order to validate a client's identity.  

Signature Verification Methods Available:…

Proof of Residential Address for Individual, Joint and IRA accounts at IBLLC can be satisfied with a copy of ONLY ONE of the documents below.

The document submitted must be dated within the last twelve (12) months, show your full name and current residential address as listed on the application and must be a letter headed document…

The document must be current and valid or less than six (6) months old (depending on the document type, as detailed below), must clearly show the applicant's full name, the current address and must be a letter headed document…

Although we will review existing documents on file against the new document requirements, in order to speed up the review process we recommend uploading all of the requested documents during the application even if existing ones might be still valid…

Upon receipt of the document Interactive Brokers will try to arrange for an internal translation.

You should receive a feedback shortly on your email address on record or within the message center in Client Portal…

These documents can be sent via the electronic application or by mail to the address indicated on our website. Please be sure to include your account number.

If you decide to send your SSN/SIN by mail, please be aware that you would need to enter a generic SSN/SIN in the application which will require you to send us two (2) documents for proof of ID by mail:…

The document must be current and valid and must clearly show: full name, date and place of birth, clear photograph, signature of the holder, document number, expiration date and country of issue. If the information required is on multiple pages, please provide copies of all of those pages…

A Proof of Trader Authority is a document issued by an entity or individual (the "Account Holder") who owns an account with Interactive Brokers (the "Account") that grants a person (the "Trader") with trading access to the Account.

The Account Holder should…

IB Canada will only accept original PDF downloads for Proof of Identity (ID) and Proof of Address.

Proof of Identity and Date of Birth: The identity document must be currently valid and include the person's photograph, full name, date of birth and the expiration date. For this purpose, IBKR will accept ONE of the following documents:…

Original paper copies can be mailed to our office at the following address:

1800 Avenue McGill College Ave #2106, Montréal, QC H3A 3J6…

Client of IBKR Australia are required to provide certified copies of account opening documents.

Details are provided within the document "Interactive Brokers Australia Pty Ltd Certified Copy Certificate - Identification for Individuals". You can find this document on the IBKR website on the Forms and Disclosure page under Customer Service…

Clients who reside in Japan can apply for only an account with  Interactive Brokers Securities Japan Inc. ("IBSJ") to trade domestic and foreign products.

Please click here to find information on the documents required for account opening…

No. In order to open an account with IB Hong Kong you must be a resident of Hong Kong and have a Hong Kong ID.

Please Note…