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How can I open a Joint account?
To open a new joint account within Client Portal:…
How do I open a margin account?
The account application is completed online and can be initiated by clicking the red 'Open Account' button located in the upper-right hand corner of our home page. In order to open a margin account, you must choose Margin Account as your Account Type during the application process. If you open a cash account, you may also request Margin trading permissions at a later date through…
IB Australia account types and product offerings
Interactive Brokers Australia Pty Ltd (“IB Australia”), which holds an Australian Financial Services License (“AFSL” No. 453554), is headquartered in Sydney and provides services to Australian clients. IB Australia clients, products and services have some unique characteristics when compared to the Interactive Brokers (“IBKR”) global account and product suite. The purpose of this document is to outline these characteristics of the IB Australia offering…
What is the difference between a "live" and a "paper" IMPACT account?
When you sign up for an IMPACT or Global Trader account, you also automatically receive a "paper" trading account. This account provides simulated trading funded with $10,000 of paper money. Choose whether you want to log into your live or paper account using the…
What types of Joint accounts do you offer?
IBKR offers the following types of joint accounts:
What is a non-day trading account?
Firms are required to set minimum criteria for day trading accounts. Clients who specify their Liquid Net Worth as less than USD 5,000 or list stock knowledge as limited qualify for non-day trading accounts. If non-day trading accounts make two day trades within a five day period, the account will be restricted to allow only closing orders on existing positions for 30 days. Clients can make a one-time request to remove this restriction if they did not intend to pursue a day trading strategy when making the second trade. To do this, "Preview" the order and click the "Remove Restriction" link…
How can I open a Small Business account?
The account application is completed online and can be initiated by clicking the red 'Open Account' button located in the upper-right hand corner of our home page. From there, choose the option for 'Small Business…
How can I open an estate account with IBKR?
IBKR does not accept applications from existing estate accounts but will only create an estate account in the event of the death of an existing account holder. When an estate account is created for an existing account holder, assets will only be distributed in the name of the estate and not to individual heirs. Notification of the death of an IBKR account holder should be sent to…
How can I open a cash account?
The account application is completed online and can be initiated by clicking the red 'Open Account' button located in the upper-right hand corner of our home page. In order to open a cash account, you must choose Cash Account as your Account Type during the application process…
What account types are offered to applicants?
IBKR offers individual, joint, trust, IRA, UGMA/UTMA, partnership, corporation, Limited Liability Company and unincorporated business account types. The account type available to a given applicant depends upon a combination of their country of legal residence (or formation if an entity) and the desired account structure. Visit our website to view…
IB Australia Margin Accounts
IB Australia Pty Ltd (“IB Australia”), which holds an Australian Financial Services License (“AFSL” No. 453554), is headquartered in Sydney and provides services to Australian clients. IB Australia clients, products and services have some unique characteristics when compared to the Interactive Brokers (“IBKR”) global account and product suite. The purpose of this document is to outline IB Australia's margin lending offering…
IBUK trust account FAQ
Can I open a Trust account with IB UK?
Yes, you are able to open a Trust account under the IBUK legal entity. To open a Trust account, follow these steps:…
Can I open a Joint account with more than two account owners?
IBKR offers joint accounts with only two owners. If you wish to open an account with multiple owners in excess of two, you would need to first form a legal entity such as a partnership, corporation, limited liability company or unincorporated business and then submit an application on behalf of that entity. Documentation required of entity accounts includes proof of existence (click…
How do I open a RSP/TFSA account?
To start the account application from our homepage:
- From IBKR’s webpage select Open Account
- Choose Individual, Joint and RSP/TFSA Accounts (be sure to choose RRSP, SRSP, or TFSA as the account type)…