If you relocate to a different country, you will be able to retain your account as long as you are not moving to a country that IBKR is prohibited from transacting business in due to government sanctions. 

However, even if relocating to a permissible country…

If your account has been opened or if you started an application under the wrong account type, then you will need to start a new application. An account type cannot be converted to another account type. 

Follow the procedure below to keep your username when opening an additional account:…

Overview

You may need to open a new IBKR account depending on which IBKR entity carries your existing account and what type of products you intend to trade…

Due to varying reasons, some clients of advisors no longer want their account to be managed by a Financial Advisor, but they wish to maintain an individual account here.

To transfer an FA Managed account to an Individual account, you must create a new Individual account where all aspects of the new account match those of the existing account (titles, tax ID's, trading permissions).  Once the new account is approved, log into the old account…

Overview

Currently Interactive Brokers Group has no legal entity operating in Switzerland with which clients can open an account…

Overview

This is an important document regarding the proposed transfer of your account from Interactive Brokers LLC (“IB LLC”) to Interactive Brokers Securities Japan, Inc. (“IBSJ”) that requires your attention. In the coming weeks, we will send you an invitation to transfer your account to IBSJ (“Invitation”). Please read the entirety of this document before deciding whether to accept or decline the Invitation…

IBKR does not support the direct re-characterization and conversion of a given account type to another as each structure typically requires specific account holder information, legal agreements and, in certain instances taxpayer reporting. Account holders who seek to convert their account from an individual to an institutional type, or vice-versa, must first …

It is not possible to convert an individual account into a Family Advisor or Non-Professional Advisor account. If you wish to open a Family Advisor or Non-Professional Advisor account, you will want to start an application…

The process of converting from an individual account to a Limited Liability Company (LLC) account is outlined below:

1. As the LLC account structure differs from that of the individual in terms of account holder information required, legal agreements and, in certain cases, taxpayer status, direct conversion is not supported and a new LLC account application must be completed online.The online LLC application may be initiated by visiting this…

Clients often request that their individual accounts be converted to advisor accounts so they can take advantage of the advisor account structure.

Unfortunately, we cannot upgrade an Individual account to an Advisor Account. You must complete a new application, which can be accessed from our home page, by selecting Open Account -> Start Application -> Input your personal information and select Financial Advisor as the account type…

A transfer of funds in your traditional IRA from one trustee directly to another, either at your request or at the trustee's request, is not considered a rollover. Because there is no distribution to you, the transfer is tax free. Because it is not a rollover, it is not subject to the 1-year waiting period required between rollovers. Trustee-to-trustee transfers are not required to be reported on Form 1099-R…

It is not possible to convert an individual account into a TFSA account.

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