Eligible clients can use the button above or follow the below procedure to switch from IBKR Pro to IBKR Lite (and vice versa):
- Log in to Client Portal.
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
- Under Account Settings find the Account Configuration
- Click IBKR Pricing Plan.
- The IBKR Pricing Plan screen opens up.
- Select IBKR Liteor IBKR PRO.
- Click CONTINUE and follow the prompts on the screen.
If you see an info icon instead of the gear icon then you do not currently qualify for IBKR Lite. Click on the info icon to see the reason for not qualifying.
Please Note
- Any outstanding “Good-til-Cancelled” (GTC) orders will be cancelled when an account is re-classified.