How do I upload documentation to the IBKR Hedge Fund Capital Introduction Program (HFCIP)?

Once logged in to your hedge fund account, click the Discover menu followed by Investors' Marketplace. Once there, select Advertise Services followed by Investing and Hedge Funds, then click on the drop down menu labeled “Change Information Provided in Hedge Fund Capital Introduction Program (HFCIP) Application.” Select “Fund Investment Strategy and Status” to access the fields you can access, including returns, assets under management and minimum investment requirement. You must click submit to record the changes and the changes will be reflected in the Marketplace the next business day…

Once logged in to their accounts, eligible hedge funds can click the Discover menu followed by Investors' Marketplace. From there, click Advertise Services followed by Hedge Funds in the Finance section. Hedge funds with a hedge fund manager master account may only access Hedge Fund Capital Introduction Program (HFCIP) through their master account. If you cannot view the hedge funds option, please ensure you are logged in to the correct IBKR account and that you meet the HFCIP eligibility requirements. From there you will be prompted to fill out an application…

Once logged into your hedge fund account, click the Discover menu followed by Investors' Marketplace and Advertise Services. From there, select Investing followed by Hedge Funds and then click on the drop down menu labeled “Hedge Fund Capital Introduction Program Administration.” There you will find two separate options, one to approve transfers and one to approve redemptions. Once both you and your third-party administrators approve these requests, the transfer of funds or redemption of funds will be processed…

The IBKR Hedge Fund Capital Introduction Program (HFCIP) allows participating hedge funds to post basic information regarding the fund, the fund manager, and the fund’s trading strategy for review by potential investors.

Specifically, participating hedge funds can upload the fund’s private placement memoranda, subscription documents, a brief description of the fund, a summary of the fund and its investment strategy, recent performance summaries and/or letters to investors, and the contract between the fund and its management entity…