What account types are eligible for the X Cashtags promotion?

Individual accounts (both standalone accounts and clients of Financial Advisors) and organizational accounts including Lite customers are eligible for fractional share permissions with the exception of the following:

• ISA/JISA accounts
• PEA accounts…

Under the Refer a Friend promotion, you can open an Individual or Joint general investment account. The following account types are not eligible for the promotion:

• Tax-deferred accounts: This includes ISA, TFSA, and IRA accounts
• Professional accounts: Accounts held by Financial Advisors, Hedge Funds, or Institutional Clients…

The X Cashtags promotion is currently available only to eligible U.S.-based clients and is not offered outside the United States.

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Existing Interactive Brokers clients are not eligible for the X Cashtags promotion. This promotion is available only to new Interactive Brokers clients who open an account through the offer; those with an existing IBKR account do not qualify…