What trading permissions do I need to trade mutual funds?

MANAGE TRADING PERMISSIONS

Only U.S. legal residents who have a U.S. address can trade U.S. Mutual Funds.

Only non-US residents can trade non-US mutual funds, and eligibility may be further restricted by jurisdiction.

Use the button above to update your trading permissions or follow the below procedure:

1. Log in to Client Portal
2. Select the User menu (head and shoulders icon in the top right corner) followed by Settings
3. Under Account Settings find the Trading section

4. Click on Trading Permissions
5. Locate Mutual Funds section, select Add/Edit or Request under Mutual Funds, check the box for the appropriate region, and click on CONTINUE.
6. Review and sign the disclosures and agreements.
7. Click CONTINUE and follow the prompts on screen.

Please Note

• IBKR cannot disclose its eligibility requirements for products. Please do not contact Customer Service to ask for these criteria as they cannot provide additional information.
• Trading permission requests may take 24-48 hours to be reviewed. 

Additional Information

• Managing trading permissions available in our Client Portal User's Guide. 
• How to trade mutual funds in our TWS User's Guide.