Use the button above to update your trading permissions or follow the below procedure to update your trading permissions
- Log into Client Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- If you manage multiple accounts, select an account by clicking on the account number to popup the Account Selector
- Under Account Settings find the Trading section
- Click on Trading Permissions
- To add trading permissions, select Add/Edit or Request under the product you wish to trade and check the box next to whichever trading permission or program you want to request
- To remove trading permissions, select Add/Edit under the product you wish to edit and uncheck the box next to the permissions you want to remove
- Once you have finished making your selections, click the CONTINUE button at the bottom of the page
- Review any additional disclosures presented and continue through until you have completed all of the prompts
- Review your financial information and investment objectives on the following pages and make any necessary changes and confirm your request
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.
- Permission upgrades are subject to Compliance review to assess eligibility and this review process is typically completed within 1-2 business days; permission downgrade requests will be processed overnight.
- A trading permission will not display as a choice if your account does not meet the qualifications.
- If clients do not have the requisite experience or knowledge, they can take a quiz that will be scored. If they pass the quiz (60%) and meet the other requirements, they will be approved for the trading permission.
- If rejected for a requested trading permission, clients cannot make that same request for 30 days, either in the application or later in Client Portal.
- When removing fractional share trading permissions, any remaining fractional share positions will be liquidated.
Additional Information
- Client Portal Users' Guide
- What are the requirements in order to qualify for various trading permissions?
- How do I cancel a pending request to modify trading permissions?
- What account type is needed to trade options?
- How do I trade U.S. penny stocks?
- How do I trade foreign stocks?
- What trading permissions do I need to trade spot currencies?
- How do I upgrade from a Cash type account to a Margin type account?