To open a new joint account within Client Portal:
- Log in to Client Portal
- Click Open Account (located in the upper-right hand corner)
- Click Individual, Joint and Retirement Accounts (be sure to choose Joint as the account type)
Once complete, your application will then be reviewed for approval by our Compliance Officer. Please allow time for the completion of the due diligence checks and application review. IBKR is trying to review as many applications as possible given the current environment.
Please Note
- IBKR accepts applications from citizens or residents of most countries except those of countries prohibited by the U.S. Office of Foreign Assets Control (OFAC). You can find a list of available customer types by country on our website.
Additional Information
- What types of Joint accounts do you offer?
- If you have an existing Interactive Brokers account, you can open a linked Joint account through Client Portal. Please see How do I add an account?