How can I remove the -F account?

MANAGE TRADING PERMISSIONS  | TRANSFER FUNDS INTERNALLY

Use the buttons above and follow the below procedure to remove the -F account:

  1. Close your open positions in CFDs, OTC metals and non-US index options. See: How do I close a position in TWS?
  2. Log in to Client Portal
  3. Select the User menu (head and shoulders icon in the top right corner) followed by Settings
  4. Under Account Settings find the Trading section
  1. Click on Trading Permissions
  2. Scroll down to "Index Options", uncheck the boxes for non-US Countries, click Continue and confirm. Note: it is not required to remove "Stock and Index CFDs", "Forex CFD", or "Metals/Global" permissions
  3. Transfer all cash funds balances internally from the -F account to the main account by selecting Transfer & Pay followed by Transfer Funds
  4. Select the -F account by clicking on the displayed account number in the light blue oval in the upper part of the page to open the Account Selector side window. Select the -F account number and click Continue
  5. Select the Internal Transfers tab and choose the account with no -F at the end as the Destination Account
  6. Select "Full Transfer", click Continue and confirm. The transfer will be reflected on the account instantaneously
  7. Finally, contact Client Services and request to close your -F account.

Please Note

  • If you remove an -F account (IB-UKL) you will not be able to trade in CFDs, OTC metals and non-US index options.
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