RECTIFY PRIMARY CITIZENSHIP | RECTIFY NON PRIMARY CITIZENSHIP
To rectify the Primary Country of Citizenship for a specific account, use the button above to send a message to IBKR Client Services in Client Portal with proper documentation. Select Application Assistance as the ticket category followed by Document Request, then type "Rectify Citizenship" as the subject.
To rectify a NON Primary Country of Citizenship, use the button above or follow the below procedure to update this information in Client Portal:
- Log into Client Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under Account Settings find the Account Profile section
- Click the Profile you would like to edit
- Update the relevant fields
- Click Continue to advance through the screens
- If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click Continue. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
- Click OK.
Additional Information
- Editing personal information in the Client Portal Users' Guide