Upon the death of an IBKR account holder, surviving family, heirs, beneficiaries or executors should notify IBKR Client Services via email to:
- estateprocessing@interactivebrokers.com (for US and European accounts)
- estateprocessingca@interactivebrokers.com (for Canadian accounts)
- estateprocessingapac@interactivebrokers.com (for Hong Kong, Australia or Singapore accounts).
Upon receipt of a certified death certificate, IBKR will commence estate processing to determine appropriate distribution of assets. The process varies based upon account type, jurisdiction and other factors. Processing instructions will be provided to verified estate administrators, heirs or beneficiaries.
Please Note
- In case you become incapacitated, the person holding the Power of Attorney will need to contact IBKR and will be provided with the further course of action.
- The rights given to a person depends on the information in the Power of Attorney document. Once received and reviewed, IBKR will contact the POA agent. Once a POA is formally established, the POA agent will be given access to the relevant account.