How can I get a confirmation letter for the account opening?

DOWNLOAD ACCOUNT CONFIRMATION LETTER

Use the button above or follow the below procedure to download a confirmation letter of account opening and account details in Client Portal:

  1. Log into Client Portal
  2. Click the Performance & Reports menu followed by Other Reports
  3. Under Supplemental select Account Confirmation Letter. Choose whether or not you would like to include Net Liquidation Value and select your Language
  4. Click RUN to view and print the report

Please Note

  • Eligible Russian resident clients will be able to select Account Confirmation Letter with Customer Agreement. If you do not see this option, please contact IBKR Client Services via the Message Center. Select Account Services as the ticket category followed by Regulatory. When filling out the support inquiry, enter "Russian Customer Agreement" as the summary of the issue. You will be provided with the document to your e-mail address on record.

Additional Information

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