What trading permissions do I need to trade U.S. stocks?

MANAGE TRADING PERMISSIONS

To trade U.S. stocks you will need to request U.S. Stock trading permissions either during the application process or from within Client Portal.

Use the button above or follow the below procedure to update your trading permissions:

  1. Log in to Client Portal
  2. Select the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under Account Settings find the Trading section
  1. Click on Trading Permissions
  2. To add trading permissions, select Add/Edit or Request under Stocks and check the box next to "United States" then click on CONTINUE.
  3. Review and sign the disclosures and agreements.
  4. Click CONTINUE and follow the prompts on screen.

Please Note

  • IBKR cannot disclose its eligibility requirements for products. Please do not contact Customer Service to ask for these criteria as they cannot provide additional information.
  • Trading permission requests may take 24-48 hours to be reviewed.
  • In order to trade on the OTC Pink or ArcaEdge markets, you must add the United States (Penny Stocks) trading permissions.
  • If your account does not have USD and is a cash account, you will first need to convert currency to USD.
  • If you have a margin account and do not have USD, then a loan will be created for you.


Additional Information

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