All new customers of IB Australia default to being classified as a Retail investor unless they produce to IB Australia the required documentary evidence to allow IB Australia to treat them as a Wholesale or Professional investor. Investors of IB Australia will only have their regulatory status change from Retail investor to either Wholesale or Professional investor subsequent to the required documentation being received and approved by IB Australia.
If you wish to be classified as a Professional or Wholesale investor, please download the wholesale investor booklet and email or return physical copies of completed forms and attachments as described on the booklet itself.
More information on IB Australia account types and products offerings and Australian regulatory status under IB Australia can be found in our Knowledge Base.