How do I change my account to an IBKR Lite account?

CONFIGURE IBKR PRICING PLAN

Eligible clients can use the button above or follow the below procedure to switch from IBKR Pro to IBKR Lite (and vice versa):

  1. Log in to Client Portal.
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
  3. Under Account Settings find the Account Configuration section.
  1. Click IBKR Pricing Plan.
  1. The IBKR Pricing Plan screen opens up.
  2. Select IBKR LITE or IBKR PRO.
  3. Click CONTINUE and follow the prompts on the screen.

If you see an info icon instead of the gear icon then you do not currently qualify for IBKR Lite. Click on the info icon to see the reason for not qualifying.

Please Note

  • Any outstanding “Good-til-Cancelled” (GTC) orders will be cancelled when an account is re-classified.

Additional Information

Powered by IBot
How do I change my name within my account?
How do I downgrade from a Portfolio Margin type account to a Reg T Margin type account?
How do I change my account to an IBKR Lite account with IBKR Singapore?