What kind of account can I open under the Refer a Friend promotion?

Under the Refer a Friend promotion, you can open an Individual or Joint general investment account. The following account types are not eligible for the promotion:

  • Tax-deferred accounts: This includes ISA, TFSA, and IRA accounts
  • Professional accounts: Accounts held by Financial Advisors, Hedge Funds, or Institutional Clients

Eligible accounts may be opened as IBKR Pro or IBKR Lite, and may also be associated with a Family Advisor or Non-Professional Advisor account. To participate, you must open your account using the unique referral link provided in the email invitation.

Please Note

  • The program is not available to residents of the following countries:
    • mainland China, Denmark, Israel, Japan, Poland, Portugal, and Spain
    • Residents of Australia, Canada and India are eligible to participate as referrers and receive the USD 200 referral bonus, but are ineligible to earn Welcome Shares
Powered by IBot
How do I refer a friend through the Refer a Friend promotion?
How does my friend know I referred them to the Refer a Friend promotion?
What is the Refer a Friend promotion?
Can I refer a family member to the Refer a Friend promotion?