What account types are offered to applicants?

The documents which are required to be submitted as part of the application process vary by the account type (e.g., trader and investor, institutional, educator, referrer) and its structure (e.g., individual, trust, partnership, corporation, LLC). Detailed requirements are available on the website by selecting the…

IBKR's Family Advisor and Non-Professional Advisor solutions let you manage, trade and report on multiple accounts from a single master account. The Family Advisor and Non-Professional Advisor accounts allows you to manage 15 or fewer accounts of varying types under a single login including Individual, Joint, Trust, IRA, UGMA/UTMA, Corporation, Partnership, Limited Liability Company, and Unincorporated Legal Structures. The specific limits vary by jurisdiction and the types of accounts in the structure…

IBKR offers joint accounts with only two owners.  If you wish to open an account with multiple owners in excess of two, you would need to first form a legal entity such as a partnership, corporation, limited liability company or unincorporated business and then submit an application on behalf of that entity. Documentation required of entity accounts includes proof of existence (click…

CHANGE ACCOUNT TYPE

Interactive Brokers Australia offers both cash accounts and margin accounts to all types of clients, including Individual/Joint account holders as well as trust account holders and corporate clients. For Self-Managed Superannuation Fund (“SMSF”) account holders, IBKR Australia only offers cash accounts…