Eligible Advisor accounts (excluding those held at IBIE) need to add an IB-UKL master account (this new account will have the same account number as your main account but will end in -F) to trade CFDs and allocate trades into the client sub-accounts.
- Log in to Client Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- Click the Account Settings find the Trading section and click on Trading Permissions
- Scroll down to CFDs and Metals, click Request and check the box for "Global" and click the Continue button
- Review the Agreements & Disclosures and type your name at the bottom of the page
The sub-accounts need also to have approved CFDs trading permissions. If a sub-account does not have approved CFDs trading permissions, the sub-account holder must first request and be approved for CFDs trading permissions.
Please Note
- Legal residents of the US, Canada, Hong Kong, New Zealand, Brazil, and Israel are prohibited from trading CFDs.
- Residents of Spain can trade CFDs if they are either MiFID Professionals or clients of a Spanish Introducing Broker or Professional Financial Advisor.
- Residents of Australia can trade CFDs issued by Interactive Brokers Australia PTY LTD.
- Residents of Japan can trade CFDs issued by IB Securities Japan (IBSJ).
- Residents of Singapore can trade CFDs on any underlying if they open an account under Interactive Brokers Singapore Pte. Ltd.