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(SMA)",{"request_context":23,"type":24,"id":1088,"faq_id":1088,"timestamp":990,"cir_id":26},{"id":1092,"title":1093,"topics":1094,"feedback_context":1193},"74591052","Trader Workstation (TWS)",[1095,1099,1132,1169,1173,1177,1181,1185,1189],{"id":1096,"title":1097,"feedback_context":1098},"30140774","Access",{"request_context":23,"type":24,"id":1096,"faq_id":1096,"timestamp":990,"cir_id":26},{"id":1100,"title":1101,"topics":1102,"feedback_context":1131},"71862488","Activity and Market Monitoring",[1103,1107,1111,1115,1119,1123,1127],{"id":1104,"title":1105,"feedback_context":1106},"30134063","Account Window",{"request_context":23,"type":24,"id":1104,"faq_id":1104,"timestamp":638,"cir_id":26},{"id":1108,"title":1109,"feedback_context":1110},"25473843","Charts",{"request_context":23,"type":24,"id":1108,"faq_id":1108,"timestamp":638,"cir_id":26},{"id":1112,"title":1113,"feedback_context":1114},"71862495","Market Scanner, News and 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Tools",[1136,1140,1144,1148,1152,1156,1160,1164],{"id":1137,"title":1138,"feedback_context":1139},"71862533","BasketTrader",{"request_context":23,"type":24,"id":1137,"faq_id":1137,"timestamp":990,"cir_id":26},{"id":1141,"title":1142,"feedback_context":1143},"71862535","BookTrader",{"request_context":23,"type":24,"id":1141,"faq_id":1141,"timestamp":990,"cir_id":26},{"id":1145,"title":1146,"feedback_context":1147},"107121310","OptionTrader",{"request_context":23,"type":24,"id":1145,"faq_id":1145,"timestamp":990,"cir_id":26},{"id":1149,"title":1150,"feedback_context":1151},"71862544","Other Tools",{"request_context":23,"type":24,"id":1149,"faq_id":1149,"timestamp":990,"cir_id":26},{"id":1153,"title":1154,"feedback_context":1155},"71862542","Risk Navigator",{"request_context":23,"type":24,"id":1153,"faq_id":1153,"timestamp":990,"cir_id":26},{"id":1157,"title":1158,"feedback_context":1159},"103826172","Stock\u002FETF Benchmarker",{"request_context":23,"type":24,"id":1157,"faq_id":1157,"timestamp":990,"cir_id":26},{"id":1161,"title":1162,"feedback_context":1163},"71862538","Strategy Builder",{"request_context":23,"type":24,"id":1161,"faq_id":1161,"timestamp":990,"cir_id":26},{"id":1165,"title":1166,"feedback_context":1167},"101410197","Tax Optimizer",{"request_context":23,"type":24,"id":1165,"faq_id":1165,"timestamp":990,"cir_id":26},{"request_context":23,"type":24,"id":1133,"faq_id":1133,"timestamp":990,"cir_id":26},{"id":1170,"title":1171,"feedback_context":1172},"30140651","Configuration",{"request_context":23,"type":24,"id":1170,"faq_id":1170,"timestamp":990,"cir_id":26},{"id":1174,"title":1175,"feedback_context":1176},"38438673","Ninja Trader Integration",{"request_context":23,"type":24,"id":1174,"faq_id":1174,"timestamp":990,"cir_id":26},{"id":1178,"title":1179,"feedback_context":1180},"30140697","Order Submission",{"request_context":23,"type":24,"id":1178,"faq_id":1178,"timestamp":990,"cir_id":26},{"id":1182,"title":1183,"feedback_context":1184},"30140740","Order Types",{"request_context":23,"type":24,"id":1182,"faq_id":1182,"timestamp":990,"cir_id":26},{"id":1186,"title":1187,"feedback_context":1188},"452822890","Custom Indexing",{"request_context":23,"type":24,"id":1186,"faq_id":1186,"timestamp":990,"cir_id":26},{"id":1190,"title":1191,"feedback_context":1192},"340009115","Advanced Charts",{"request_context":23,"type":24,"id":1190,"faq_id":1190,"timestamp":990,"cir_id":26},{"request_context":23,"type":24,"id":1092,"faq_id":1092,"timestamp":990,"cir_id":26},{"request_context":23,"type":24,"id":983,"faq_id":983,"timestamp":1065,"cir_id":26},{"request_context":23,"type":294,"id":627,"faq_id":627,"timestamp":308,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1198,"server_version":1199,"session_id":1200,"id":1201,"question":1202,"answer":1203,"navigation":1204,"short_description":1215,"similars":1216,"feedback_context":1254,"slug":1256},"FAQ_BROWSER_CONTENT","Jibotsrv3;-2011458988","c1a7e1c8-f229-472a-8449-6f3af9ad487f","1136191372","CFTC ownership and control reporting","\u003Cp>The Commodities Futures Trading Commission (CFTC) has historically maintained rules which require FCMs to report information relating to clients holding positions equal to or exceeding defined thresholds (e.g., Large Trader Reporting). In November 2013, the CFTC adopted a new rule which expands the prior reporting rules and which requires the collection and reporting of more comprehensive information on owners and controllers of accounts trading U.S. commodity futures products. This new rule is referred to as Ownership and Control Reporting (OCR) and outlined below are a series of FAQs relating to this rule.\u003C\u002Fp>\u003Cp>\u003Cstrong>1. Who must provide CFTC OCR information?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>In order to comply with the requirement that any account meeting the position or volume thresholds be reported to the CFTC by 09:00 ET on the day following the day in which the account becomes reportable, we require that all accounts trading U.S. commodity futures products provide the requested information.\u003C\u002Fp>\u003Cp>\u003Cstrong>2. What information must be provided?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>The following information is required of all Owners and Controllers of an account:\u003C\u002Fp>\u003Cul>\u003Cli>Name\u003C\u002Fli>\u003Cli>Street Address\u003C\u002Fli>\u003Cli>Email Address\u003C\u002Fli>\u003Cli>Direct Phone Number, Including Country Code\u003C\u002Fli>\u003C\u002Ful>\u003Cp>The following details are also required for owners and controllers that are legal entities:\u003C\u002Fp>\u003Cul>\u003Cli>Legal Entity Identifier (LEI), If Applicable\u003C\u002Fli>\u003Cli>Contact Person Details:\n\u003Cul>\u003Cli>Name\u003C\u002Fli>\u003Cli>Job Title\u003C\u002Fli>\u003Cli>Relationship to Legal Entity\u003C\u002Fli>\u003Cli>Direct Phone Number, Including Country Code\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>The following details are also required for all individuals who are “Account Controllers”:\u003C\u002Fp>\u003Cul>\u003Cli>Individual’s Relationship to Account Owner\u003C\u002Fli>\u003Cli>Individual’s Job Title\u003C\u002Fli>\u003Cli>Name of Individual’s Employer\u003C\u002Fli>\u003Cli>Employer’s Legal Entity Identifier (LEI), If Applicable\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>3. Who is an \"Account Owner\" for the purposes of OCR?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>An \"Account Owner\" includes any individual or legal entity who holds a direct ownership interest in the trading account.\u003C\u002Fp>\u003Cp>\u003Cstrong>4. Who is an \"Account Controller\" for the purposes of OCR?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>The CFTC defines an “Account Controller” as “a natural person who by power of attorney or otherwise actually directs the trading of an account. A trading account may have more than one controller.”\u003C\u002Fp>\u003Cp>This definition can be found at 17 C.F.R. § 15.00(bb).\u003C\u002Fp>\u003Cp>\u003Cstrong>5. What is the \"Head of Desk\" option?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>As noted above, you must provide full OCR information for all Owners and Controllers of your account. Unless you indicate otherwise, we presume that every active TWS user on your account is an Account Controller for CFTC OCR purposes.\u003C\u002Fp>\u003Cp>Your institution may have a \"Head of Desk\" who directs the trading of your institution's trading account, with the other traders simply acting under this individual's direction. If this is the case, you can identify the \"head of desk\" using the Account Management OCR interface, in which case \"Account Controller\" information will only be required for that individual.\u003C\u002Fp>\u003Cp>\u003Cstrong>6. What is a Legal Entity Identifier (LEI)?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>An LEI is a unique 20 -digit alphanumeric code associated with a single organization and which is intended to be recognized universally across regulatory agencies and jurisdictions.\u003C\u002Fp>\u003Cul>\u003Cli>If any of the Account Owners or Controllers of your account have LEIs, you must provide the LEIs;\u003C\u002Fli>\u003Cli>If an Account Owner or Controller of your account does not have an LEI, you can select \"non applicable\".\u003C\u002Fli>\u003C\u002Ful>\u003Cp>DTC, in collaboration with SWIFT, operate as the local (U.S.) source provider of LEIs and maintains a website (\u003Ca href=\"http:\u002F\u002Fwww.gmeiutility.org\">www.gmeiutility.org\u003C\u002Fa>) for the assignment of new and search of existing LEIs.\u003C\u002Fp>\u003Cp>\u003Cstrong>7. What is a National Futures Association (NFA) ID?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>A number which the National Futures Organization assigns to each registrant (e.g., firms and individuals such as Commodity Trading Advisors and Commodity Pool Operators). The NFA maintains an Online Registration System (ORS) through which registration and assignment of the ID is provided. See \u003Ca href=\"http:\u002F\u002Fwww.nfa.futures.org\">www.nfa.futures.org\u003C\u002Fa>\u003C\u002Fp>\u003Cp>\u003Cstrong>8. How do I know if my employer has an LEI or NFA ID?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>You may ask your employer to provide you with this information or search one of the following websites:\u003C\u002Fp>\u003Cp>LEI searches may be performed via the following DTC website: \u003Ca href=\"http:\u002F\u002Fwww.gmeiutility.org\">www.gmeiutility.org\u003C\u002Fa>. Searches may be conducted by the entity's registered legal name or address.\u003C\u002Fp>\u003Cp>NFA ID searches may be performed via the following NFA webpage: \u003Ca href=\"http:\u002F\u002Fwww.nfa.futures.org\u002Fbasicnet\u002Fwelcome.aspx\">www.nfa.futures.org\u002Fbasicnet\u002Fwelcome.aspx\u003C\u002Fa> . Searches may be conducted by entering a firm name, individual name or pool name.\u003C\u002Fp>\u003Cp>\u003Cstrong>9. Why must I provide this information?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>U.S. federal regulations require all FCMs, including our company, to obtain this information from its clients. The requirement is universal and applies to any individual or entity regardless of their broker.\u003C\u002Fp>\u003Cp>\u003Cstrong>10. Does OCR apply to non-U.S. persons?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Yes, if you wish to trade U.S. commodity futures products, we must collect this information from you.\u003C\u002Fp>\u003Cp>\u003Cstrong>11. How will we treat this information?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>This data will be kept confidential in accordance with our Group Privacy Statement. See link for details: \u003Ca href=\"https:\u002F\u002Findividuals.interactivebrokers.com\u002Fen\u002Findex.php?f=ibgStrength&p=priv\">https:\u002F\u002Findividuals.interactivebrokers.com\u002Fen\u002Findex.php?f=ibgStrength&p=priv\u003C\u002Fa>\u003C\u002Fp>\u003Cp>\u003Cstrong>12. Can I enter the OCR information in multiple sessions?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Unfortunately, all data must be entered within a single session and partial entry and a save option is not available. If you do not enter all required OCR information in a single session, you will need to start all over and reenter it in your next session.\u003C\u002Fp>\u003Cp>\u003Cstrong>13. Are foreign brokers subject to OCR?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Yes. As a foreign broker you must either:\u003C\u002Fp>\u003Cp>a) Ensure that we have OCR information for all of your clients that trade U.S. commodity futures products; or\u003C\u002Fp>\u003Cp>b) Perform your own OCR submissions on their behalf.\u003C\u002Fp>\u003Cp>\u003Cstrong>14. Where can I learn more?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>The full text of this rule change is available on the \u003Ca href=\"https:\u002F\u002Fwww.cftc.gov\u002Fsites\u002Fdefault\u002Ffiles\u002Fidc\u002Fgroups\u002Fpublic\u002F@lrfederalregister\u002Fdocuments\u002Ffile\u002F2013-26789a.pdf\">CFTC website\u003C\u002Fa>.\u003C\u002Fp>",[1205,1211,1213],{"id":12,"title":13,"feedback_context":1206},{"request_context":1207,"type":1208,"id":12,"faq_id":12,"timestamp":1209,"cir_id":1210},"faq-browser-public,faq-browser-1:Jibotsrv3-49038108-d1c4-4455-a00f-ed3559679832","FAQ_NAVIGATION",1794534010388,"0f519a3b-f4cb-409d-8ef2-6792729c7db2",{"id":208,"title":209,"feedback_context":1212},{"request_context":1207,"type":1208,"id":208,"faq_id":208,"timestamp":1209,"cir_id":1210},{"id":216,"title":217,"feedback_context":1214},{"request_context":1207,"type":1208,"id":216,"faq_id":216,"timestamp":1209,"cir_id":1210},"\u003Cp>The Commodities Futures Trading Commission (CFTC) has historically maintained rules which require FCMs to report information relating to clients holding positions equal to or exceeding defined thresholds (e.g., Large Trader Reporting). In November 2013, the CFTC adopted a new rule which expands the prior reporting rules and which requires the collection and reporting of more comprehensive information on owners and controllers of accounts trading U.S. commodity futures products. This new rule is referred to as Ownership and Control Reporting (OCR) and outlined below are a series of FAQs relating to this rule…\u003C\u002Fp>",[1217,1230,1238,1246],{"id":1218,"title":1219,"feedback_context":1220,"short_description":1223,"source":1224,"slug":1229},"29080976","What is the Excess Funds Sweep settings and how does it work?",{"request_context":1207,"type":1221,"id":1218,"faq_id":1218,"timestamp":1222,"cir_id":1210},"FAQ_SIMILAR",1794534010415,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCOUNT_SETTINGS&config=ExcessFundsSweep\">CONFIGURE EXCESS FUNDS SWEEP\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Your IBKR Universal Account may be eligible to trade securities, commodities\u002Ffutures, and cryptocurrency products. Based on eligibility and trading permissions, a Universal Account comprises up to three underlying accounts or account segments: a securities account governed by rules of the US Securities and Exchange Commission (SEC), a futures account governed by rules of the US Commodity Futures Trading Commission (CFTC), and a Cryptocurrency account. As part of our Universal Account service, you have authorized us to automatically transfer funds as necessary between your securities account and your futures account in order to satisfy margin requirements in either account. …\u003C\u002Fp>",{"id":1225,"title":1226,"link":1227,"sourceType":1228},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=29080976","FAQ","excess-funds-sweep-settings-work-29080976",{"id":1231,"title":1232,"feedback_context":1233,"short_description":1234,"source":1235,"slug":1237},"1117389447","Overview of CFTC form 40",{"request_context":1207,"type":1221,"id":1231,"faq_id":1231,"timestamp":1222,"cir_id":1210},"\u003Cp>The CFTC, the primary regulator of U.S. commodity futures markets and Futures Commission Merchants (FCMs), operates a comprehensive system of collecting information on market participants as part of its market surveillance and large trader reporting program…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1236,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1117389447","overview-cftc-form-40-1117389447",{"id":1239,"title":1240,"feedback_context":1241,"short_description":1242,"source":1243,"slug":1245},"654609854","Why is interest not payable on cash held in the commodities segment of my account?",{"request_context":1207,"type":1221,"id":1239,"faq_id":1239,"timestamp":1222,"cir_id":1210},"\u003Cp>For accounts contracted by the \u003Ca href=\"https:\u002F\u002Fndcdyn.interactivebrokers.com\u002FUniversal\u002Fservlet\u002FRegistration_v2.formSampleView?formdb=3207\">triparty agreement\u003C\u002Fa> and carried by IBLLC in the US the account is authorized to trade both securities products and commodities\u002Ffutures products and therefore consists of two underlying accounts or account segments: a securities account (\"IBKR securities\") governed by rules of the U.S. Securities and Exchange Commission (SEC) and a futures account (\"IBKR futures\") governed by rules of the U.S. Commodity Futures Trading Commission (CFTC)…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1244,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=654609854","interest-not-payable-cash-held-654609854",{"id":1247,"title":1248,"feedback_context":1249,"short_description":1250,"source":1251,"slug":1253},"31754476","What are the CFTC Reportable Position Levels?",{"request_context":1207,"type":1221,"id":1247,"faq_id":1247,"timestamp":1222,"cir_id":1210},"\u003Cp>Futures Commission Merchants such as IBKR are subject to \u003Ca href=\"http:\u002F\u002Fibkb.interactivebrokers.com\u002Farticle\u002F2274\">CFTC Ownership and Control Reporting\u003C\u002Fa> (OCR) rules which require the reporting of information relating to clients holding positions equal to or exceeding defined thresholds. These thresholds vary by product type and are published in…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1252,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=31754476","cftc-reportable-position-levels-31754476",{"request_context":1207,"type":1255,"id":1201,"faq_id":1201,"timestamp":1209,"cir_id":1210},"FAQ_CONTENT","cftc-ownership-control-reporting-1136191372"]