How do I change my country of legal residency?

VIEW COUNTRY OF LEGAL RESIDENCE  

Use the button above and follow the below procedure to request an update of your country of legal residence:

  1. Log into Client Portal
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Then under the Account Settings section find Account Profile section
  4. Click on Profile you would like to edit
  5. Update the Country of Legal Residence field
  6. Click CONTINUE to advance through the screens
  7. If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click CONTINUE. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
  8. Click OK
  9. Proof of address will need to be uploaded for a residential address change

Please Note

  • If you relocate to a different country, you will be able to retain your account as long as you are not moving to a country in which IBKR is prohibited from transacting business due to government sanctions
  • Even if relocating to a permissible country, you may be required to initiate a new application and request a "full account manual transfer" of eligible assets once your new application has been approved. Whether this step will be required depends upon the country you were residing in and the one that you are moving to as IBKR maintains multiple entities, each of which has been formed to carry client accounts based upon local regulatory requirements and IBKR policies.

If a new application is not required, IBKR will update your country information on your behalf.


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