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.
Eligible existing clients can use the button above or follow the below procedure to request an upgrade to a margin account:
- Log in to Client Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under Account Settings find the Account Configurationsection
- Click Account Type and choose "Leveraged Trading Account" or "Professional Account"
- Click on Continue and complete the steps presented.
- The request will be processed within 1-2 business days if the account fulfills the requirement.
Additional Informtaion
- IBKR Australia account types and product offerings in the IBKR Knowledge Base.