To manage your trading permissions in IBKR Mobile:
- Tap the Account menu icon (head and shoulders) in the upper left corner of the app.
- Tap Setting and then tap Account settings.
- Tap Trading Permissions.
- If you manage multiple accounts, select an account by tapping the account number to display the Account Selector
- Tap Configure (gear) icon next to Trading Experience & Permissions
- To add trading permissions, select Add/Edit or Request under the product you wish to trade and check the box next to whichever trading permission or program you want to request.
- To remove trading permissions, select Add/Edit and then uncheck the box next to the permissions you want to remove.
- Once you have finished making your selections, click the CONTINUE button at the bottom of the page.
- Review any additional disclosures presented and continue through until you have completed all of the prompts.
- Review your financial information and investment objectives on the following pages and make any necessary changes and confirm your request.
Please Note
- Permission upgrades are subject to Compliance review to assess eligibility and this review process is typically completed within 1-2 business days; permission downgrade requests will be processed overnight
- Find out more on Managing Trading Permissions in the Client Portal Users' Guide.
Additional Information
- What are the requirements in order to qualify for various trading permissions?
- How do I cancel a pending request to modify trading permissions?
- What account type is needed to trade options?
- How do I trade U.S. penny stocks?
- How do I trade foreign stocks?
- What trading permissions do I need to trade spot currencies?