What is meant by "Account Title"?

The account holder name must match when transferring or linking an external account. If the names do not match, you may either update the account title at IBKR or you will need to update the account title at the other financial institution.

For more information on how to update your account title at IBKR, please see…

IBKR offers joint accounts with only two owners.  If you wish to open an account with multiple owners in excess of two, you would need to first form a legal entity such as a partnership, corporation, limited liability company or unincorporated business and then submit an application on behalf of that entity. Documentation required of entity accounts includes proof of existence (click…

COMPLETE DEPOSIT NOTIFICATION

It is generally possible to fund your account by internet banking, from a bank account in name of the IBKR account holder…

The tax status of an account is determined based upon its owners. The tax status of a user who is added to the account for the purpose of managing or operating the account and who is not an owner does not impact the tax status of the account…