How do I open a RSP/TFSA account?

To start the account application from our homepage:

  1. From IBKR’s webpage select Open Account
  2. Choose Individual, Joint and RSP/TFSA Accounts (be sure to choose RRSP, SRSP, or TFSA as the account type)

 Once complete, your application will then be reviewed for approval by our Compliance Officer. Please allow time for the completion of the due diligence checks and application review. IBKR is trying to review as many applications as possible given the current environment.

If you have an existing Interactive Brokers account, you can open a linked RSP/TFSA account through Client Portal:

  1. Login to Client Portal
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under Account Settings find the section Trading
  4. Click Open an Additional Account.
  5. Choose which option best fits the account type you wish to open and click Select
  6. Follow the prompts on screen and, once complete, your application will then be reviewed for approval by our Compliance Officer

Once complete, your application will then be reviewed for approval by our Compliance Officer. Please allow time for the completion of the due diligence checks and application review. IBKR is trying to review as many applications as possible given the current environment.

Additional Information

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