How can I process an exceptional withdrawal?

In order to ensure your account's information is up to date, you may be asked to upload new documents for your account.

Please follow the instructions provided in the document request message that you have received…

Unfortunately, you are not able to reinstate a canceled or rejected deposit or withdrawal request. You will need to resubmit your request through Client Portal.

Additional Information…

For security reasons, it is not possible to disable the SMS authentication. The mobile two-factor authentication via SMS will be removed once you activate one of the digital or physical security devices…

The first step is to determine whether securities are considered fully-paid for or if they are rehypothecated as collateral for a margin loan balance.  A broker who finances client purchases of securities via margin loan is allowed by regulation to loan or pledge as collateral that client’s securities in an amount of 140% of the cash debit balance. For example, if a client maintaining a cash balance of $50,000 buys securities with a market value of $100,000, the debit balance will be $50,000.  The broker holds a lien on 140% of that balance or $70,000 of securities. Any securities held by the client in excess of that amount are referred to as excess margin securities ($30,000 in this example) and are required to be segregated unless the client provides authorization to Interactive Brokers LLC to lend through the Stock Yield Enhancement Program.  Note that only $30,000 of securities is eligible to be lent via SYEP…