How are Qualified Dividends determined?

IBLLC and IB-UK account holders must maintain a balance of at least USD 25,000 in the securities segment of the Universal account to qualify for day trading.

Funds held in the commodities segment of the account may not be used to satisfy the minimum requirement…

Qualified Dividends are distributions which meet the criteria to be subject to a beneficial federal tax rate. In general, qualified dividends are distributions received from U.S. Domestic corporations or qualified foreign corporations where you have owned the investment for more than 61 days before or after the ex dividend date. IRS Publication 550 “Investment Income and Expenses” available free on line at …

Orders submitted to IBKR that remain in force for more than one day will not be reduced for ordinary dividends. For order adjustment considerations prior to the ex-dividend date, consider using a Good-Til-Date/Time (GTD) order type, Good-after-Time/Date (GAT) order type, or a combination of the two and set your cancel date the day before the Ex-Date…

To qualify for the $100 X Cashtags incentive, a client must:

1. Open an eligible new Interactive Brokers account through the X Cashtags program.
2. Have the account approved.
3. Fund the account with at least $2,000 within a 60-day funding window from application completion, and maintain that funding for 6 months…