How do I request CFD trading permissions?

MANAGE TRADING PERMISSIONS 

We offer CFDs on shares, indices, gold, silver, oil and Forex to eligible clients from most countries:

  • Legal residents of the US, Canada, Hong Kong, New Zealand, Brazil, and Israel are prohibited from trading CFDs.
  • Residents of Spain can trade CFDs if they are either MiFID Professionals or clients of a Spanish Introducing Broker or Professional Financial Advisor.
  • Residents of Australia can trade CFDs issued by Interactive Brokers Australia PTY LTD.
  • Residents of Japan can trade CFDs issued by IB Securities Japan (IBSJ).
  • Residents of Singapore can trade CFDs on any underlying if they open an account under Interactive Brokers Singapore Pte. Ltd.

Eligible clients can use the button above or follow the below procedure to request CFD trading permissions:

  1. Log in to Client Portal
  2. Select the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under Account Settings find the Trading section
  4. Click on Trading Permissions
  5. Locate Stock, Index and Forex CFDs (also includes Oil, Gold & Silver CFDs) section, select Add/Edit or Request under Stock, Index and Forex CFDs and check the box for Global.
  6. Click CONTINUEand follow the prompts on screen.

Please Note

  • IBKR cannot disclose its eligibility requirements for products. Please do not contact Customer Service to ask for these criteria as they cannot provide additional information.
  • Permissions are typically approved in 48 business hours.
  • Trading permission covers all CFD types, including Equity Index, Oil, Metal, Forex and Share CFDs.
    • IBUK and IBLLC clients: We will set up a new account for CFD trading identified by your existing account number plus the suffix "F". Once confirmed, you can begin to trade. You do not need to fund the F-account separately; funds will be automatically transferred from your main account to meet CFD initial margin requirements. You do not need to specify the F-account when entering CFD orders. The system will automatically allocate trades to the appropriate account.
    • All other entity clients (IBIE, IBSG, IBA): Only trading permission is required. No additional account segment is necessary

Additional Information

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