How do I request trading permissions for bonds and what are the requirements?

To request trading permissions for bonds and understand the requirements, follow these steps:

1. Requesting Bond 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 Bonds section, select Add/Edit or Request under Bonds and check the box for the region and click on CONTINUE.
   6. Review and sign the disclosures and agreements.
   7. Click CONTINUE and follow the prompts on screen.
2. Requirements for Bond Trading Permissions:
   • While Interactive Brokers (IBKR) does not disclose specific eligibility requirements, the following factors are considered:
     • Minimum age (typically at least 21 years old)
     • Sufficient liquid net worth
     • Appropriate investment objectives
     • Adequate product knowledge
     • Relevant prior experience
     • Financial profile
3. Updating Your Financial Information:
   • Before requesting bond trading permissions, ensure your financial information is up to date:
     1. Log into 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 Account Profile section

4. Click Financial Profile
5. Select and update the relevant fields
6. Click CONTINUE to advance through the screens
7. If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click CONTINUE. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
8. Click OK.
   4. Additional Considerations:
      • Ensure your account is properly funded. Trading access is typically activated about one business day after funding.
      • Consider subscribing to real-time market data for bonds.
      • Some trading activities may require additional permissions.
   5. Processing Time:
      • Trading permission requests typically take 24-48 hours for compliance review.
   6. Troubleshooting:
      • If you have previously requested multiple trading permissions, you may need to cancel the added permissions and re-apply specifically for bond trading.
      • If you do not see any changes after following these steps, verify that your request was successfully submitted and processed by the system.

Additional Information

• Managing trading permissions
• Trading requirements
• How to update Financial Information