The trading permissions request can take 24-48 hours for approval. However, in order to be approved your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience) must meet our qualifications.
To update your financial profile, use the button above or follow this procedure below:
- Log into Client Portal
- Click on the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under Account Settings find the Account Profile section
- Click on Financial Information, rectify your information and confirm.
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.
- Some trading permissions require you to review and accept specific Disclosures and Agreement. Please make sure you do not have any pending Disclosure or Agreement within Client Portal, clicking the Notifications (bell) icon on top-right corner and selecting Pending Items.
- If you meet the requirements for the trading permission and you do not have any pending Disclosure or Agreement, but the request is still pending, please contact IBKR by phone for additional help.
- If clients do not have the requisite experience or knowledge, they can take a quiz that will be scored. If they pass the quiz (60%) and meet the other requirements, they will be approved for the trading permission.
- If rejected for a requested trading permission, clients cannot make that same request for 30 days, either in the application or later in Client Portal.