REVIEW FINANCIAL INFORMATION, INVESTMENT OBJECTIVES OR INVESTMENT EXPERIENCE
IBKR offers CFD trading permissions to applicants meeting minimum age (21 years old), liquid net worth, investment objectives, product knowledge and prior experience qualifications. This information is gathered in the account application phase or in Client Portal if a trading permissions upgrade is requested following initial account approval.
Use the button above or follow the procedure below if you need to update your financial information, investment experience, investment objectives and/or intended purpose of trading:
- Log into Client Portal
- Click 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 Profile
- Update the relevant fields by selecting Income and Worth, Investment Objectives & Intended Purpose of Trading or Investment Experience
- Click CONTINUE to advance through the screens
- 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.
- Click OK
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.
- 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.
Additional Information