REVIEW FINANCIAL INFORMATION, INVESTMENT OBJECTIVES OR INVESTMENT EXPERIENCE
IBKR offers futures and future options trading permissions to applicants meeting minimum age, 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.
If you need to update or review your financial information, investment objectives or experience, please log in to Client Portal
- Log in to Client Portal.
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
- Click on Accounts Settings section find Account Profile
- Click select Financial Profile.
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.
- It is possible to trade futures and future options in Cash and IRA accounts. However, Cash accounts and IRA accounts (both cash and margin type) are not afforded intraday margin rates.
Additional Information