REVIEW FINANCIAL INFORMATION, INVESTMENT OBJECTIVES OR INVESTMENT EXPERIENCE
IBKR offers various levels of 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 use the button above or follow this procedure:
- Log into Client Portal
- Go to 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, 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.
- US legal residents are generally excluded from trading securities options outside of the United States due to SEC restrictions. Securities options are defined as any option on an individual stock, US legal stock, or any cash settled broad based index futures.
- Clients who maintain either a cash or margin type account must maintain net liquidating equity of at least USD 2,000 (or equivalent in other currencies) in order to establish or increase an existing uncovered options position.
- Certain option contracts require an additional permission for "Complex or Leveraged Exchange Traded Products".
Additional Information