How can I update my information?

The account holder name must match when transferring or linking an external account. If the names do not match, you may either update the account title at IBKR or you will need to update the account title at the other financial institution.

For more information on how to update your account title at IBKR, please see…

To determine if an employer authorization is still required after changing jobs, you will first want to update your employment information within Client Portal. For instructions on how to update your employment information, please see How do I change my personal information?…

The Appropriateness Assessment is a regulatory investor protection measure and applies to all our trading permissions apart from the stock permission which is a non-complex product appropriate for all our clients.

Our clients take an Appropriateness Assessment either during the account opening process or when enabling a new trading permission to determine which products should be enabled on the account. You might be asked to retake the Assessment if, for example, your previously provided information is no longer accurate or out-of-date due to change in circumstances. It is your responsibility to inform us as soon as possible of any change in previously provided information. You can do so by updating your Account Profile online. …

IBKR recommends informing us about any changes in your vulnerability status as soon as they arise, so that we can update our records and continue to provide you with the appropriate support and assistance.   

Additional Information…