Vulnerable customers are individuals who, due to their personal circumstances, may be at a higher risk of experiencing financial harm or may find it difficult to manage their IBKR account. This can include but is not limited to individuals with disabilities, mental health issues, or those going through a major life event such as losing a loved one or experiencing financial hardship.
IBKR is committed to supporting its customers who may be experiencing difficult circumstances or who may need additional support to help ensure all our customers are receiving good outcomes.
Additional Information
- How can vulnerability impact IBKR customers?
- How can I report my vulnerability to IBKR?
- What information do I need to provide when reporting my vulnerability?
- How will IBKR use the information disclosed by a vulnerable customer?
- Will my vulnerability information be kept confidential?
- How frequently should I update IBKR about my changes in my vulnerability status?
- What should I do if I have questions about using IBKR’s platforms?
- How do I enable trading permissions and take product knowledge tests?
- What steps does IBKR take to ensure that vulnerable customers are treated fairly and receive appropriate support?
- What accessibility features are available on the IBKR TWS?
- What accessibility features are available on the IBKR Mobile?
- What accessibility features are available on the IBKR Client Portal?
- Where else can I get help?