Client Service Forms

Forms and Disclosures

Client Service Forms

Forms

Charitable Gift Transfer
April 5, 2018		 Link
Corporate Resolution
April 9, 2014		 Link
Customer Inquiries and Complaints
March 5, 2004		 Link
Interactive Brokers Australia Pty Ltd Certified Copy Certificate – Identification for Individuals
June 1, 2017		 Link
Interactive Brokers Canada Inc. Limited Power of Attorney – Trading Authorization (Individual Accounts)
August 11, 2021		 Link
Interactive Brokers Canada Inc. Limited Power of Attorney – Trading Authorization (Organizational Accounts)
August 11, 2021		 Link
IRA Beneficiary Change Form
January 23, 2017		 Link
IRA Qualified Charitable Distribution
January 23, 2017		 Link
IRA Rollover Certification
January 23, 2017		 Link
IRA Rollover Form
February 26, 2021		 Link
IRA Transfer In Authorization Form
February 26, 2021		 Link
Partnership Resolution
October 20, 2008		 Link
Special Position Liquidation Agreement
April 12, 2017		 Download
Summary – IB UK Complaints Handling
October 17, 2022		 Link

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, see our exchange listings.