The following forms are samples of the documents presented in our Account Registration System and may not be submitted to Interactive Brokers.
Australia Client Supplemental Custody AgreementNovember 2, 2015
IB LLC Consolidated Account Clearing AgreementNovember 6, 2013
IB LLC Customer AgreementMarch 10, 2015
IB LLC Fully Disclosed Clearing AgreementJuly 19, 2017
IB LLC Individual Retirement Custodial Account AgreementJanuary 1, 2017
IB LLC Institutional Services Customer AgreementMarch 10, 2015
IB LLC OATS Non-Reporting AgreementNovember 1, 2010
IB LLC OATS OSO Reporting AgreementFebruary 24, 2012
IB LLC Roth IRA Custodial Account AgreementJanuary 1, 2017
IB LLC SEP IRA Custodial Account AgreementJanuary 1, 2017
Notice and Acknowledgement of Clearing ArrangementJuly 19, 2017
Agreement for Advisors Providing Services to Interactive Brokers Customers (LLC/UK)March 10, 2015
Discretionary Trading Authorization Agreement For Advisor And
Request To Send Trade Confirmations And Account Statements To Advisor December 23, 2015
Master Securities Lending Agreement for Interactive Brokers LLC Fully-Paid Lending ProgramFebruary 28, 2017
Interactive Brokers (U.K.) Limited Customer AgreementJune 8, 2017
Interactive Brokers (U.K.) Limited Limited Customer Agreement for SIPP Account HoldersAugust 31, 2009
Interactive Brokers (U.K.) Limited Fully-Disclosed SIPP Account Clearing Agreement November 24, 2015
Interactive Brokers (U.K.) Limited Client Agreement For Products Carried By IB U.K.November 24, 2015
Interactive Brokers Hong Kong Client AgreementMay 10, 2017
Interactive Brokers Hong Kong Consolidated Account Clearing AgreementMay 10, 2017
Interactive Brokers Hong Kong Fully Disclosed Clearing AgreementJuly 19, 2017
Interactive Brokers Hong Kong Institutional Services AgreementMay 9, 2017
General Terms and ConditionsJune 1, 2017
Agreement for Non-Professional Advisors Providing Services to Interactive Brokers Canada CustomersFebruary 23, 2012
Agreement for Professional Advisors Providing Services to Interactive Brokers Canada CustomersJune 30, 2011
Appointment of Canadian Financial Advisor and Request to Send Trade Confirmations and Account Statements To AdvisorJuly 14, 2011
IB Canada Customer AgreementMay 13, 2015
Master Securities Lending Agreement for Interactive Brokers CANADA Inc. Fully-Paid Lending ProgramMarch 1, 2017