Individuals and Friends & Family Advisor

Interactive Brokers Canada offers the following account types:

• Individual, which includes the following sub-types:
  • Individual
  • Joint (two parties only)
  • Trust:
    • Informal Trust (same as individual application for IB Canada)
    • Formal Trust (start individual application, then select Trust)
• Advisor, which includes the following sub-types:
  • Friends & Family
    For individuals benefiting from a power of attorney or trading authorization and wishing to trade multiple accounts from a single interface for friends and family members. Non-registered individuals may manage a maximum of 5 sub-accounts for friends and family only. Corporations may not open sub-accounts. To open an account click on the Start a Friends & Family Application button below.
  • Professional Advisor
    For professionals duly registered with the relevant securities commissions wishing to manage an unlimited number of sub-accounts. Click here to open an account.
    

Corporations or partnerships should apply for an Institution account.

If you are confused about which type of account to open, or have any question regarding the application process, please contact IB Canada at 877-745-4222, or send us a question here.

IB does not currently offer RRSP, RRIF, RESP or TFSA accounts.

 

Click on the bar(s) below or use the Expand All/Contract All links below for more information.

Expand All Info | Contract All Info

 

For information regarding your account, contact Interactive Brokers by clicking here.

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300