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Forms and Disclosures

The following forms are samples of the documents presented in our Account Registration System and may not be submitted to Interactive Brokers.

IB Canada

Agreement for Non-Professional Advisors Providing Services to Interactive Brokers Canada Customers Download
Agreement for Professional Advisors Providing Services to Interactive Brokers Canada Customers Download
Appointment of Canadian Financial Advisor and Request to Send Trade Confirmations and Account Statements To Advisor Download
Appointment of Canadian Financial Advisor (Unregistered) and Request to Send Trade Confirmations and Account Statements to Advisor Download
IB Canada Customer Agreement Download
Interactive Brokers Canada Inc.'s IMPACT Application Incentive Program Terms and Conditions Download
Master Securities Lending Agreement for Interactive Brokers CANADA Inc. Fully-Paid Lending Program Download
Agreement and Limited Power Of Attorney For Participation in Interactive Brokers Canada Inc. Stock Yield Enhancement Program Download

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the IIROC AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the IIROC AdvisorReport

CIRO