Forms and Disclosures

Customer Agreements

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

IB LLC

Australia Client Supplemental Custody Agreement

Direct Debit Supplement to Interactive Brokers LLC Customer Agreement

IB LLC Consolidated Account Clearing Agreement

IB LLC Customer Agreement

IB LLC Debit Mastercard Cardholder Agreement

IB LLC Fully Disclosed Clearing Agreement

IB LLC Individual Retirement Custodial Account Agreement

IB LLC Institutional Services Customer Agreement

IB LLC OATS Non-Reporting Agreement

IB LLC OATS OSO Reporting Agreement

IB LLC Roth IRA Custodial Account Agreement

IB LLC SEP IRA Custodial Account Agreement

MCB Banking Services Supplement to IB LLC Customer Agreement

Notice and Acknowledgement of Clearing Arrangement

Master Securities Lending Agreement for Interactive Brokers LLC Fully-Paid Lending Program

Agreement and Limited Power Of Attorney For Participation in Interactive Brokers Stock Yield Enhancement Program


IB LLC, Interactive Brokers (U.K.) Limited

Agreement for Advisors Providing Services to Interactive Brokers Customers (LLC/UK)

Interactive Brokers Hong Kong Limited Third Party Trading Authority and Limited Power of Attorney ("Authority")


Interactive Brokers (U.K.) Limited

Interactive Brokers (U.K.) Limited Customer Agreement

Interactive Brokers (U.K.) Limited Limited Customer Agreement for SIPP Account Holders

Interactive Brokers (U.K.) Limited Fully-Disclosed SIPP Account Clearing Agreement


IB Hong Kong Limited

Interactive Brokers Hong Kong Client Agreement

Interactive Brokers Hong Kong Consolidated Account Clearing Agreement

Interactive Brokers Hong Kong Fully Disclosed Clearing Agreement

Interactive Brokers Hong Kong Institutional Services Agreement

Interactive Brokers Hong Kong Limited Master Agreement: Friends and Family Accounts

Interactive Brokers Hong Kong Limited Third Party Trading Authority and Limited Power of Attorney ("Authority")

Agreement and Limited Power Of Attorney For Participation in Interactive Brokers Hong Kong Ltd Stock Yield Enhancement Program

Master Securities Lending Agreement for Interactive Brokers Hong Kong Limited Fully-Paid Lending Program

Interactive Brokers Hong Kong Agreement for Advisors Providing Services to Interactive Brokers Clients


IB Australia Pty Ltd

General Terms and Conditions

Interactive Brokers Clearing Disclosure Statement - BNP Paribas

BNP Paribas Securities Services - Financial Services Guide

Intermediary Agreement: Fully Disclosed Accounts

Intermediary Agreement: Omnibus Accounts


IB Canada

Agreement for Non-Professional Advisors Providing Services to Interactive Brokers Canada Customers

Agreement for Professional Advisors Providing Services to Interactive Brokers Canada Customers

Appointment of Canadian Financial Advisor and Request to Send Trade Confirmations and Account Statements To Advisor

Appointment of Canadian Financial Advisor (Unregistered) and Request to Send Trade Confirmations and Account Statements to Advisor

IB Canada Customer Agreement

Master Securities Lending Agreement for Interactive Brokers CANADA Inc. Fully-Paid Lending Program

Agreement and Limited Power Of Attorney For Participation in Interactive Brokers Canada Inc. Stock Yield Enhancement Program