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Customer Agreements

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


Agreement Date Updated Format
Agreement for Advisors Providing Services to Interactive Brokers Customers (LLC/UK) May 31, 2012
Agreement for Non-Professional Advisors Providing Services to Interactive Brokers Canada Customers February 23, 2012
Agreement for Professional Advisors Providing Services to Interactive Brokers Canada Customers June 30, 2011
Appointment of Canadian Financial Advisor and Request to Send Trade Confirmations and Account Statements To Advisor July 14, 2011
Appointment of Canadian Financial Advisor (Unregistered) and Request to Send Trade Confirmations and Account Statements to Advisor July 14, 2011
Discretionary Trading Authorization/Power Of Attorney For Financial Advisor/Request To Send Trade Confirmations and Account Statements To Advisor July 11, 2011
IB Canada Customer Agreement August 10, 2012
IB LLC Consolidated Account Clearing Agreement May 31, 2012
IB LLC Customer Agreement May 31, 2012
IB LLC Fully Disclosed Clearing Agreement May 31, 2012
IB LLC Institutional Services Customer Agreement May 31, 2012
IB LLC IRA Customer Agreement May 31, 2012
IB LLC OATS Non-Reporting Agreement November 1, 2010
IB LLC OATS OSO Reporting Agreement February 24, 2012
IB LLC Proprietary Accounts of Introducing Brokers (PAIB) Agreement July 25, 2011
IB LLC Roth Customer Agreement May 31, 2012
IB UK Limited Customer Agreement September 9, 2005
IB UK Limited Customer Agreement for SIPP Account Holders August 31, 2009
IB UK Limited Fully-Disclosed SIPP Account Clearing Agreement August 31, 2009
Interactive Brokers (U.K.) Limited Client Agreement For Trading OTC Products Including CFDs, Precious Metals and Forex July 25, 2012
Master Securities Lending Agreement for Interactive Brokers LLC Fully-Paid Lending Program April 19, 2011


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