MiFIR

Instructions

MiFIR Transaction Reporting applies to European Economic Area (“EEA”) and United Kingdom ("UK") Investment Firms ("Investment Firms") and also to Investment Firms that use a broker within the IBKR Group ("IB Group") to execute orders. As a client of an Investment Firm that uses the IBKR platform, you may be required to provide additional information to allow the proper transaction reports to be filed.

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Reporting > MiFIR.

  2. Select between the two options

    • No, the Legal Entity is not an Investment Firm subject to MiFIR

    • Yes, the Legal Entity is an Investment Firm subject to MiFIR

    The MiFIR update confirmation message in broker portal.

  3. You will have the option to opt-in to the Enriched and Delegated Transaction Reporting.

    • Click Yes to opt-in

    • Click No to not opt-in.

    The MiFIR information update opt-in portal.

  1. If you opt-in fill out the Organizational Information and click Continue.

    The MiFIR information update panel in portal.

 

Additional Resources

Learn About the Broker Portal Interface at IBKR Campus

Visit the IBKR Broker Portal Website

Log in to MiFIR