Large Trader Identification

Instructions

A "Large Trader" is any U.S. or non-U.S. person or entity that trades or controls trading (in one or more accounts ) in U.S. exchange-listed stock and option transactions equaling or exceeding:

  • 2 million shares or $20 million during any calendar day;
  • 20 million shares or $200 million during any calendar month.

Use this page to:

For security purposes , you cannot change a Large Trader ID Number or Suffix online once you have provided it to us. If a Large Trader ID Number or Suffix listed above for your account is incorrect contact Client Service.

Add a Large Trader ID Number to Your Account

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Large Trader ID..

    If you have not yet added a Large Trader ID to your account, a page with general information about Large Trader IDs appears.

    If you have already added Large Trader ID's to your account, a page appears with all of your Large Trader IDs displayed.

  2. Click the Add Large Trader ID button.
  3. In the Add Large Trader ID dialog, enter the Large Trader ID that you received from the SEC.
  4. Optionally, add a suffix to your Large Trader ID Number. For example, you might want to add suffixes to Large Trader ID's to distinguish separate entities in a corporate structure.
  5. Click Ok. The newly-added Large Trader ID (and optional suffix) is added to the list of IDs on the main page.

 

Additional Resources

Learn About the Client Portal Interface at IBKR Campus

Visit the IBKR Client Portal Website

Log in to Large Trader ID