Regulatory Information

Instructions

The Regulatory Information page lets you update the regulatory information for your account.

To update your Regulation Information

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile > Regulatory Information.

    The regulatory information panel in client portal.

    Depending on where you are located, the actual questions that appear may be different from those shown in the image above.

  2. Update your regulatory information as required, and then click Continue. For each question on the page, answer Yes or No using Yes/No toggle switch. Depending on your answers, some questions will require you to enter additional information.

  3. Verify your changes, then click Continue.

  4. Click Ok.

 

Additional Resources

Learn About the Client Portal Interface at IBKR Campus

Visit the IBKR Client Portal Website

Log in to Regulatory Information