Trading Permissions

Instructions

Trading permissions specify the products you can trade and where you can trade them. You modify existing trade permissions or subscribe to new permissions on the Trading Experience & Permissions screen. When specifying permissions, you may be asked to sign any risk disclosures required by local regulatory authority.

  • Trading permissions are organized by product and then by country.
  • Use the drop-downs at the top of the section to select which products you want to see.
  • Request trading permissions in all countries and products with a single click.

Note: Trading permissions may be driven by your Investment Objectives and/or your Financial Profile. To learn about managing this information, click here.

 

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Trading > Trading Permissions.

  2. The Trading Permissions panel displays your current trading permissions.

    The trading experience & permissions panel in client portal.

  3. The Trading Permissions page lists all of the eligible products. Click Add/Edit to edit the trading permission or select Request to add additional trading permissions.

    For example, the following image shows an account with stocks trading permissions in the United States.

    The stock trading permissions panel in client portal.

  4. Click Save.

Click the informational The information icon in portal. icon for additional information on each product or market.

 

 
Additional Resources

Learn About Trading Permissions at IBKR Campus

Learn About the Client Portal Interface at IBKR Campus

Visit the IBKR Client Portal Website

Log in to Trading Experience & Permissions