Forms and Disclosures
The following forms are samples of the documents presented in our Account Registration System and may not be submitted to Interactive Brokers.
| Australia Client Supplemental Custody Agreement | Download |
| CAT Reporting Service Agreement (Reporting Agent) | Download |
| CAT Reporting Service Agreement (Limited Reporting) | Download |
| CAT Reporting Service Disclosure (Opt Out) | Download |
| Direct Debit Supplement to Interactive Brokers LLC Customer Agreement | Download |
| Discretionary Trading Authorization for clients of Independent Financial Advisors | Download |
| Discretionary Trading Authorization for clients of Independent Financial Advisors under a 3-Tier Structure | Download |
| IB LLC Client Agreement | Download |
| IB LLC Client Agreement - Russian Reference Copy | Download |
| IB LLC Consolidated Account Clearing Agreement | Download |
| IB LLC Debit Mastercard Cardholder Agreement | Download |
| IB LLC Fully Disclosed Clearing Agreement | Download |
| IB LLC Individual Retirement Custodial Account Agreement | Download |
| IB LLC Institutional Services Customer Agreement | Download |
| IB LLC Roth IRA Custodial Account Agreement | Download |
| IB LLC SEP IRA Custodial Account Agreement | Download |
| Impact Application Incentive Program Terms and Conditions | Download |
| Master Securities Lending Agreement for Interactive Brokers LLC's Fully-Paid Lending Program | Download |
| MCB Banking Services Supplement to IB LLC Customer Agreement | Download |
| Notice and Acknowledgement of Clearing Arrangement | Download |
| Paxos Customer Agreement | Download |
| Paxos Discretionary Trading Supplement | Download |
| Paxos Investment Advisor User Agreement | Download |
| Securities Account Control Agreement | Download |
| Supplement to Interactive Brokers LLC Client Agreement for Clients Trading U.S. Unallocated Gold | Download |
| Supplement to Interactive Brokers LLC Client Agreement in Connection with Trading Digital Assets with Paxos Trust Company Through IB's Platform | Download |
| Supplement to Interactive Brokers LLC Discretionary Trading Authorization for Financial Advisor to Trade Digital Assets with Paxos | Download |