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 |