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Forms and Disclosures

Customer Agreements

The following forms are samples of the documents presented in our Account Registration System and may not be submitted to Interactive Brokers.

IB LLC

Australia Client Supplemental Custody Agreement

CAT Reporting Service Agreement (Reporting Agent)

CAT Reporting Service Agreement (Limited Reporting)

CAT Reporting Service Disclosure (Opt Out)

Discretionary Trading Authorization for clients of Independent Financial Advisors under a 3-Tier Structure

Discretionary Trading Authorization for clients of Independent Financial Advisors

Direct Debit Supplement to Interactive Brokers LLC Customer Agreement

Paxos Discretionary Trading Supplement

IB LLC Consolidated Account Clearing Agreement

IB LLC Client Agreement

IB LLC Client Agreement - Russian Reference Copy

Supplement to Interactive Brokers LLC Client Agreement for Clients Trading U.S. Unallocated Gold

Supplement to Interactive Brokers LLC Client Agreement in Connection with Trading Digital Assets with Paxos Trust Company Through IB's Platform

Supplement to Interactive Brokers LLC Discretionary Trading Authorization for Financial Advisor to Trade Digital Assets with Paxos

IB LLC Debit Mastercard Cardholder Agreement

IB LLC Fully Disclosed Clearing Agreement

IB LLC Individual Retirement Custodial Account Agreement

IB LLC Institutional Services Customer Agreement

IB LLC OATS Non-Reporting Agreement

IB LLC OATS OSO Reporting Agreement

IB LLC Roth IRA Custodial Account Agreement

IB LLC SEP IRA Custodial Account Agreement

Paxos Investment Advisor User Agreement

MCB Banking Services Supplement to IB LLC Customer Agreement

Notice and Acknowledgement of Clearing Arrangement

Master Securities Lending Agreement for Interactive Brokers LLC's Fully-Paid Lending Program

Paxos Customer Agreement

Securities Account Control Agreement


IB LLC, Interactive Brokers (U.K.) Limited

Agreement for Advisors Providing Services to Interactive Brokers Customers (LLC/UK)

Discretionary Trading Authorization for clients of Independent Financial Advisors under a 3-Tier Structure

Discretionary Trading Authorization for clients of Independent Financial Advisors