Through this guide, we’ll help steer you through the account opening process at Interactive Brokers – whether as an individual or institution – including critical resources for how to actively deposit and withdraw funds once your application is approved. We’ll also take you on a brief tour of our website and highlight some of the destinations there that can help you get up-and-running quickly with our platforms, tools, and services, as well as walk you through our platforms, show you how you can perform worldwide trading, manage your account, and improve your understanding of the global financial markets, as they change daily.
To become a client at Interactive Brokers, you’ll first need to open an account, fund it, and once your application is approved, you can then begin to actively deposit and withdraw your funds. In this lesson, we’ll show you how to find the information you need to get started with these steps, as well as provide you with some tips that might help speed up your application review process.
IBKR’s Platforms & Worldwide Trading
At Interactive Brokers, traders can access a long list of global stock markets, including the New York Stock Exchange, Nasdaq, and the London and Hong Kong Exchanges, no matter where they might reside. In this lesson, we’ll walk you through an example of how you can use our GlobalTrader mobile platform to trade equities from anywhere in the world, as well as brief you about our other platforms and related offerings.
Account Management at IBKR
Once your account is opened and funded, you might have some questions about where and how to retrieve your activity statements or trade confirmations. You might also want to know how to generate a report that shows you certain key statistics about your account over time, such as your net asset value or asset class allocations. You may even be wondering, for example, how you might upgrade or convert your account, or transfer funds from another broker. In this lesson, we’ll cover some of the critical tools and resources you can use to answer all these questions and more.
The IBKR Campus – Education & Tutorials
In this lesson, you'll learn how the IBKR Campus offers a wide variety of financial education and ‘how to’ tutorials to our clients and the general public at no cost. Here, you can gain a better understanding about topics critical to trading and investing, as well as acquire hands-on, practical skills navigating Interactive Brokers’ platforms and trading tools.