Accounts

Your Investment Accounts

Manage your investment accounts and funding

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Create Investment Account

Create your investment account to start building wealth.

Account Type

Application Info

Regulatory Info

Choose Your Account Type

Start with a taxable account as your main investment account.
IRA and Roth IRA options are available after main account creation and are included in your plan.

Main Account

Taxable Investment Account

Your main investment account with no contribution limits

No contribution limits
Flexible withdrawals anytime
Capital gains tax on profits
No age restrictions

Create Later

Traditional IRA

Tax-deferred retirement savings with potential tax deductions

Tax-deductible contributions (if eligible)
Tax-deferred growth
Required minimum distributions at age 73-75
$7,000-$8,000 annual contribution limit (2025)

Available after creating your taxable account

Create Later

Roth IRA

After-tax contributions with tax-free growth and withdrawals

No tax deduction on contributions
Tax-free growth and withdrawals
No required minimum distributions
$7,000-$8,000 annual contribution limit (2025)

Available after creating your taxable account

Personal Information

All fields are required to comply with regulatory requirements.

Salutation *

First Name *

Last Name *

Marital Status *

Number of Dependents *

Date of Birth *

Social Security Number *

Email Address *

This is your account email address

Phone Number *

Street Address *

City *

State *

ZIP Code *

Employment Information

Employment Type *

Employment Details

Please provide your employment information.

Employer *

Employer Business *

Occupation *

Business address is same as home address

Employer Address

Street Address *

City *

State *

ZIP Code *

Country *

Business Description

Describe your business, including the industry sector you are in, which countries you operate in, the products/services you offer, and the primary source of your revenue *

Financial Information

Sources of Wealth * (Select all that apply)

Allowance Disability Employment/Business Income Inheritance Interest Investments Pension Property

'Employment/Business Income' must be selected when Employment Type is Employed or Self Employed.

Please provide your financial information as required by regulatory requirements.

Net Worth *

Liquid Net Worth *

Annual Net Income *

Investment Objectives

Select your investment objective profile. This determines which products you are eligible for.

Investment Objective Profile *

Your selection will determine which investment products are available to you.

Funding

Planned Initial Funding Amount *
(Fund when you are ready)

Amount you plan to fund initially

Planned Auto-Save/Auto-Withdraw Amount
(Setup after account creation)

Monthly automatic deposit (positive) or withdrawal (negative) (optional)

Required Disclosures

Please answer the following regulatory questions:

I am a control person of a publicly traded company I am affiliated with an exchange or FINRA member

Account Creation Not Available

We are unable to create accounts for control persons of publicly traded companies or individuals affiliated with an exchange or FINRA member. Please contact support for assistance.

I am an employee of a publicly traded company

Company Stock Symbol *

Company stock symbol is required when you are an employee of a publicly traded company.

Required Agreements

You must accept these agreements to create your account:

I acknowledge that I am a U.S. citizen or permanent resident with a US form of identification born in the USA. I agree to the Terms of Service, Privacy Policy, and Client Advisory Agreement I acknowledge that I have read and understand the Investment Disclosures I acknowledge that I have read and agree to the Interactive Brokers LLC Client Agreement

Review Your Information

Creating your account...

Account Created Successfully!

Your account is being processed. You'll receive an email confirmation shortly.

Creating Your Investment Account At Interactive Brokers. . .

This may take some time. We're getting the next steps ready for you.

Interactive Brokers is a S&P 500 listed company and a top broker. They hold your funds in a segregated account that we do not have custody of. This is a best practice for the industry and ensures that your funds are safe.

Account Creation Failed

Fund Your Account

Add money to your investment account

Select Account

Send Funds To:

Choose Funding Method

ACH Transfer

Automated Clearing House transfer

• No fees

• Min: $1

• 1-3 business days (4 day hold)

Bank Wire Transfer

Direct transfer from your bank account

• No fees

• Min: $100

• 1-3 Business Days (no hold)

Broker Transfer (ACATS)

Transfer from another brokerage account

• No fees

• Min: $100

• 5-7 business days (no hold)

Transfer Details

Wire Transfer Instructions

To fund your account via wire transfer, generate a secure link to access Interactive Brokers (IBKR) and complete the wire transfer process.

Send Funds From:

Verify Bank Account

Please enter the two verification amounts (in cents) that were deposited into your account. These are small test deposits used to verify your bank account ownership.

First Amount (cents)

Enter the two-digit amount (e.g., 01 for $0.01)

Second Amount (cents)

Enter the two-digit amount (e.g., 02 for $0.02)

Transfer Amount

Enter the amount you want to transfer from your selected bank account.

Transferring From:

Transfer Amount

Minimum transfer: $1.00

ACH in Progress!

Your ACH transfer will show up in your account in a few days.

Add Your Bank Account

To use ACH transfers, you must add your bank account.

Account Type

Account Nickname

Bank Name

Required by Interactive Brokers

Bank Routing Number

9-digit routing number

Your Account Number

After Adding Your Bank

Once your bank account is added, you can initiate ACH deposits. ACH transfers typically take 1-3 business days to process and have a 4 day hold.

ACATS Transfer Instructions

To transfer assets from another brokerage account via ACATS, generate a secure link to access Interactive Brokers (IBKR) and complete the transfer process.

Processing your transfer request...

Verification Failed

Account Transactions

View your account transaction history

No Transactions Found

This account doesn't have any transactions yet.

Complete Your Account Application

Two more steps to complete your application.

Complete application at Interactive Brokers (IBKR).

We prefilled your application so you can click through easily. Leave settings alone, verify your mobile number, and sign the required documents.

Fund your account.

Funds may take a few days. It's good to start this process while your application is being process.

Get Started

Choose how you'd like to begin your investment journey

Create New Account

Set up a new investment account (IRA, Roth IRA, or Taxable)

Start Here →