Step 1 : Register for a new account at Interactive Brokers
Please reach out to us to send you an invitation to open a new Interactive Brokers account. Let us know the type of account you would like to open (Individual, Joint, IRA, LLC etc
Steps 2: Sign digital Client Advisory Agreement
After you complete Step 1, you will receive an email with a link to digitally sign the Client Advisory Agreement . After both parties have signed, you will receive a copy of the documents for your purpose.
Step 3: Fund your account
You can wait for the account to be fully approved by IBKR. It typically takes 1-2 business days (Longer for non-US based accounts). Once approved, you will be notified by IBKR. You can easily fund the account via ACH / Wire / Check / Transferring assets from an existing account. You can contact us if you need any assistance in this regard.
