Financial Profile

Instructions

The Financial Profile page lets you change the following account information:

• Income and net worth
• Source of Wealth
• Investment Objectives & Intended Purpose of Trading
• Investment Experience

Change Your Financial Profile

1. Click Settings > Account Profile > Financial Profile

   

2. In the Income and Worth section, click the edit button and update the profile as required.

   

3. In the Source of Wealth section, click the + button, select a source of wealth, indicate if this source will fund your account, then enter the percentage of your account that will be funded from this source. Enter any notes to provide a description for this source. Repeat for each additional source of wealth.

   

4. In the Investment Objectives and Intended Purpose of Trading section, click the edit button and click the boxes to update your selections as required.

   

5. In the Investment Experience section, click the edit button and update the information as required. Remember, different products require different levels of experience.

   

6. Click Continue.

7. Verify the updated information and then click Continue.

8. If you need to make further changes, click Back, then make corrections before submitting.

9. If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click Continue.

10. Click Ok.

 

Additional Resources

• Visit the IBKR Administrator Website

• Navigate to Financial Profile