Account Profile

The Account Profile panel on the Account Settings screen lets you configure the following account settings:

• Profile - The Profile panel on the Account Settings screen shows a list of all user profiles for the current account.

• Update Tax Forms - The Tax Form Collection page lets account holders review and update important tax-related information.

• Affiliate and Public Symbol Designation - Update the regulatory affiliate information associated with your account

• Investor Category - Answer a series of questions to determine if you qualify to trade a wider range of trading products.

• Regulatory Information - Update the regulatory information for your account.

• Registration Information - Registration requirements can vary among jurisdictions. A Broker may be required to register with an appropriate regulatory organization.

• MiFID Category Screen - Change your designation from a retail to professional client. IB UK only.

• Professional Advisor Qualifications - Modify your advisor registration information.

• Financial Information - The Financial Information page lets you change the following financial information for your account, which you originally entered into your account application.