MiFID Client Category
By default, you are considered a retail client. If you believe that you should qualify as a professional client, use this page to answer survey questions and submit a request to Interactive Brokers to change your designation.
This page is only available for IB UK accounts.
To Submit a Category Change Request.
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile > MiFID Client Category
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Review the information then click Request To Change MIFID Category.
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Answer elective questions by selecting the radio buttons, then click Continue.
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You will be able to view a notification that determines your eligibility. Click Continue to proceed to the confirmation screen.
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Click Ok to return.