MiFID Client Category

Instructions

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.

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile > MiFID Client Category

  2. Review the information then click Request To Change MIFID Category.

    The MIFID category panel in advisor portal.

  3. Answer elective questions by selecting the radio buttons, then click Continue.

    The MIFID category professional client request panel in advisor portal.

  4. You will be able to view a notification that determines your eligibility. Click Continue to proceed to the confirmation screen.

  5. Click Ok to return.

 

Additional Resources

Learn About the Advisor Portal Interface at IBKR Campus

Visit the IBKR Advisor Portal Website

Navigate to MiFID Client Category