Regulatory Information
Instructions
The Regulatory Information page lets you update the regulatory information for your account.
To update your regulatory information
-
Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile
-
Select Regulatory Information and update as required. Then click Continue.
-
For each question on the page, answer Yes or No using the radio buttons
-
-
Verify your changes, then click Continue
-
If you need to make further changes, click Back, then make corrections before submitting
-
-
Enter the confirmation number sent to you via email, the click Continue
-
If you have not received a confirmation number, click Request Confirm # to have a confirmation number sent to your email address on record.
-
Additional Resources
Learn About the Advisor Portal Interface at IBKR Campus