Investor Category

Instructions

Investor Category asks a series of questions to determine if you qualify to trade a wider range of trading products than would be available to a standard investor. It will appear as a Pending Item on the Client Portal home page until you complete it.

The Investor Category page presents four different categories on a series of screens:

  • Eligible Contract Participant
  • Accredited Investor
  • Qualified Purchaser
  • Qualified Institutional Buyer

Each screen contains questions that helps us determine whether you qualify to trade additional products. If you answer Yes to some questions, additional questions may appear.

ALL account structures can access this page EXCEPT:

IB Canada clients, IB India clients, and IBSJ Japan clients.

To use the Investor Category Page:

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

  2. The first Investor Category screen opens.

    The investor category panel in broker portal.

  1. Answer each question by clicking Yes or No. If you answer Yes, additional questions may appear which vary based on your account structure and financial information.

  1. After completing the questions on each screen (Accredited Investor, Qualified Purchaser, Qualified Institutional Buyer), click Continue. Note: Depending on your previous answers, some screens may not contain questions.

  2. The Investor Category Summary screen shows you the categories in which you have been qualified, based on your answers to the previous questions.

    The investor category summary panel in broker portal.

  3. Type your signature in the field provided and then click Continue.

 

Additional Resources