Settings Quick Reference

Account Settings

Account Profile

Update Profile Information

Update Tax Forms

Update Affiliate and Public Symbol Designation

Update Trusted Contact Person

Update Investor Category

Update Regulatory Information

Update Financial Information

Account Configuration

Update Account Alias

Update Account Type

Update Excess Funds Sweep (Securities and Commodities Segments)

Create a Paper Trading Account

Create an Account Transfer

Update Account Inheritance (TOD Beneficiaries)

Update Administrators

Update IBKR Pricing Plan (Commission Plan)

Update Insured Bank Deposit Sweep Program

Enable Refer a Friend Program

Check Refer a Friend Status

Enable Securities Class Action Recovery (Litigation Recovery Service)

Manage Account Linking (Link to Existing Accounts)

Close Your Account

Manage Account Linking

View Your Large Trader ID

Account Communication

Enable FYI Notifications

Trading

Enable Dividend Election (Auto Invest Cash Dividends)

Enable Institutional Services (Clearing, Prime Broker, and Execution Services)

Open An Additional Account

Enable Stock Yield Enhancement Program

Disable Internalization (Internalizing Trading Execution)

Enable Virtual FX Tracking

Update Trading Permissions

Account Reporting

Update Base Currency

Enable US Consolidated Audit Trail Reporting (CAT Reporting)

Enable FTP (sFTP Credentials)

Enable PGP Key (Encryption for File Delivery)

Enable SMS Alerts

MiFIR Transaction Reporting

Tax Settings

View IRA Information & Functions

Use the RMD Calculator

Investors Marketplace

Find Investor Marketplace Services

Advertise Your Services

Users and Access Rights Configuration

Create and Modify Users & Access Rights

Ownership Configuration

Update Ownership

User Settings

Communication Settings

Update Email Address

Update SMS Address

Update Mobile Number

Configure Alert Notifications

Configure Message Center Notifications

Enable Marketing Preferences

Security Settings

Change Your Password

Update Online Features (IBKR Voting)

Enable IP Restrictions

Enable Secure Login System

Update Security Questions

Trading Platform

Enable Read-Only Access

Update Market Data Subscriptions

Update Research Subscriptions

Enable Asia Gateway Access

Reporting Settings

Enable PortfolioAnalyst Delivery

Enable Statements Delivery

Enable Flex Queries Delivery