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  • What documents are required for – SMSF, Trust or Company trading account?

    Please ensure you have the TFN, ABN, ACN, Full Trust Deed and Current & Historical Extract from ASIC. TFN and Identification will also be required for any Trustees or Directors of the Corporate Trustee. Please keep in mind that due to the detailed requirements for these applications they can take…

  • How do I login to My Trading Advisor?

    Your log in details for My Trading Advisor (MTA) is the same log in details as your Members Portal for AIE. Any time you change your password on AIE this will automatically update MTA.

  • What number do I press when I ring in?

    Option 1: Enrolments – for non members Option 2: Helpdesk – for any assistance regarding your membership, general enquiries and assistance with your Interactive Broker application. Option 3: Trading Desk – for any questions you have regarding anything Trading related including placing Trades.

  • I have forgotten my Interactive Brokers password how do I get a new one?

    1. Select the need help button. 2. Select reset password under Forgotten Password 3. Enter in your Username & DOB (Please note that your DOB is in USA format being Month, Date, Year) 4. You will need to take a “Selfie” to confirm your identity If you require further assistance…

  • How do I update my personal Information on Interactive Brokers?

    1. Log into Client Portal 2. Click the User menu (head and shoulders icon in the top right corner) 3. Select Settings 4. Under User Settings find the Communication section select applicable section that you are wishing to update.

  • When should I do my first Trade?

    There is no right or wrong time in regards to placing your first Trade, this will come down to when you feel ready and comfortable.

  • How do I register for 2 factor on IBKR platform?

    Once you are logged into Interactive Brokers Web Portal please follow the steps below: 1.Select Head & Shoulders icon 2.Secure login system 3. Ensure IB Key Security is active 4. Go back to settings and select Online Features under security 5.Enter your credentials If you are not logged into Interactive…