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Changing Financial Profile Information

How to update your financial profile

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Written by Andrew Gibbs
Updated this week

1. Log In

Go to interactivebrokers.com.au and click Portal Login (Website) in the top right.
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2. Go to Settings

Click the head and shoulders icon in the top-right corner and select Settings from the dropdown.


3. Update Your Financial Profile

  1. Select Financial Profile from the Settings menu.

  2. Make updates as needed to match your current financial information.
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  3. Click Continue and Submit your request.


Processing Time

Please note: Updates can take up to 24 hours to be reflected on your account.


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