Australian Investment Education

Adding Complex or Leveraged Exchange Traded Products Permissions

Adding Market Data Subscriptions

Adding Options – Permission Level 1

Adding Options – Permission Level 3

Adding Stock and Options Countries

Adding USA as Option Country

Follow these steps to update your stock and options experience in your Interactive Brokers account.

Changing Stock + Options Experience

Joint account holders may request a second username for the second holder in two ways:

Creating a Second Username on a Joint Account

To link your IB account to an advisor or broker, follow the steps below.

How to Link Your Existing Interactive Brokers Account to AIE

Follow the instructions below to link your existing IB account to the advisor.

How to Link Your Interactive Brokers Account to AIE F Account

To enhance the security of your account, follow these steps to register for two-factor authentication using the IBKR Mobile app.

How to Register for Two-Factor Authentication (2FA) with Interactive Brokers

How to Transfer Positions to Your Interactive Brokers Account

How to Update Your Investment Objectives and Intended Purpose of Trading

Clients who qualify as professional or wholesale investors can complete a Professional Investor Application to be recognised by IB Aus

How to Apply as a Professional (Wholesale) Investor with Interactive Brokers

Can I have more than one Broking Account?

Can I have a second username under the same Interactive Brokers account?

Can I transfer stocks/positions from my other broking platform to Interactive Brokers?

Changing Financial Profile Information

How do I add Australia as an option

Do the Trading Desk close out my positions for me?

How do I add a user to IB Individual account

How do I generate a statement in Interactive Brokers?

How do I register for 2 factor on IBKR platform?

Updating personal Information on Interactive Brokers

How do I update my personal Information on Interactive Brokers?

Withdrawing Funds from your Interactive Brokers Account

Where do I locate Brokerage Fees?

When should I fund my account?

When should I do my first Trade?

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

If I have an Interactive Brokers account not linked to AIE, how do I link this?

If I am having issues with submitting documents to Interactive Brokers who can I send this too?

How to Withdraw Funds from Your Interactive Brokers Account

Funding Your Account

Currency Conversion

Updating Permissions

Andrew Gibbs

Bec Waller

Trading Account related questions can be found here

AIE Trading Accounts

How do I read my TWS/ Trader Workstation/trading statement

How do I Manage Risk on TWS/ Trader Workstation?

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

What is TWS?

Do I need to be signed up to Market Data Subscription?

Do I need to set up my Trader Work Station every time I log in?

What is IBKR?

TWS Workstation

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.