Problems trading futures in IRA accounts at IB?

Discussion in 'Interactive Brokers' started by chanelops, Mar 6, 2015.

  1. garywlynn

    garywlynn

    I happen to have an acquaintance with a top executive at IB and I emailed him on this situation. He just emailed me the following reply:

    "I heard about this notice mishap and i am sorry about it. It was an error. Hopefully we will not make that kind if error again.

    Yes, we had to discontinue because of regulatory concerns.

    And, we are doing what we can to make affected customers happy."

    Given the recent reports of permissions being restored, perhaps existing IRA customers with futures permissions will be grandfathered in? Time will tell...

    Gary
     
    #81     Mar 13, 2015
    MoreLeverage likes this.
  2. gary-123

    gary-123

    I was surprised to see my permissions enabled this morning. (Friday, the 13th) I don't know if that is good luck or bad. I think I will wait a few days to see if it sticks. Still no message from IB.
     
    #82     Mar 13, 2015
  3. JackR

    JackR

    The problem with all these informal/back channel communications is they are not definitive. I've got my permissions back, but will they disappear without warning again? IB needs to get something official out. They probably have a bunch of lawyers who have to approve such a statement - but a week?

    Jack
     
    #83     Mar 13, 2015
  4. JackR

    JackR

    It is reliably reported that "special margining" will be implemented for IRA accounts. What that means is still being worked. Implementation date is unknown. Probably depends on the programmers. Possible message from management today.

    Jack
     
    #84     Mar 13, 2015
  5. johnjax

    johnjax

    This just arrived however my confidence is not restored.

    Futures Trading in IRA Accounts
    Dear Client,

    In advance of a policy change intended to address the risks of trading futures in IRA accounts, we inadvertently removed futures trading permissions from a number of accounts last week, subjecting clients to unnecessary uncertainty and confusion. We have since taken the steps necessary to restore permissions and sincerely apologize to all who were impacted.

    As for the policy change, in the near future we will be implementing increased margin requirements on futures and options on futures contracts held in IRA accounts. This change is intended to limit the firm's exposure to losses from derivative contracts in IRA accounts that may exceed assets on hand plus permitted contributions.

    The effect of the change will be to apply increased intraday and overnight margin requirements to IRA accounts holding futures contracts that are not associated with a spread or option cover and to prohibit IRA accounts from holding naked short option contracts. Additional details as to the specific margin rates will be provided in a subsequent communication in advance of its implementation with changes to be phased in over a series of days so as to minimize the impact of any sudden margin increases.

    Again, we apologize for this incident and the lack of prior communication.
    Interactive Brokers Client Services
     
    #85     Mar 13, 2015
  6. rmorse

    rmorse Sponsor

    I think everyone got this. They seem to want to reduce futures positions and limit option positions.
     
    #86     Mar 13, 2015
  7. Just got this in my email a few minutes ago:

     
    #87     Mar 13, 2015
  8. Trader13

    Trader13

    Another reason to trade spreads if you don't already.
     
    #88     Mar 13, 2015
    bone likes this.
  9. sprstpd

    sprstpd

    How do you "inadvertently" remove trading permissions? It takes IB a week to send this notification out? Pretty unacceptable and I wasn't even affected by this snafu. I guess they are sorting things out, but still, the lack of communication and the way they handled it is troubling.
     
    #89     Mar 13, 2015
  10. vette

    vette

    the text of the email would lend credence to the rumor of this move being related to accounts that were blown out to negative values by the CHF de-peg.

    anyway, looks like you will have to have call option protection to short index futures soon.
     
    #90     Mar 13, 2015