What Interactive Brokers requires for Advisor accounts?

Discussion in 'Professional Trading' started by crgarcia, Nov 5, 2008.

  1. For non-US, both advisors and clients?
  2. ITR2744


    nothing special, all information is on their website.
    I (Swiss) opened an advisor account some months ago. You need the usual documents (proof of address, proof of identity etc.) for you and the clients...
  3. pbb


    IB needs to know if you're suitably regulated, for a professional advisor (charging fees). Not needed if it's only a non-charging f&f account.
  4. ITR2744


    oh yes I forgot, that's an important difference, pbb is pointing out...