Información:

En la estructura de asesor, las cuentas de clientes pueden solicitar retiradas al iniciar sesión en Client Portal. Cuando se introduce una solicitud de retirada desde una cuenta de cliente, el asesor deberá autorizar a la solicitud. Si el asesor no la acepta, la solicitud se realizará igualmente 3 días hábiles después.

Pasos a seguir para completar la solicitud:

Después de enviar la solicitud de retirada desde la cuenta del cliente, el asesor recibirá una notificación por correo electrónico en la que se le indicará que un cliente ha solicitado una retirada. El asesor deberá iniciar sesión  en Client Portal e ir a Gestionar clientes > Panel de información > Asuntos pendientes para autorizar la solicitud. Al hacer clic en el botón Autorizar, el asesor acelerará el proceso de retirada pendiente.

Nota sobre los periodos de retención:

Para garantizar un procesamiento rápido de las solicitudes de retirada realizadas por el cliente, se retendrán las solicitudes de retirada con una cantidad superior al 80 % de la cantidad disponible en la cuenta hasta que el asesor autorice la transacción o 3 días hábiles, lo que ocurra primero. Las cantidades que representen menos del 80 % se retendrán hasta que el asesor autorice la transacción o hasta el día hábil siguiente.

Estas retenciones se imponen para asegurar que su asesor está informado sobre su solicitud de retirada y se le da tiempo para que los fondos estén disponibles, si fuera necesario.

Background

Most recent versions of web browsers contain a feature which prompts users to save their user name and password when logging into various sites on the Internet. While convenient in practice, this feature introduces a significant security risk in that it allows anyone with access to the computer to log into those sites where the password has been saved.

Many sites that deal with highly sensitive information, including the Client Portal, have controls which do not allow this feature to be utilized. While most browsers such as Mozilla Firefox, Internet Explorer and Google Chrome allow for such controls, others such as Apple's Safari do not.

As a result, Safari users who attempt to use the password save feature may experience log in failures on future log in attempts.

Solution

Should this log in failure occur, you will need to remove the saved login credentials. To remove the login credentials, follow these steps:

 
1) When Safari is in the foreground, click on the menu Safari --> Preferences
2) Click on the icon AutoFill on the toolbar
3) Click on the button Edit... next to "User names and passwords" (see Figure 1.)

                Figure 1.

4) Locate the line related to the Client Portal web site and select it (see Figure 2.)

                Figure 2.

5) Click on the button Remove (see Figure 3.)

                Figure 3.

6) Close and reopen Safari. You should now be able to log in . Upon log in you will be prompted whether to save user/pass again for the website. Please answer “Never for this website” or "Not now".

1. Your Money
Deposits & Withdrawals General Info. All transactions are administered through your secure Account Management
Deposits
First, you create a deposit notification through your Account Management > Funding > Fund Transfers > Transaction Type: “Deposit” How to create a deposit notification. The second step is to instruct your Bank to do the wire transfer with the bank details provided in your Deposit Notification.
Withdrawals
Create a withdrawal instruction via your secure Account Management > Funding > Fund Transfers > Transaction Type: "Withdrawals" How to create a withdrawal instruction
If you instruct a withdrawal over the Withdrawal limits, it will be considered an exceptional withdrawal and we will therefore need to match bank account holder and IB account. If destination bank account has been used for a deposit, withdrawal will be processed; otherwise, you must contact customer service and provide the documents needed.
Troubleshooting
Deposits: My bank sent the money but I do not see it credited into my IB account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) A Deposit Notification is missing. You have to create it via your Account Management and send a ticket to Customer Service
c) Amending details are missing. Your name or IB account number is missing in the transfer details. You have to contact your bank and ask for the full amending details.
d) ACH initiated by IB is limited to 100k USD in a 7 business period. If you opened a Portfolio Margin account where the initial requirement is 110k, a wire deposit might be the better deposit option to reduce wait time for your first trade. If selecting ACH a wait time of almost 2 weeks or a temporary downgrade to RegT can be possible solutions.
Withdrawals: I have requested a withdrawal but I do not see the money credited to my bank account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) Rejected. Over the max it can be withdrawn. Please check your account cash balance. Note that for regulatory requirements, when the funds are deposited, there is a 3 day holding period before they can be withdrawn.
c) Your bank returned the funds. Probably because receiving bank account and remitting bank account names do not match.

2. Configure your account to trade
Difference between Cash and Margin accounts: If you have chosen the FastTrack application, by default your account type is a cash account with US stock permission. If you would like to get leverage and trade on margin, here how to upgrade to a RegT Margin account
Trading Permissions
In order to be able to trade a particular asset class in a particular country, you need to get the trading permission for it via your Account Management. Please note that trading permissions are free. You might however be asked to sign risk
disclosures required by local regulatory authorities. How to Request Trading Permissions
Market Data
If you want to have market data in real-time for a particular product/exchange, you need to subscribe to a market data package charged by the exchange. How to subscribe to Market data
The Market data assistant will help you choose the right package. Please watch this Video explaining how it works.
Customers have the option to receive delayed market data for free by clicking the Free Delayed Data button from a non-subscribed ticker row.
Advisor Accounts
Have a look at the user guide getting started as advisors. Here you see how to create additional users to your advisor account and grant them access and much more.

3. How to trade
The Trader's University is the place to go when you want to learn how to use our Platforms. Here you will find our webinars, live and recorded in 10 languages and tours and documentation about our various Trading Platforms.
Trader Workstation (TWS)
Traders who require more sophisticated trading tools can use our market maker-designed Trader Workstation (TWS), which optimizes your trading speed and efficiency with an easy-to-use spreadsheet interface, support for more than 60 order types, task-specific trading tools for all trading styles, and real-time account balance and activity monitoring. Try the two models
TWS Mosaic: for intuitive usability, easy trading access, order management, watchlist, charts all in one window or
TWS Classic: the Advanced Order Management for traders who need more advanced tools and algos.
General Description and Information / Quick start guide / Usersguide
Interactive Tours: TWS Basics / TWS configuration / TWS Mosaic
How to place a trade:  Video Classic TWS / Video Mosaic
Trading tools: General Description and Information /  Users guide
Requirements: How to install Java for Windows / How to install Java for MAC / Port 4000 and 4001 needs to be open
Login TWS / Download TWS
WebTrader
Traders who prefer a clean and simple interface can use our HTML-based WebTrader, which makes it easy to view market data, submit orders, and monitor your account and executions. Use the latest WebTrader from every browser
Quick Start Guide / WebTrader User's Guide
Introduction: Video WebTrader
How to place a Trade: Video WebTrader
Login WebTrader
MobileTrader
Our mobile solutions allow you to trade your IB account on the go. The mobileTWS for iOS and the mobileTWS for BlackBerry are custom-designed for these popular models, while the generic MobileTrader supports most other Smart phones.
General Description and Information
Order Types Order Types available and Description / Videos / Tour / Users guide
Paper Trading General Description and Information / How to get a Paper Trading Account
Once your paper account is created, you can share the market data of your real account with your paper trading account: Account Management > Manage Account > Settings > Paper trading

 
4. Trade all over the World
IB accounts are multi-currency accounts. Your account can hold different currencies at the same time, this allows you to trade multiple products around the world from a single account.
Base Currency
Your base currency determines the currency of translation for your statements and the currency used for determining margin requirements. Base currency is determined when you open an account. Customers may change their base currency at any time through Account Management.
We do not automatically convert currencies into your Base currency
Currency conversions must be done manually by the customer. In this video you can learn how to do a currency conversion.
In order to open a position denominated in a currency that you do not have in your account, you have two possibilities:
A) Currency conversion.
B) IB Margin Loan. (Not available for Cash Accounts)
Please see this course explaining the mechanics of a foreign transaction.

5. Five points to enrich your IB experience
1. Contract Search
Here you will find all our products, symbols and specifications.
2. IB Knowledge Base
The Knowledge Base is a repository of glossary terms, how-to articles, troubleshooting tips and guidelines designed to assist IB customers with the management of their IB accounts. Just enter in the search button what you are looking for and you will get the answer.
3. Account Management
As our trading platforms give you access to the markets, the Account Management grants you access to your IB account. Use Account Management to manage account-related tasks such as depositing or withdrawing funds, viewing your statements, modifying market data and news subscriptions, changing your trading permissions, and verifying or changing your personal information.
Log In Account Management / AM Quick Start Guide / AM Users Guide
4. Secure Login System
To provide you with the highest level of online security, Interactive Brokers has implemented a Secure Login System (SLS) through which access to your account is subject to two-factor authentication. Two-factor authentication serves to confirm your identity at the point of login using two security factors: 1) Something you know (your username and password combination); and 2) Something you have (an IB issued security device which generates a random, single-use security code). As both knowledge of your username/password and physical possession of the security device are required to login to your account, participation in the Secure Login System virtually eliminates the possibility of anyone other than you accessing your account.
How to Activate your Security Device / How to Obtain a Security Code Card / How to return Security device
In case you forgot your password or lost your security code card, please call us for immediate assistance.
5. Statements and Reports
Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account. How to view an Activity Statement 

How to Import Form 8949 into TurboTax

1. Log into Account Management by going to https://www.interactivebrokers.com and select Login and then Account Management from the upper right hand section and enter username/password to log in.
 

2. Navigate to Reports, Tax and then select Tax Forms

3. Under Worksheet for Form 8949 section, select TurboTax TXF from the drop down menu and select View Report

4. A save dialog box will appear. Please select Save File and then OK.

5. Another dialog box will appear.  Please select Desktop on the left and then Save.  This will save your downloaded file to your desktop

6. Now that the file is downloaded please follow the directions below in Section C to import into TurboTax

Section B (Vertical menu on the left)

1. Log into Account Management by going to www.interactivebrokers.com and select Login and then Account Management from the upper right hand section and enter username/password to log in.

2. On the left please select Report Management and then Tax Forms

3. On the right under Worksheet for Form 8949 section, select TurboTax TXF from the drop down menu and select View Report

4. A save dialog box will appear. Please select Save File and then OK

5. Another dialog box will appear. Please select Desktop on the left and then Save.  This will save your download file to your desktop

6. Now that the file is downloaded please follow the directions below in Section C to import TurboTax

Section C (Importing downloaded file into TurboTax)

1. Open TurboTax and navigate to File and select “From Accounting Software” under the Import option.

2. A new window will appear with a few options. Please select Other Financial Software (TXF file) and then Continue

3. On the next screen select Browse Files

4. A new window will appear. Please select Desktop on the left and then select the file you just saved on your desktop and then select Open.

5. A new window will appear with the name of the file. Select Import Now

6. On the next page you will see 1099-B (133). Make sure the box next to it is checked and then select Import Now

7. On the last page select Done and all your transactions will now be imported into TurboTax. If you need any additional help navigating TurboTax please contact them directly at http://turbotax.intuit.com/