Updating Financial Information


IBKR requires that clients provide through the application process financial information, including:

  1. Investment objectives and intended purpose of trading
  2. Investment experience (by product type)
  3. Financial qualifications (e.g., net worth, liquid net worth and annual income)

Clients are also obligated to promptly notify IBKR of any changes and may do so through Client Portal.


Clients may update their financial information by logging in to Client Portal and selecting the Settings > Account Settings menu option. Note that any changes made to this information is subject to a Compliance review to ensure that account permissions remain suitable.