A/B SIGNATORY OVERVIEW |
Article |
KB40 |
Interest credit on short stock proceeds |
Article |
KB41 |
What does Payment in Lieu refer to? |
Article |
KB42 |
My account was debited for a dividend payment (Payment in Lieu) for a short stock position which I don’t recognize. How did this occur? |
Article |
KB43 |
What timeframe of activity statements is made available online and how can archived statements be obtained? |
Article |
KB44 |
Why does the Cash Report section of my statement reflect a reduction in cash despite no trade activity or withdrawals? |
Article |
KB45 |
Are non-US residents subject to withholding for tax purposes? |
Article |
KB46 |
What are the key dates relating to stock Dividends? |
Article |
KB47 |
Can I change my password online? |
Article |
KB48 |
How do I change my email address? |
Article |
KB49 |
How do I change my mailing address? |
Article |
KB50 |
Why am I not informed of the assignment on my US securities option position until the following day? |
Article |
KB51 |
TWS Message: LMT price should be less than or equal to STP price -or- LMT price should be greater than or equal to STP price |
Article |
KB53 |
The average price shown for one of my positions in the Trader Workstation is incorrect. |
Article |
KB54 |
Why has my order to initiate a position in Berkshire Hathaway B Shares (BRK B) not been filled? |
Article |
KB55 |
What is the Mark-to-Market calculation method and how does it work? |
Article |
KB56 |
What does the Cash FX Translation Gain/Loss line on my Daily Activity Statement represent and how is it calculated? |
Article |
KB58 |
What does the Interest Accrual Reversal line item on the Activity Statement represent? |
Article |
KB60 |
Does a deposit subject to a "Credit Hold” accrue credit interest during the hold period? |
Article |
KB61 |
How do I transfer my US securities positions from my current broker to IBKR? |
Article |
KB65 |
What is SMA and how does it work? |
Article |
KB66 |
Why am I able to double-click and review the details of some but not all of the news links distributed through the RSS News feed feature within TWS? |
Article |
KB67 |
Why does IBKR not include Nigeria on the list of countries of residence for application purposes? |
Article |
KB68 |
How long does a Temporary Security Code last? |
Article |
KB69 |
How can I request for a replacement secure login device or temporary security code? |
Article |
KB70 |
Are there any qualification requirements in order to receive Portfolio Margining treatment on US securities positions and how does one request this form of margin? |
Article |
KB83 |
What positions are eligible for Portfolio Margining? |
Article |
KB84 |
What happens if the net liquidating equity in my Portfolio Margining account falls below USD 100,000? |
Article |
KB85 |
Why do certain cash deposit and withdrawal requests require that an instruction be created while others do not? |
Article |
KB86 |
Can I convert a long cash balance to a non-base currency or trade a position denominated in a non-base currency in my cash account? |
Article |
KB87 |
Why does IBKR place a hold on the funds deposited via check when my bank has already debited the funds from my account? |
Article |
KB88 |
Are there any particular risks that one should be aware of when using SSFs to either invest excess funds or borrow funds at available synthetic rates? |
Article |
KB91 |
Is a US Single Stock Future a security or commodity product? |
Article |
KB93 |
How are SSFs priced? |
Article |
KB94 |
Why does a long SSF typically trade at a premium to the underlying stock? |
Article |
KB95 |
Will a long SSF ever trade at a discount to the underlying stock? |
Article |
KB96 |
What is the exchange minimum margin requirement on SSF positions? |
Article |
KB97 |
How do advisors open client or sub accounts? |
Article |
KB119 |
How do I move my current IBKR account underneath an advisor account? |
Article |
KB134 |
Why can't I use the same email address on my client account that is on my advisor account? |
Article |
KB135 |
Can I upgrade my individual account to an advisor account? |
Article |
KB136 |
How do I change the fees which I charge my clients? |
Article |
KB137 |
Can an advisor client account trade for himself/herself? |
Article |
KB144 |
How do I convert my advisor client account to an Individual IB account? |
Article |
KB146 |
What do the colors in the Status column of my order lines mean? |
Article |
KB163 |
What do the different colors of text on the market data line mean? |
Article |
KB164 |
How, under the Windows operating system, do I create a screen shot to send to IBKR? |
Article |
KB183 |
How can I close my open positions in the event my Internet connection is disrupted? |
Article |
KB185 |
Are there commissions associated with option exercise or assignment? |
Article |
KB186 |
Trading permissions in an IRA account |
Article |
KB188 |