Updating Financial Information
Overview:
IBKR requires that clients provide through the application process financial information, including:
- Investment objectives and intended purpose of trading
- Investment experience (by product type)
- 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.
Background:
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.