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Title Typesort icon KB-ID
How Interest is Calculated Article KB39
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
Does IB accept third party deposits? Article KB63
How do I transfer my US securities positions from my current broker to IB? 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 IB 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 IB place a hold on the funds deposited via check when my bank has already debited the funds from my account? Article KB88
What is a single stock future EFP? Article KB89
Is there a benefit to using EFPs if one doesn’t have an existing long or short stock position to swap? Article KB90
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
What happens to a single stock future EFP at contract expiration? Article KB92
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 IB 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? 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