Brokerage Resources
Manage brokerage account to:
- Make a deposit, withdrawal or account transfer
- Generate activity statements
- Get 1099 tax info
- Update personal information
The following links are provided by our clearing firm to help you with common tasks:
How to Fund Your Account
- IB Funding reference
- How to deposit funds via ACH
- ACATS Transfers
- How to deposit funds via a check or wire transfer
Transferring funds internally between accounts - (Initial funding of new unfunded accounts via internal transfer, please contact support)
Transferring positions internally between accounts - (Initial positions transfer of new unfunded accounts via internal transfer, please contact support)
- Withdrawing Funds
Helpful Links
- Client Portal Users' Guide
- Move your current Interactive Brokers account to TC2000 Brokerage
- Overview of Pattern Day Trading ("PDT") rules
- Why was I liquidated?
- Margin reference (Introduction to Margin)
- Settlement time
- U.S. Securities with Special Margin Requirements
- IRA Trading permissions
- Understanding IB Margin
- Upgrade account from Cash to Margin
- IB Documentation index
- IB Trade Desk
Alternative Trading Platforms Provided by Clearing Firm
These platforms will not work with your regular TC2000 email & password. They require you to use the your username & password associated with each individual brokerage account.
IBKR Mobile - iPhone | iPad | Android Phone | Android Tablet
- Trader Workstation (TWS) by IB
- WebTrader by IB