CJ Jouhal
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An Entrepreneur that leverages technology to grow and enhance a business. A Technologist that understands business and entrpreneurship and makes technology facilitate the business model.

These are my ramblings about business, technology, startups and whatever else.

Interactive Brokers Client Agreement

Discretionary business authorization for clients of independent financial advisors under a 3-step structure of ib agreement and notifications (Zip archive) File: agreements_and_notices.zip size: 556362 bytes of documents can be sent both in the last step of the application (you can return to the page during the registration process by clicking on the link in the email confirmation letter) and in the form of annexes to the letter, Sent to newaccounts@interactivebrokers.com address. First of all, you need to go to the IB website in the section for opening a brokerage account on the following link: gdcdyn.interactivebrokers.com/Universal/servlet/Application.ApplicationSelector. . As an account type, we choose “Individual”, for the base currency we recommend “USD US”. (The base currency determines the form in which the value of the securities and the portfolio as a whole is displayed. The choice of base currency can be changed on request in the personal account settings). . . . At the end, click on the “Save and continue” button as before. As an identity card, we recommend that you indicate a passport, but other options are possible.

It is necessary to verify the indicated foreign status of the beneficiary for the US tax authorities, the identification data and the indication of the country of residence. . Handwritten documents are not accepted. The following file formats are acceptable: GIF, JPEG, JPG, JPE, TIF, TIFF, PNG, BMP, PDF, DOC, RTF. (All of these requirements and rules in English can be downloaded as additional materials). . . .

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