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Submitted URL: https://www.interactivebrokers.com/en/index.php?f=1560&ns=T
Effective URL: https://www.interactivebrokers.com/en/support/customer-service.php
Submission: On November 12 via api from OM — Scanned from DE
Effective URL: https://www.interactivebrokers.com/en/support/customer-service.php
Submission: On November 12 via api from OM — Scanned from DE
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Text Content
Economic and Climate Forecast Contracts Are Live - Client Login | View Markets | Learn More Content on this website is not regulated by the regulator in your location. Choose another country or region to see content specific to your location. 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By clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy. Customize Privacy Settings * Your Privacy * Strictly Necessary Cookies * Performance Cookies * Functional Cookies * Marketing Cookies * Cookie Policy Your Privacy When you visit any website it may use cookies and web beacons to store or retrieve information on your browser. This information might be about you, your preferences or your device and is typically used to make the website work as expected. The information does not usually directly identify you, but can provide a personalized browsing experience. Because we respect your right to privacy, you can choose not to allow some types of cookies and web beacons. Please click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience on our website and limit the services we can offer. Strictly Necessary Cookies Strictly necessary cookies are necessary for the website to function and cannot be switched off in our systems. They are typically set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. While you can set your browser to block or alert you about these cookies, some parts of the website will not work. These cookies do not store any personally identifiable information. Always Active Performance Cookies and Web Beacons Performance cookies and web beacons allow us to count visits and traffic sources so we can measure and improve website performance. They help us to know which pages are the most and least popular and see how visitors navigate around our website. All information these cookies and web beacons collect is aggregated and anonymous. If you do not allow these cookies and web beacons we will not know when you have visited our website and will not be able to monitor its performance. Yes No Active Functional Cookies Functional cookies enable our website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly. Yes No Active Marketing Cookies and Web Beacons Marketing Cookies and web beacons may be set through our website by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other websites. They do not directly store personal information, but uniquely identify your browser and internet device. If you do not allow these cookies and web beacons, you will experience less targeted advertising. Our website does not track users when they cross to third party websites, does not provide targeted advertising to them and therefore does not respond to "Do Not Track" signals. Yes No Active INTERACTIVE BROKERS GROUP COOKIE POLICY What are Cookies and Web Beacons? Cookies are pieces of data that a website transfers to a user's hard drive for record-keeping purposes. Web beacons are transparent pixel images that are used in collecting information about website usage, e-mail response and tracking. Generally, cookies may contain information about your Internet Protocol ("IP") addresses, the region or general location where your computer or device is accessing the internet, browser type, operating system and other usage information about the website or your usage of our services, including a history of the pages you view. How We Use Cookies and Web Beacons Interactive Brokers Group collects information from cookies and web beacons and stores it in an internal database. This information is retained in accordance with our Privacy Policy. This website uses the following cookies and web beacons: Strictly Necessary Cookies These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can configure your browser to block or alert you about these cookies, but certain areas of the site will not function properly. These cookies do not store any personal data. Performance Cookies and Web Beacons These cookies and web beacons allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information that these cookies and web beacons collect is aggregated and, therefore, anonymous. If you do not allow these cookies and web beacons our aggregated statistics will not have a record of your visit. The website uses Google Analytics, a web analytics service provided by Google, Inc. ("Google"). Google Analytics uses cookies to help analyse how you use this website. The information generated by the cookie about your use of this website (including your IP address) will be transmitted to and stored by Google on servers in the United States. Google will use this information for the purposes of evaluating your use of the website, compiling reports on website activity for website operators and providing other services relating to website activity and internet usage. Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google's behalf. Google will not associate your IP address with any other data held by Google. Functional Cookies These cookies enable the website to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly. Marketing Cookies and Web Beacons These cookies and web beacons may be set throughout our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant advertisements on other sites. They do not store personal information that could identify you directly, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies and web beacons, you will experience less targeted advertising. The website does not track users when they cross to third party websites, does not provide targeted advertising to them and therefore does not respond to Do Not Track ("DNT") signals. Managing Your Cookie Preferences You have many choices with regards to the management of cookies on your computer. All major browsers allow you to block or delete cookies from your system. However, if you do decide to disable cookies you may not be able to access some areas of our website or the website may function incorrectly. To learn more about your ability to manage cookies and web beacons and how to disable them, please consult the privacy features in your browser or visit www.allaboutcookies.org. This website may link through to third party websites which may also use cookies and web beacons over which we have no control. We recommend that you check the relevant third parties privacy policy for information about any cookies and web beacons that may be used. Customize Settings Save Custom Settings Reject All Cookies Accept Cookies CUSTOMER SERVICE SUPPORT RESOURCES or Browse all FAQs * Search FAQs * Phone * Chat * Email * Upload/Post * Tips for Best Service * Erroneous Trade Policy PHONE IBKR provides 24-hour customer service each business day via regional Client Services Centers located through-out America, Europe and Asia. While there's an agent always available to assist with your inquiries, answers can oftentimes be found quickest and without a phone call directly from IBKR's website and Knowledge Base. The list of Quick Tips below contains responses to the most common questions and answers to others can be found by entering keywords associated with your inquiry into the search engine above. -------------------------------------------------------------------------------- QUICK TIPS How to Deposit Funds Via a Wire Transfer How to check the status of funding transactions How to Submit a General Inquiry Web Ticket How to Deposit Funds Via an ACH Initiated by Interactive Brokers Introduction to the Trader Workstation IBKR Market Data Assistant How to Deposit Funds Via a Check An Introduction to Forex (FX) How to Transfer U.S. & Canadian Securities Positions Secure Login with IBKR Mobile Setting Communication Preferences -------------------------------------------------------------------------------- Select your local time zone from the drop-down list below to determine which Client Services Center is currently available to take your call. Calls received by a given Service Center outside local operating hours will be automatically routed to an available agent at another Service Center.1 US Eastern Standard Time (New York) US Central Time (Chicago) US Pacific Time (Los Angeles) Greenwich Mean Time (GMT) Western European Time (WET) Central European Time (CET) Eastern European Time (EET) Israel Standard Time (IST) Chile Time (CLT) India Standard Time (Calcutta) Hong Kong Time (HKT) China Standard Time (Beijing, Shanghai) Singapore Time (SGT) Japan Standard Time (Tokyo) Australia (Sydney, Melbourne) Gulf Standard Time (GST) Automatically detected timezone (Europe/Berlin) Calls to Interactive Brokers' Service Desks may be recorded for quality control purposes. Enter the numeric portion of your Account Number followed by # OR press # if you do not know your Account Number. Use the Menu Options in the table below to help navigate to the topic you are interested in. Location Number Hours of Operation2 Menu Options Australia +61 (2) 7251 0088 Direct dial 23:30 (Sun - Thu) - 09:00 (Mon - Fri) (Europe/Berlin) 1 Trade Related Issues 1/1 How to Use Platforms 1/2 Trade & Margin Issues 1/3 Closing Order Desk 2 Cash & Position Transfers 2/1 Deposits or Withdrawals 2/2 Position Transfers 3 General & Login Assistance 4 Security Device Assistance 5 Technical Issues Canada 1 (877) 745-4222 Toll-Free5 1 (514) 847-3499 Direct dial 14:00 - 23:30 (Mon - Fri) (Europe/Berlin) Canada (Vancouver) 1 (877) 745-4222 Toll-Free5 1 (604) 661-4300 Direct dial 17:00 (Mon - Fri) - 02:30 (Tue - Sat) (Europe/Berlin) China +86 (21) 6086 8586 Direct dial 02:00 - 11:00 (Mon - Fri) (Europe/Berlin) Europe 00800-42-276537 Toll-Free3,5 +41 41 562 0902 Direct dial 09:00 - 18:00 (Mon - Fri) (Europe/Berlin) Hong Kong +852-3107-8333 Direct dial 01:00 - 10:00 (Mon - Fri) (Europe/Berlin) Hungary +36 80 088 400 Toll-Free5 +36 1 701 0350 Direct Dial 09:00 - 18:00 (Mon - Fri) (Europe/Berlin) India +91 22 61289888 Direct dial +91 22 39696188 Direct dial 01:30 - 13:00 (Mon - Fri) (Europe/Berlin) Ireland +353 1 264 0643 Direct dial 09:00 - 18:00 (Mon - Fri) (Europe/Berlin) Japan +81 (3) 4590 0707 Direct dial +81 (3) 4590 0711 Direct dial (English) 00:30 - 09:30 (Mon - Fri) (Europe/Berlin) Russia 8-800-100-8556 Toll-Free4,5 +41 41 562 0823 Pyсский 08:00 - 17:00 (Mon - Fri) (Europe/Berlin) Saudi Arabia +966 800 850 1106 Direct dial 06:00 - 17:00 (Mon - Fri) (Europe/Berlin) Singapore +65 6990 5200 General 01:00 - 10:00 (Mon - Fri) (Europe/Berlin) UAE (Dubai) +971 8000 311 0143 Direct dial 06:00 - 17:00 (Mon - Fri) (Europe/Berlin) United Kingdom +44 20 3744 7220 Direct dial 09:00 - 18:00 (Mon - Fri) (Europe/Berlin) United States 1 (877) 442-2757 Toll-Free5 1 (312) 542-6901 Direct dial 14:00 (Mon - Fri) - 02:00 (Tue - Sat) (Europe/Berlin) 19:00 (Sun) - 01:00 (Mon) (Europe/Berlin) Notes: 1. IBKR operates a Global Client Services desk. When contacting client services, the representative assisting may be an employee of IBKR affiliate acting on behalf of the entity in which you hold your account. (For example, an IBLLC client may call the US service desk and be assisted by a representative of IBHK providing service on behalf of IBLLC). 2. Client support is not available on Saturday and has limited hours on Sunday. 3. Please note that the toll-free number may not be available in all locations. In the event you are unable to reach IBKR using the toll-free number listed above, please utilize the direct dial number. 4. The toll-free number is only accessible from Russia. 5. Calls originating outside of a toll-free number's region will incur international charges. FINRA BrokerCheck reports for Interactive Brokers and its investment professionals are available at www.finra.org/brokercheck CHAT IBKR offers online chat services to current clients. If you are an existing or recently approved client, chat is accessed via the "Support" menu option within our Client Portal accessible via the link below. Prospective clients may access help via the "I have a general inquiry" button below. I have a general inquiry I have an urgent inquiry about my account CHAT ROOM Sunday: 19:00 - Friday: 20:00 US Eastern Time FINRA BrokerCheck reports for Interactive Brokers and its investment professionals are available at www.finra.org/brokercheck EMAIL IMPORTANT NOTE Password, security device and account login issues can only be addressed by telephoning Client Services and require verification of the account holder's identity. Please do not submit security related requests such as this via email. Inbound communications sent via commercial E-mail are not supported due to security and spam concerns. Existing clients as well as clients in the application phase may submit formal inquiries via the Message Center located within Account Management or via the link below. Inquiries originating from either method will be responded to through the Message Center, however, communication preferences may be set to receive a response copy via email. Prospective clients may also submit formal inquiries via the link below and will receive a response via the email address provided. Formal inquiries submitted during standard hours of operation are generally responded to within 24 hours. Send an Inquiry UPLOAD/POST Applicants and current clients making changes to their accounts may be required to submit various supporting documents as evidence of their identity and/or address. Logging in to Client Portal and uploading the requested documents is the most efficient method, allowing for fastest processing and approval times. Regardless of chosen method, please make sure that your submitted documents are legible and easy to review. IB LLC (IBKR) Upload Documents You will be prompted to log in to Client Portal. Courier/Overnight: Interactive Brokers LLC: Document Processing 209 South LaSalle Street, 10th Floor, Chicago, IL 60604 USA Postal: Interactive Brokers LLC: Document Processing P.O. Box A3770, Chicago, IL 60690-3770 USA -------------------------------------------------------------------------------- IB CANADA Upload Documents You will be prompted to log in to Client Portal. Courier/Postal: Interactive Brokers Canada Inc. Attn: Doc Processing 1800 McGill College Avenue, Suite 2106, Montreal, Quebec H3A 3J6 Canada -------------------------------------------------------------------------------- IB UK Upload Documents You will be prompted to log in to Client Portal. Courier/Overnight/Postal: Interactive Brokers U.K. Limited Attn: Doc Processing 20 Fenchurch Street, Floor 12 London EC3M 3BY, United Kingdom -------------------------------------------------------------------------------- IB (INDIA) PVT. LTD. Upload Documents You will be prompted to log in to Client Portal. Courier/Postal: Interactive Brokers (India) Pvt. Ltd. 502/A, Times Square, Andheri Kurla Road Andheri East, Mumbai 400059 India -------------------------------------------------------------------------------- IB SECURITIES JAPAN, INC. Upload Documents You will be prompted to log in to Client Portal. Courier/Postal: New Accounts: Interactive Brokers Securities Japan, Inc Kasumigaseki Building 25F 2-5 Kasumigaseki 3-chome Chiyoda-ku, Tokyo, 100-6025 Japan -------------------------------------------------------------------------------- INTERACTIVE BROKERS HONG KONG LIMITED Upload Documents You will be prompted to log in to Client Portal. Courier/Overnight/Postal: Interactive Brokers Hong Kong Limited Attn: New Account Documentation Suite 1512 Two Pacific Place 88 Queensway, Admiralty, Hong Kong -------------------------------------------------------------------------------- INTERACTIVE BROKERS AUSTRALIA Upload Documents You will be prompted to log in to Client Portal. Courier: New Accounts: Interactive Brokers Australia Level 11, 175 Pitt Street Sydney, New South Wales 2000, Australia Postal: New Accounts: Interactive Brokers Australia PO Box R229 Royal Exchange NSW 1225 -------------------------------------------------------------------------------- INTERACTIVE BROKERS SINGAPORE PTE LTD Upload Documents You will be prompted to log in to Client Portal. Courier/Overnight/Postal: Interactive Brokers Singapore Pte Ltd Attn: New Account Documentation 8 Marina View #40-02A, Asia Square Tower 1 Singapore 018960 -------------------------------------------------------------------------------- IBKRFS Upload Documents You will be prompted to log in to Client Portal. Courier/Overnight/Postal: IBKR Financial Services AG Attn: Doc Processing Gubelstrasse 28, 6300 Zug, Switzerland -------------------------------------------------------------------------------- INTERACTIVE BROKERS IRELAND LIMITED Upload Documents You will be prompted to log in to Client Portal. Postal: Interactive Brokers Ireland Limited North Dock One, 91/92 North Wall Quay, Dublin 1 D01 H7V7, Ireland -------------------------------------------------------------------------------- INTERACTIVE BROKERS CENTRAL EUROPE Upload Documents You will be prompted to log in to Client Portal. Courier/Postal: Interactive Brokers Central Europe Zrt, Attn: Doc Processing Madách Imre út 13-14., Budapest, 1075, Hungary -------------------------------------------------------------------------------- TIPS FOR BEST SERVICE IBKR offers a variety of ways to get assistance and information including IBot, phone support, secure inquiry/trouble tickets, chat and email submitted through our website. While you can ask the same question using any of these channels, depending on the nature of your inquiry, you will get the best and most efficient service by using the methods recommended below FIND ANSWERS FASTER WITH IBOT AUTOMATED RESPONSE SYSTEM For the shortest response time, we suggest you start with IBot. Our natural language-based interface can quickly provide solutions to common issues, and offers "how to" help for popular areas of inquiry, like funds and banking, Client Portal, activity statements, account balances, order entry and much more. Click on the button below to open IBot, then simply type your question just as you would ask it, for example "how do I withdraw funds" or "what are the commissions for US stock orders." For urgent issues requiring human intervention - such as problems with an order or trade - please submit a phone inquiry. Ask IBot PHONE INQUIRIES Recommended where there is time sensitivity, for example, a problem with an order or trade. In general, IBKR will answer our phone lines within a minute. Funding/Banking inquiries usually take longer. We suggest Ticket or Chat instead of phone for the following areas: funding, tax, statements, dividend & corporate actions. INQUIRY/TROUBLE TICKET A new secure form system, enables a question to be sent from Account Management that is delivered directly to our main Customer Service database system. From here, the question is routed to the specialist or team within IBKR's Client Services that is certified in the particular area of inquiry. It is SMART routing for questions. You will get an immediate reference number for the ticket, and your question will be allocated to a service agent usually within 2 hours. Where possible, we will also provide an answer within this timeframe, but even if additional research is needed, you will know who is handling your case, and be able to track its progress. EMAIL Free format email communications are no longer supported due to the proliferation of spam, phishing, and other forms of fraudulent communications. If you do not already have an IBKR account, we kindly ask you submit your inquiry using the form available on our website: Click Here to Access the Form. IB-CHAT Our new chat service is accessible via Account Management. It is designed to connect you to the service specialist best qualified to answer your question. Because it is authenticated and uses secure communications, IBKR staff are able to provide account specific information in a secure manner. Web page content, conferencing, and feedback are all features of this new system; transcripts are available on demand. We particularly recommend IB-Chat for Funding/Banking and Account Application inquiries. Existing customers should take advantage of the secure inquiry/trouble ticket system accessible through the Message Center within Account Management. Existing customers may also submit inquiries using the form above, with the response being routed to their Message Center. Urgent or time sensitive questions should never be submitted via this form. -------------------------------------------------------------------------------- TRADING REQUESTS Trade Bust Requests Recommended Form of Contact: Phone Estimated Response Time: Under 30 Minutes Execution or Liquidation inquiries Recommended Form of Contact: Phone Estimated Response Time: Real-time Real-Time Margin/SMA inquiries Recommended Form of Contact: Phone Estimated Response Time: Real-time Review Positions, Order Status, or Order Routing problems Recommended Form of Contact: Phone Estimated Response Time: Real-time General Margin/SMA Questions Recommended Form of Contact: Ticket/Chat Estimated Response Time: Within 1 Day How to Enter Specialty Orders such as Combos, Bracket, Conditional Orders Recommended Form of Contact: Chat Estimated Response Time: Real-time -------------------------------------------------------------------------------- FUNDS & BANKING REQUESTS Wires and ACH Deposits and Withdrawal Questions Recommended Form of Contact: Ticket/Chat Estimated Response Time: Same Day ACAT/ATON problems Recommended Form of Contact: Ticket/Chat Estimated Response Time: Same Day Statements and Tax Forms questions (e.g. 1099) Recommended Form of Contact: Ticket/Chat Estimated Response Time: Within 1 Day IRA Contributions/Distributions Recommended Form of Contact: Ticket/Chat Estimated Response Time: Within 1 Day Credit/Debit Interest Recommended Form of Contact: Ticket/Chat Estimated Response Time: Within 1 Day Corporate Actions (Dividends, Mergers, Tenders, etc.) Recommended Form of Contact: Ticket/Email Estimated Response Time: Within 1 Day All other funding/banking questions Recommended Form of Contact: Ticket/Chat Estimated Response Time: Same Day -------------------------------------------------------------------------------- ALL OTHER TOPIC REQUESTS New Account Application questions Recommended Form of Contact: Chat/Ticket Estimated Response Time: Real-time Technical (login, java, TWS installation, etc) Recommended Form of Contact: Chat/Phone Estimated Response Time: Real-time Resetting Passwords (identity verification required) Recommended Form of Contact: Phone only Estimated Response Time: Real-time Problems with the Option Exercise Window Recommended Form of Contact: Phone/Chat Estimated Response Time: Real-time Market Data Subscription questions Recommended Form of Contact: Ticket/Chat Estimated Response Time: Same Day Website problems Recommended Form of Contact: Ticket Estimated Response Time: Same Day Account Upgrades and Trading Permissions Recommended Form of Contact: Ticket/Chat Estimated Response Time: Same Day Fee Inquiries, Commissions, Cancellation fees, Market Data Charges Recommended Form of Contact: Ticket/Email Estimated Response Time: Within 1 Day Basic Order Entry, Order Types, and Symbol Entry inquiries Recommended Form of Contact: Chat/Ticket Estimated Response Time: Within 1 Day (this information is also readily available on the IBKR website) Pattern Day Trading inquiries Recommended Form of Contact: Ticket/Email Estimated Response Time: Same Day All other inquiries Recommended Form of Contact: Ticket/Chat/Email Estimated Response Time: Within 1 Day ADDITIONAL RESOURCES -------------------------------------------------------------------------------- Contract Information find out symbols, exchanges, quoting rules, and a whole database of information about the instruments available through the IBKR Trading platform. IB Trader Workstation Tutorial an introduction to basic TWS concepts. TWS Quickstart Reference Guide covers basic usage to get started quickly. TWS Users Guide complete users guide, particularly useful for learning how to use the advanced features of the TWS. TWS Live Demo see the TWS in action! IBKR'S BUST POLICY AND PROCEDURES LIMITATION OF LIABILITY IBKR WILL NOT ACCEPT ANY LIABILITY FOR RECEIPT OR PROCESSING OF ANY REQUESTS FOR A TRADE CANCELLATION ("BUST") SUBMITTED BY CUSTOMER. NOR WILL IBKR ACCEPT ANY LIABILITY FOR ANY TRADE CANCELLATION REQUEST THAT IS SUBMITTED TO AND SUBSEQUENTLY DENIED BY THE RELEVANT MARKET CENTER. MARKET CENTERS SET SPECIFIC REQUIREMENTS FOR TRADE CANCELLATION REQUESTS, WHICH INCLUDE, AMONG OTHER THINGS, SPECIFIC REQUIREMENTS REGARDING THE TRADES THAT ARE ELIGIBLE FOR CANCELLATION AS WELL AS FIXED TIME LIMITS WITHIN WHICH A REQUEST FOR TRADE CANCELLATION MUST BE SUBMITTED. IBKR WILL ATTEMPT, ON A BEST EFFORTS BASIS, TO ANALYZE AND FORWARD APPROPRIATE REQUESTS FOR TRADE CANCELLATION TO THE RELEVANT MARKET CENTER. IBKR CANNOT, HOWEVER, GUARANTEE THAT EVERY REQUEST FOR A TRADE CANCELLATION WILL BE ACCEPTED, SUBMITTED TO, REVIEWED BY OR GRANTED BY THE RELEVANT MARKET CENTER. IBKR WILL NOT COMPENSATE CUSTOMER FOR ANY TRADE CANCELLATION REQUESTS THAT ARE NOT ACCEPTED BY IBKR OR THE RELEVANT MARKET CENTER. * Notification Procedures * Trade Cancellation/Bust Fees * Cancellation Requests Where IBKR Customers are on Both Sides of the Trade * Trade Cancellation Guidelines for Forex / Metals Trades * Trade Cancellation/Adjustment Policy for Bonds -------------------------------------------------------------------------------- NOTIFICATION PROCEDURES Customers who receive an execution which they believe to be clearly erroneous1 and who wish to have IBKR petition the exchange or market center to have the trade cancelled on their behalf are strongly encouraged to submit their request using the Trade Cancellation Request tool located within Account Management. While requests received via telephone will also be processed, such requests may involve connection wait times and entail information collection on the part of IBKR which, in the aggregate, may lessen the likelihood that the petition is submitted in time. Please note that IBKR does not support free format email communications and requests sent through the Help & Contacts link on the website are not intended for matters of urgency. -------------------------------------------------------------------------------- TRADE CANCELLATION/BUST FEES Exchanges and market centers often impose a fee for trade cancellation requests in addition to fees charged by IBKR. Customers are also encouraged to familiarize themselves with all fees associated with cancellation requests prior to initiating a request. -------------------------------------------------------------------------------- CANCELLATION REQUESTS WHERE IBKR CUSTOMERS ARE ON BOTH SIDES OF THE TRADE As exchanges and market centers generally opt not to rule on cancellation requests involving customers of the same brokerage firm, IBKR will, when appropriate, apply the transacting venue's policy to such requests. Given the highly subjective and varied nature of these policies, IBKR has adopted the policy below in order to provide a level of certainty and predictability for our customers. IBKR will make a determination only when the transacting exchange or market center refuses to rule on a trade and will abide by the trade cancellation policies of such organization whenever possible. Please consult the website of the respective exchange or market center for specific trade cancellation policies. Decisions involving trades not specifically defined in the respective organization's trade cancellation policy will be made on a case by case basis and if a clear policy for a specific execution in question does not exist, IBKR will evaluate a range of data including, but not necessarily limited to, the considerations outlined below. We will review all information considered to be relevant in determining the nature of a fair and orderly market and on those grounds, we will make a decision on a specific execution on a best efforts basis: * Timeliness of Notification: Requests for trade cancellations must be made within the time limits set by the relevant venue preferably via the Trade Cancellation Request tool. * Company or industry specific news/events. * Recent volatility of stock. * Change in broad market indicators at time of execution. * We will consider the length of time the order was live before execution. IBKR may be more inclined to break a trade if the order hits/lifts an existing bid/ask and less inclined to break if the order becomes the best bid/ask before execution. * Time of order submission and subsequent execution. (Pre/Post market vs. during the Trading Day). * Opening indication. * Adjacent transaction reports or indications. For example, Previous Day's Close Previous reported trade price, subsequent reported trade price Last Prints. * Next consecutive prints. * Liquidity issues. The guidelines outlined above are designed to provide a level of protection for our customers. However, no policy can anticipate every conceivable situation. IBKR reserves the right to make determinations in the interest of maintaining a fair and orderly market. -------------------------------------------------------------------------------- TRADE CANCELLATION GUIDELINES FOR FOREX / METALS TRADES IBKR will generally consider cancellation or a price adjustment for any off-market Forex / Metals trade, including any execution that deviates from the pricing of a fair and orderly market. As a practical matter, trades deviating by less than 15 bps (0.15%) or whose PnL due to a mispriced execution is less than USD 100 will not be adjusted. Trades exceeding these indicative limits may or may not be canceled. The determination will be based on various conditions, including market volatility and liquidity, trade size, price deviation, and timeliness of reporting the erroneous transaction to IBKR. Requests for trade cancellations must be received within a reasonable timeframe following execution and communicated preferably via the Trade Cancellation Request tool. IBKR will maintain sole discretion for determining the reasonableness of the reporting timeframe, taking into consideration the circumstances surrounding the trade in question. In the event that a trade meets the price guidelines for cancellation but there is a delay in reporting/requesting the cancellation, IBKR may deny the request for cancellation or may apply other algorithms to determine a price adjustment, for example, taking into account the trading range of the instrument in the time interval from execution to cancellation request. -------------------------------------------------------------------------------- TRADE CANCELLATION/ADJUSTMENT POLICY FOR BONDS In the event that a transaction is deemed to be clearly erroneous, as determined solely by Interactive Brokers, IBKR reserves the right to modify, cancel or correct the transaction. For this purpose, a "clearly erroneous transaction" is defined as the execution of an order: (i) at a price that was substantially away from or inconsistent with, the market for that security at the time of execution, and/or (ii) on terms (e.g., symbol, quantity, or price) that would reasonably appear to be entered in error under the given circumstances. For all such trades, a participant in the transaction ("Participant") must notify IBKR within thirty (30) minutes of the execution of the trade by using the Trade Cancellation Request tool located within Account Management. While requests received via telephone will also be processed, such requests may involve wait times which, in the aggregate, may lessen the likelihood that the petition is submitted in time. Please note that IBKR does not support email communications for this purpose and requests sent through the Help & Contacts link on the website are not intended for matters of urgency. IBKR reserves the right to initiate a review of a transaction, regardless of whether a Participant request has been received, if IBKR determines, in its sole discretion, that circumstances warrant such a review. The guidelines outlined above are designed to provide a level of protection for our customers; however no policy can anticipate every situation. Each request will be considered on a case-by-case basis and such requests will be resolved promptly. IBKR reserves the right to make final determinations in the interest of maintaining a fair and orderly market. DISCLOSURES 1. Generally interpreted as the execution of an order at a price substantially away from the prevailing market price Interactive Brokers ®, IBSM, InteractiveBrokers.com ®, Interactive Analytics ®, IB Options AnalyticsSM, IB SmartRoutingSM, PortfolioAnalyst ®, IB Trader WorkstationSM and One World, One AccountSM are service marks and/or trademarks of Interactive Brokers LLC. Supporting documentation for any claims and statistical information will be provided upon request. Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations. The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options involve risk and are not suitable for all investors. For more information read the Characteristics and Risks of Standardized Options, also known as the options disclosure document (ODD). Alternatively, please contact IB Customer Service to receive a copy of the ODD. Before trading, clients must read the relevant risk disclosure statements on our Warnings and Disclosures page. Trading on margin is only for experienced investors with high risk tolerance. You may lose more than your initial investment. For additional information about rates on margin loans, please see Margin Loan Rates. Security futures involve a high degree of risk and are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading security futures, read the Security Futures Risk Disclosure Statement. Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. Before trading, please read the Risk Warning and Disclosure Statement. For information on the IBKR ATS, please visit the SEC site. 34 countries include both countries and territories. Account * Log In * Open an Account * Finish an Application * Account Types * Free Trial Software & Downloads * Trader Workstation * IBKR Desktop * IBKR Mobile * APIs Support * Fund Your Account * For Individuals * For Institutions * Institutional Sales Contacts * Browse our FAQs * System Status Vendor Support * Supplier Information About Us * Awards * Careers * Information and History * Investor Relations * News @ IBKR * Press and Media * Regulatory Reports Follow Us on Social Media * Facebook * Instagram * LinkedIn * Twitter * YouTube * Accessibility Policy * Anti-Fraud Notice * Customer Identification Program Notice * Customer Relationship Summary * Warning on Frauds and Scams * Forms and Disclosures * Privacy * Site Map Interactive Brokers LLC Is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. Headquarters: One Pickwick Plaza, Greenwich, CT 06830 USA Website: www.interactivebrokers.com Information on Other Interactive Brokers Affiliates Interactive Brokers Canada Inc. Is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Registered Office: 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada. Website: www.interactivebrokers.ca Interactive Brokers (U.K.) Limited Is authorised and regulated by the Financial Conduct Authority. FCA register entry number 208159. Incorporated in England & Wales under company number 03958476. [https://www.fca.org.uk/firms/financial-services-register] Registered Office: 20 Fenchurch Street, Floor 12, London EC3M 3BY. Website: www.interactivebrokers.co.uk Interactive Brokers Ireland Limited Is regulated by the Central Bank of Ireland (CBI, reference number C423427), registered with the Companies Registration Office (CRO, registration number 657406), and is a member of the Irish Investor Compensation Scheme (ICS). Registered Office: North Dock One, 91/92 North Wall Quay, Dublin 1 D01 H7V7, Ireland. Website: www.interactivebrokers.ie Interactive Brokers Australia Pty. Ltd. ABN 98 166 929 568 is licensed and regulated by the Australian Securities and Investments Commission (AFSL: 453554) and is a participant of ASX, ASX 24 and Cboe Australia. Registered Office: Level 11, 175 Pitt Street, Sydney, New South Wales 2000, Australia. Website: www.interactivebrokers.com.au Interactive Brokers Hong Kong Limited Is regulated by the Hong Kong Securities and Futures Commission, and is a member of the SEHK and the HKFE. Registered Office: Suite 1512, Two Pacific Place, 88 Queensway, Admiralty, Hong Kong SAR. Website: www.interactivebrokers.com.hk Interactive Brokers India Pvt. Ltd. Is a trading member of NSE, BSE, and depository participant of NSDL. SEBI Registration No. INZ000217730; NSDL: IN-DP-602-2021. CIN-U67120MH2007FTC170004. Registered Office: 502/A, Times Square, Andheri Kurla Road, Andheri East, Mumbai 400059, India. Phone: +91-22-61289888 | Fax: +91-22-61289898. Website: www.interactivebrokers.co.in Interactive Brokers Securities Japan Inc. Is regulated by Kanto Local Finance Bureau (Registration No.187) and is a member of Japan Securities Dealers Association and The Commodity Futures Association of Japan. Registered Office: Kasumigaseki Building 25F, 2-5 Kasumigaseki 3-chome, Chiyoda-ku, Tokyo, 100-6025 Japan. Phone: +81 03-4590-0711 (On business days from 8:30-17:30 JST). Website: www.interactivebrokers.co.jp Interactive Brokers Singapore Pte. Ltd. Is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS100917). Registered Office: #40-02A, Asia Square Tower 1, 8 Marina View, Singapore 018960. Website: www.interactivebrokers.com.sg SHARE × EMAIL To: From: Subject: URL: www.interactivebrokers.com/en/index.php?f= Close Send To Top