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Investor Category

The Investor Category page lets you answer a series of questions to determine if you qualify to trade a wider range of trading products than would be available to a standard investor. You see will this as a Pending Item on the Account Management home page until you complete the page.

The Investor Category page presents four different investment categories:

• Accredited Investor
• Qualified Purchaser
• Qualified Institutional Buyer
• Eligible Contract Participant

Each section contains questions that helps us determine whether you qualify to trade additional products. If you answer “Yes” in any section, the section expands with additional questions, which you must also answer.

Who can access the Investor Category page?

ALL account structures can access this page EXCEPT:

IB Canada customers, IB India customers, IBSJ customers, and all Non-Disclosed and Omnibus Broker Client accounts.

To use the Investor Category page

1. Click Manage Account > Account Information > Investor Category.

2. In each section, answer the question by clicking the Yes or No radio button.

If you answer yes, the section expands displays additional questions which vary based on your account structure and financial information.

3. Answer all questions in all sections by clicking the appropriate radio button.
4. Type your signature in the Signature field, then click Continue.