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Client Account Funding

Clients do not fund their own accounts. To fund client accounts, deposit all funds into the master account and then transfer them to the client accounts. Use the Funding > Fund Transfers page in Account Management to transfer funds from the Master account to a client account.

Deposits can be made in a number of ways, including Wire, Check, ACATS, etc. In order to prevent any delays in an account's funding, it is important that you complete the funding information portion of the application. If we do not receive your client funds in 45 days from approval, the account will automatically be closed.

Please note that during hold periods, funds may not be internally transferred. IB recommends funding the accounts directly.

For more information

• For detailed instructions on depositing funds, see the Depositing Funds topic in the Funding chapter of the Account Management Users’ Guide.
• For detailed instructions on depositing funds, see the Funding Reference on our website.