Client Service Forms

Forms and Disclosures

Forms and Disclosures

Client Service Forms

Forms

Charitable Gift Transfer
April 5, 2018		 Link
Corporate Resolution
April 9, 2014		 Link
Customer Inquiries and Complaints
March 5, 2004		 Link
Interactive Brokers Australia Pty Ltd Certified Copy Certificate – Identification for Individuals
June 1, 2017		 Link
Interactive Brokers Canada Inc. Limited Power of Attorney – Trading Authorization (Individual Accounts)
August 11, 2021		 Link
Interactive Brokers Canada Inc. Limited Power of Attorney – Trading Authorization (Organizational Accounts)
August 11, 2021		 Link
IRA Beneficiary Designation
September 7, 2021		 Link
IRA Qualified Charitable Distribution
January 23, 2017		 Link
IRA Transfer/Rollover Form
September 28, 2022		 Download
Partnership Resolution
October 20, 2008		 Link
Special Position Liquidation Agreement
February 14, 2020		 Download
Summary – IB UK Complaints Handling
October 21, 2021		 Link

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport