Trial accounts

  • How does a client account differ from a trial?

    Client accounts are funded accounts where real trades are executed on your behalf in your own brokerage account. To become an IB Asset Management client, you need to open a brokerage account with Interactive Brokers and fund it with at least US $5,000. Learn more about opening a client account and detailed differences between trial and client accounts.

  • Can I change my risk score?

    Yes. You can change your risk score at any time in your account settings.

  • If I upgrade will I lose my trial account?

    Yes. When your client account is set up and funded your trial account will be disabled. You can always open a new trial account using a different email address.

  • How do I close my account?

    To delete or disable your account, contact us.

  • What happens at the end of 30 days?

    Your trial account will be closed but you will be able to sign in to review your performance and upgrade to a client account.