We invite you to review our website to learn more about IBKR, find answers to the most frequently asked questions or contact us with any questions. Note that you will not be able to submit opening orders through your IBKR account until it’s been approved so it’s important to act prior to the transfer date. You will receive an email confirming completion and approval of your account typically within 1-2 business days after completing these steps.
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You will be prompted to confirm, update or complete any missing information and sign the customer agreement. You will be presented with your account information of record at Folio.Note that we will try to reuse your Folio user name, where possible, and, if you have multiple accounts, link a single user name to as many of those accounts as possible. We will provide you with a username and a single-use password that you will enter online and create a permanent password.Click here and enter your Folio account username, email address registered at Folio and your Social Security Number or Taxpayer ID.The steps for completing your account are as follows: If your account was transferred and you have not yet completed the account opening steps with IBKR, you will need to do so to access your account. Effective with the Januclose of business, the self-directed retail accounts of Folio Investments, Inc not closed or transferred to another broker prior to this date have been transferred to IBKR.
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