Account Configuration

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Customer Types

Depending on the customer's country of residency, an account will be assigned to IB LLC, IB CAD (Canada), IB UK (Europe), or IB (India) Pvt. Ltd.

Single Customer Types

Customer Type	Available Legal Vehicles	Available Account Structures	Explanation
Individual	LLC, CA, UK, India	• Individual, Joint, Trust, IRA • Friends and Family • Advisor¹ • Advisor Client¹ • Broker Client¹ • SIPP² • EmployeeTrack³	An account owned and utilized by a single trader or investor. A Single account can be linked to multiple Single or IRA accounts.
Joint	LLC, CA, UK	• Individual, Joint, Trust, IRA • Friends and Family • Advisor Client • Broker Client • EmployeeTrack³	An account owned and utilized by two individuals. Depending on the laws of your state of residence, there are three types of joint accounts: Tenants with Rights of Survivorship, Tenancy in Common, and Community Property.
Trust	LLC, CA	• Individual, Joint, Trust, IRA • Friends and Family • Advisor Client • Broker Client • EmployeeTrack³	An account in which the securities are registered in the name of the trust, while a trustee controls the management of the investments.
IRA	LLC	• Individual, Joint, Trust, IRA • Friends and Family • Advisor Client • Broker Client • EmployeeTrack³	Individual Retirement Account. We offer the following types of IRA accounts: • Traditional • Traditional Rollover • Traditional Inherited • Roth • Roth Inherited • Simplified Employee Pension (SEP) • Simplified Employee Pension (SEP) Inherited This account is only available for a US resident individual. An IRA account can be linked to multiple Individual or IRA accounts.
IRA Trust	LLC	• Advisor Client	An IRA account held at a designated Third Party Trustee. This account is only available as a client account for a U.S Advisor.

Organization Customer Types

Customer Type	Available Legal Vehicles	Available Account Structures	Explanation
Corporation	LLC, CA, UK	• Friends and Family • Small Business • Advisor • Advisor Client • Broker • Broker Client • Proprietary Trading Group • Fund • EmployeeTrack³	An account in the name of a corporation, managed on the corporation's behalf by the corporation's officers or authorized traders.
Partnership	LLC, CA, UK	• Friends and Family • Small Business • Advisor • Advisor Client • Broker • Broker Client • Proprietary Trading Group • Fund • EmployeeTrack³	An account in the name of a partnership, managed on the partnership's behalf by the partnership's officers or authorized traders.
Limited Liability Company	LLC	• Friends and Family • Small Business • Advisor • Advisor Client • Broker • Broker Client • Proprietary Trading Group • Fund • EmployeeTrack³	An account in the name of a limited liability company ("LLC"), managed on the LLC's behalf by its officers or authorized traders.
Unincorporated Business	LLC, UK	• Friends and Family • Small Business • Advisor • Advisor Client • Broker • Broker Client • Proprietary Trading Group • Fund • EmployeeTrack³	An account in the name of an unincorporated business, managed on the business' behalf by the business officers or authorized traders.

Not available to IB India Pvt. Ltd.
Only available to UK residents.
You are an employee of a company that participates in IB's EmployeeTrack program.

http://individuals.interactivebrokers.com/en/index.php?f=accountConfig&p=cust