Customer Service


Contact Info

To get the best and most effective service from IB, we recommend the following Guidelines

Send an Inquiry to IB Customer Service
Staffed Sunday 16:00 - Friday 20:00 Eastern Time

to send an inquiry.

 

Contact IB via Chat
Current Customers: Please use our new authenticated chat service available through Account Management. For security reasons, any inquiries relating specifically to your account can only be answered via the Account Management chat. Topic Rooms are available for:
General Inquiries: Sunday 16:00 – Friday 20:00 EST
(Chat is not available between 19:30 – 20:30 EST Monday to Thursday)
(Live chats are not available on Sundays, please call or submit a webticket for assistance)
Funds & Banking: Monday – Friday, 09:00 – 20:00 EST
Technical Assistance: Monday – Friday, 08:00 – 18:00 EST
(Live chats are not available on Sundays, please call or submit a webticket for assistance)
German Language: Montag - Freitag, 9:00 – 17:30 CET

 

Contact IB via Telephone
IB offers 24-hour customer service via our different customer service locations in America, Europe and Asia. Please find below a list of countries where we offer toll free customer service. All other countries please use one of the direct dial customer service numbers.
ALL CALLS TO INTERACTIVE BROKERS SERVICE DESKS ARE RECORDED

North America
United States
  Number Service Hours of Operation
  1 (877) 442-2757 or 1 (877) 4IB-BRKR Toll free customer service within the United States (recorded line) 09:00 - 20:00 Eastern Time Monday-Friday(1)
Condensed Services(4): 13:00 – 19:00 Eastern Time Sunday
  1 (312) 542-6901(6) Direct dial customer service (recorded line)
  1 (877) 442-2757 Option 6, and then Option 3 Secure Transaction Program (recorded line)
  1 (312) 984-1019 Fax
Canada
  Number Service Hours of Operation
  1 (877) 745-4222 Toll free Customer Service within Canada (recorded line) 08:00 - 17:30 Eastern Time(1)
  1 (514) 847-3499(6) Direct Dial Customer Service (recorded line)
  1 (514) 287-0152 Fax
Europe
France • Germany • Italy • Netherlands • Spain • Switzerland • UK
  Number Service Hours of Operation
  00800-IB-BROKER or 00800-42-276537(2) Toll free customer service 08:00 - 20:00 - Central European Time(3)
  +41-41-726-9500 Direct dial customer service
  +41-41-726-9599 Fax
Asia-Pacific
Hong Kong
  Number Service Hours of Operation
  +852-2156-7907(5) Direct dial customer service 08:00-17:00 Hong Kong Time(3), (7)
  +852-2509-4102 Fax
Australia
  Number Service Hours of Operation
  +61 (2) 8093 7300 Direct dial customer service (recorded line) 10:00 - 19:00 Australian Eastern Standard Time(3)
India
  Number Service Hours of Operation
  +91 22 61289888 Direct dial customer service 08:00 - 19:00 Indian Standard Time(3)
China
  Number Service Hours of Operation
  +86 (21) 6086 8586(6) Direct dial customer service 09:00 – 18:00 China Standard Time(3)

Guidelines
Customer Service Coverage
Please be aware that your communications with Customer Service may be recorded.
Customer Service may answer questions on these topics:
  • Use of the Trader Workstation.
  • Routing of orders.
  • Pending orders.
  • Connection issues.
Customer Service is unable to:
  • Answer questions about market conditions, investments or taxes.
  • Answer questions about the appropriateness of any trade.
  • Negotiate commissions, fees or margin requirements.
  • Alter contract terms and specifications.
  • Waive IB obligations or customer obligations.
Notes:

  • [1] The Technical Assistance Center (TAC) for software issues is available through the main telephone number from 08:00 to 17:00 Eastern Time.
  • [2] This is a special international toll free number. Please use the exact number as shown.
  • [3] All times are local. Please make appropriate adjustments for summer/winter hours in your time zone.
  • [4] Please note that Sunday Customer Service operations are limited in scope and response times may vary in comparison to those of standard weekday operations. Sunday staffing is primarily intended to support new account and funding inquiries and inquiries regarding trade activity and/or technical matters are best addressed during regular weekday hours.
  • [5] Interactive Brokers provides Mandarin support for the Hong Kong and Chinese Office during 08:00 – 18:00 China Standard Time.
  • [6] Interactive Brokers provides Mandarin support for the US and Canadian Office during 21:00 – 06:00 China Standard Time.
  • [7] The office is open from 20:00 during US Daylight Savings Time (approximately March to October inclusive)
Tips Best Service

IB offers a variety of ways to get assistance and information including phone support, email, and chat. While you can ask the same question using any of these channels, depending on the nature of your inquiry, you will get the best and most efficient service by using the methods recommended below.

Phone inquiries: recommended where there is time sensitivity, for example, a problem with an order or trade. In general, IB will answer our phone lines within a minute. Funding/Banking inquiries usually take longer. We suggest Ticket or Chat instead of phone for the following areas: funding, tax, statements, dividend & corporate actions

Inquiry/Trouble Ticket: a new secure form system, enables a question to be sent from Account Management that is delivered directly to our main Customer Service database system. From here, the question is routed to the specialist or team within IB’s Customer Service that is certified in the particular area of inquiry. It is SMART routing for questions.
You will get an immediate reference number for the ticket, and your question will be allocated to a service agent usually within 2 hours. Where possible, we will also provide an answer within this timeframe, but even if additional research is needed, you will know who is handling your case, and be able to track its progress.

IB-Chat: our new chat service is accessible via Account Management. It is designed to connect you to the service specialist best qualified to answer your question. Because it is authenticated and uses secure communications, IB staff are able to provide account specific information in a secure manner. Web page content, conferencing, and feedback are all features of this new system; transcripts are available on demand. We particularly recommend IB-Chat for Funding/Banking and Account Application inquiries.

Email: Free format email communications are no longer supported due to the proliferation of spam, phishing, and other forms of fraudulent communications. If you do not already have an IB account, we kindly ask you submit your inquiry using the form available on our website: http://www.interactivebrokers.com/en/general/contact/newContact/contact.php.

Existing customers should take advantage of the secure inquiry/trouble ticket system accessible through the Message Center within Account Management. Existing customers may also submit inquiries using the form above, with the response being routed to their Message Center. Urgent or time sensitive questions should never be submitted via this form.

Type of Request Recommended Form of Contact Response Time (estimated)
Trading
Trade Bust requests Phone under 30 minutes
Execution or Liquidation inquiries Phone real-time
Real-Time Margin/SMA inquiries Phone real-time
Review Positions, Order Status, or Order Routing problems Phone real-time
General Margin/SMA Questions Ticket/Chat within 1 day
How to Enter Specialty Orders such as Combos, Bracket, Conditional Orders Chat real-time
Funds & Banking
Wires and ACH Deposits and Withdrawal Questions Ticket/Chat same day
ACAT/ATON problems Ticket/Chat same day
Statements and Tax Forms questions (e.g. 1099) Ticket/Chat within 1 day
IRA Contributions/Distributions Ticket/Chat within 1 day
Credit/Debit Interest Ticket/Email within 1 day
Corporate Actions (Dividends, Mergers, Tenders, etc.) Ticket/Chat within 1 day
All other funding/banking questions Ticket/Email same day
All Other Topics
New Account Application questions Chat/Ticket real-time
Technical (login, java, TWS installation, etc) Chat/Phone real-time
Resetting Passwords (identity verification required) Phone only real-time
Problems with the Option Exercise Window Phone/Chat real-time
Market Data Subscription questions Ticket/Chat same day
Website problems Ticket same day
Account Upgrades and Trading Permissions Ticket/Chat same day
Fee Inquiries, Commissions, Cancellation fees, Market Data Charges Ticket/Email within 1 day
Basic Order Entry, Order Types, Symbol Entry, and Web Trader inquiries Chat/Ticket within 1 day (this information is also readily available on the IB website).
Pattern Day Trading inquiries Ticket/Chat same day
All other inquiries Ticket/Chat/Email within 1 day
Additional resources that you might find helpful:
Mailing Info

A minority of prospective Interactive Brokers Customers are sometimes required to send paper documentation. If you are in this minority you will be notified during the application process or by email.

Instructions for Sending Documents to IBLLC-US
Required account application documents may be submitted using any of the following methods:
Scan and Email
(This is the fastest method)
newaccounts@interactivebrokers.com

Please note: The scanning and emailing option is typically the most efficient method, and will make account review quicker. Please be aware of the following guidelines and limitations when sending us e-mails or scanned document attachments.

  • Please send emails as text rather than HTML format. If possible, users of Microsoft Outlook emailer should disable RFT (rich-text format) encoding.
  • Only the following attachment types are accepted: .gif .tiff .tif .jpeg .jpg .png .bmp .pdf.
  • Please limit the size of attachment to 10MB.
  • Please limit the size of e-mail text to 2,000 characters. Emails longer than that will be truncated.
Courier/Overnight Service Interactive Brokers LLC
Document Processing
209 South LaSalle Street
10th Floor
Chicago, IL 60604


If sending a check:
To avoid processing delays do not include check deposits along with your application documents. Checks should be made payable to Interactive Brokers LLC and mailed to the following address:


Interactive Brokers LLC
8 Greenwich Office Park
Greenwich, CT 06831-0504
Attn: IBCD
Fax (312) 984-1017

Please note: Scanning and emailing required documents or sending documents by Courier/Overnight service are the best methods of sending documents. If you prefer to send documents via fax, please observe the following guidelines:

  • Please enlarge documents to at least 125% of the normal size (up to 3/4 page-size) so we can read the document.
  • Please lighten the documents by one or two increments when copying or faxing.


As a general rule, before faxing, please make sure that all text is large and clear, and legible.
Mail
(Please allow extra time for processing)
Interactive Brokers LLC
Document Processing
P.O. Box A3770
Chicago, IL 60690-3770
IB UK (European Customers)
E-mail newaccounts.uk@interactivebrokers.co.uk
Courier/Overnight Service Interactive Brokers (U.K.) Limited
Attn: Document Processing
Gotthardstrasse 3
6301 Zug
Switzerland
+41-41-726-9500

Note: Please do not send original documents.
Fax +41-41-726-9599
Mail Interactive Brokers (U.K.) Limited
Attn: Document Processing
P.O. Box 254
6301 Zug
Switzerland

Note: Please do not send original documents.
IB Canada (Canadian Customers)
Mail/Courier Interactive Brokers Canada Inc.
Attn: Document Processing
1800 McGill College Avenue, Suite 2106,
Montreal, Quebec, H3A 3J6
Tel: 1 (877) 745-4222
IB (India) Pvt. Ltd. (Indian Customers)
Mail/Courier Interactive Brokers (India) Pvt. Ltd.

A-605, Dynasty Business Park,
151 Andheri Kurla Road, Andheri East
Mumbai 400059 , India
Tel : +91-22-40261013/16
Interactive Brokers Securities Japan, Inc (Japanese Customers)
Required account application documents may be submitted using any of the following methods.
Mail/Courier New Accounts
Interactive Brokers Securities Japan, Inc
4th Floor Tekko Kaikan 3-2-10
Nihonbashi Kayabacho
Chuo-Ku
Tokyo 103-0025
Fax +81-3-5645-3084
E-mail newaccountsjp@interactivebrokers.com

 

IB's Bust Policy and Procedures

Limitation of Liability

IB WILL NOT ACCEPT ANY LIABILITY FOR RECEIPT OR PROCESSING OF ANY REQUESTS FOR A TRADE CANCELLATION (“BUST”) SUBMITTED BY CUSTOMER. NOR WILL IB ACCEPT ANY LIABILITY FOR ANY TRADE CANCELLATION REQUEST THAT IS SUBMITTED TO AND SUBSEQUENTLY DENIED BY THE RELEVANT MARKET CENTER. MARKET CENTERS SET SPECIFIC REQUIREMENTS FOR TRADE CANCELLATION REQUESTS, WHICH INCLUDE, AMONG OTHER THINGS, SPECIFIC REQUIREMENTS REGARDING THE TRADES THAT ARE ELIGIBLE FOR CANCELLATION AS WELL AS FIXED TIME LIMITS WITHIN WHICH A REQUEST FOR TRADE CANCELLATION MUST BE SUBMITTED. IB WILL ATTEMPT, ON A BEST EFFORTS BASIS, TO ANALYZE AND FORWARD APPROPRIATE REQUESTS FOR TRADE CANCELLATION TO THE RELEVANT MARKET CENTER. IB CANNOT, HOWEVER, GUARANTEE THAT EVERY REQUEST FOR A TRADE CANCELLATION WILL BE ACCEPTED, SUBMITTED TO, REVIEWED BY OR GRANTED BY THE RELEVANT MARKET CENTER. IB WILL NOT COMPENSATE CUSTOMER FOR ANY TRADE CANCELLATION REQUESTS THAT ARE NOT ACCEPTED BY IB OR THE RELEVANT MARKET CENTER.

Notification Procedures

Customers who receive an execution which they believe to be clearly erroneous1 and who wish to have IB petition the exchange or market center to have the trade cancelled on their behalf are strongly encouraged to submit their request using the Trade Cancellation Request tool located within Account Management. While requests received via telephone will also be processed, such requests may involve connection wait times and entail information collection on the part of IB which, in the aggregate, may lessen the likelihood that the petition is submitted in time. Please note that IB does not support free format email communications and requests sent through the Help & Contacts link on the website are not intended for matters of urgency.

Trade Cancellation/Bust Fees

Exchanges and market centers often impose a fee for trade cancellation requests in addition to fees charged by IB. Customers are also encouraged to familiarize themselves with all fees associated with cancellation requests prior to initiating a request.

Cancellation Requests Where IB Customers are on Both Sides of the Trade

As exchanges and market centers generally opt not to rule on cancellation requests involving customers of the same brokerage firm, IB will, when appropriate, apply the transacting venue’s policy to such requests. Given the highly subjective and varied nature of these policies, IB has adopted the policy below in order to provide a level of certainty and predictability for our customers.

IB will make a determination only when the transacting exchange or market center refuses to rule on a trade and will abide by the trade cancellation policies of such organization whenever possible. Please consult the website of the respective exchange or market center for specific trade cancellation policies. Decisions involving trades not specifically defined in the respective organization’s trade cancellation policy will be made on a case by case basis and if a clear policy for a specific execution in question does not exist, IB will evaluate a range of data including, but not necessarily limited to, the considerations outlined below. We will review all information considered to be relevant in determining the nature of a fair and orderly market and on those grounds, we will make a decision on a specific execution on a best efforts basis:

  • Timeliness of Notification: Requests for trade cancellations must be made within the time limits set by the relevant venue preferably via the Trade Cancellation Request tool.

  • Company or industry specific news/events.

  • Recent volatility of stock.

  • Change in broad market indicators at time of execution.

  • We will consider the length of time the order was live before execution. IB may be more inclined to break a trade if the order hits/lifts an existing bid/ask and less inclined to break if the order becomes the best bid/ask before execution.

  • Time of order submission and subsequent execution. (Pre/Post market vs. during the Trading Day).

  • Opening indication.

  • Adjacent transaction reports or indications. For example, Previous Day’s Close Previous reported trade price, subsequent reported trade price Last Prints.

  • Next consecutive prints.

  • Liquidity issues.

The guidelines outlined above are designed to provide a level of protection for our customers. However, no policy can anticipate every conceivable situation. IB reserves the right to make determinations in the interest of maintaining a fair and orderly market.

Trade Cancellation Guidelines for Forex Trades

IB will generally consider cancellation or price adjustment for any Forex trade which is executed greater than ½% away from the fair market value at the time of the execution. Requests for trade cancellations must be received within a reasonable timeframe following execution and communicated preferably via the Trade Cancellation Request tool. IB will maintain sole discretion for determining the reasonableness of the reporting timeframe, taking into consideration the circumstances surrounding the trade in question. In the event that a trade meets the price guidelines for cancellation but there is a delay in reporting/requesting the cancellation, IB may deny the request for cancellation or may apply other algorithms to determine a price adjustment, for example, taking into account the trading range of the instrument in the time interval from execution to cancellation request.

Note:
  • 1Generally interpreted as the execution of an order at a price substantially away from the prevailing market price