![Page 1: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/1.jpg)
![Page 2: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/2.jpg)
Account Management QuickStart
January 2016
© 2016 Interactive Brokers LLC. All Rights Reserved
Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recom-mendation.
![Page 3: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/3.jpg)
IntroductionThis QuickStart Guide is designed to get you up and running quickly using Interactive Brokers' Account Managementsystem.
For complete details on how to use all of the features and functions in Account Management, see our Account Man-agement Users' Guide.
Account Management QuickStart 3
![Page 4: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/4.jpg)
Log into Account Management
Account Management QuickStart 4
![Page 5: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/5.jpg)
Account Management Home Page
Account Management QuickStart 5
![Page 6: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/6.jpg)
Use the Menus
Account Management QuickStart 6
![Page 7: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/7.jpg)
Activate Your Security Device
Account Management QuickStart 7
![Page 8: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/8.jpg)
Apply for a Paper Trading Account
Account Management QuickStart 8
![Page 9: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/9.jpg)
![Page 10: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/10.jpg)
Make a Deposit
Account Management QuickStart 10
![Page 11: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/11.jpg)
![Page 12: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/12.jpg)
Change Your Trading Permissions
Account Management QuickStart 12
![Page 13: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/13.jpg)
Subscribe to Market Data
Account Management QuickStart 13
![Page 14: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/14.jpg)
Subscribe to News and Research
Account Management QuickStart 14
![Page 15: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/15.jpg)
View an Activity Statement
Account Management QuickStart 15
![Page 16: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/16.jpg)
Find and Print Tax Forms
Account Management QuickStart 16
![Page 17: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/17.jpg)
Change Your Personal Information
Account Management QuickStart 17
![Page 18: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/18.jpg)
Change Your Password
Account Management QuickStart 18
![Page 19: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/19.jpg)
Change Your Email Address
Account Management QuickStart 19
![Page 20: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/20.jpg)
![Page 21: Account Management Users' Guide - Interactive Brokers · 2016-01-05 · Click Manage Account > Trade Configuration > Market Data data Manage Account Support Logout 'bed unsubscn 'be](https://reader033.vdocuments.mx/reader033/viewer/2022043009/5f9c549df5205514593788fb/html5/thumbnails/21.jpg)
Contact Customer Service
Account Management QuickStart 21