On the next page you get to provide some information about your financials.

First is your approximate net worth. You don't have to go add up everything to the penny; just add up your most valuable assets, subtract your largest debts, and then pick a value from the dropdown list.


Financial Information

After the net worth comes the liquid net worth. That's your net worth minus assets that would take a while to convert to cash, like real estate. Your liquid net worth should be less than your net worth. Again, you can appoximate this.


Liquid Net Worth

Then, specify your annual income, including not only salary but other income as well, like investment income and property rental income.


Annual Income

Finally, specify your approximate total asset.




Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Global Autotrading Inc. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.  For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.

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