1. How do I create an Interactive Brokers account?

Step 1

Click HERE to navigate to IB's main page.

An IBKR Pro account is required to be compatible with our AutoInvest function which requires API connection. IBKR Lite account does not support API.

Click HERE to the guide on how to upgrade your LITE account to a PRO account.
Click HERE to read more on the difference between IBKR PRO and IBKR LITE accounts.

Step 2

Click "Open Account".

Select "Start an Individual, Joint or IRA Account Application".

Step 3

Fill in the account information. 

Step 4

Receive and verify "Account Verification Email" in your mailbox and log in to continue to the next step.

Step 5

Fill in your personal information.

Step 6

Turn on “United States” for the section on “Trading Experience and Permissions”.

Step 7

Agree to the relevant forms and documentation under the US regulation.

DISCLAIMER: Screenshots on this page are taken from Interactive Brokers website, provided only as a setup guidelines, and may be changed from time to time subject to Interactive Brokers' discretion. Algomerchant is not responsible for any loss or damages caused by inaccuracy and misrepresentation of the information.