Contact Us FAQs Global AutoTrading Account Interactive Brokers Account Opening Walk-through
Article Index
Interactive Brokers Account Opening Walk-through
Step 2 - Choose Account Type
Step 3 - Username
Step 4 - Confirmation Number
Step 5 - Username Confirmation
Step 6 - ID Procedures
Step 7 - Name & Address
Step 8 - More Applicant Info
Step 9 - W9 form
Step 10 - Regulatory Information
Step 11 - Base Currency
Step 12a - Cash or Margin Account
Step 12b - Personal Financials
Step 12c - Investment Objectives & Experience
Step 13 - Signature
Step 14 - Limited Liability Agreement
Step 15 - Margin Agreement
Step 16 - Account Confirmation
Step 17 - Legal Acknowledgements
Step 18 - Funding Configuration
You're Done!
All Pages

 

This is a detailed walk-through of all the steps that a typical Global AutoTrading client has to accomplish to open an account with Interactive Brokers. There's a lot of steps but each step is pretty simple (i.e., it's not as bad as it looks). You might find it helpful to quickly look at all the steps to make sure you have all the information handy, so that you can coast through the application.

One of the benefits of these electronic applications is that you'll most likely know right away if you've forgotten to "sign" something or entered some wrong information (some little red error message will pop-up on the page). You can thus fix it right away and move on with the application.

This walk-through can be printed all at once by clicking on the "print" link in the upper right or by selecting "all pages" from the table of content, and then printing that long page.

Some pages you encounter might be different depending on your country, but most steps should be the same. If you find that the instructions are confusing or incomplete, or you have suggestions for how to improve this guide, please let Global AutoTrading know. Of course, you should use your own information when filling up the fields.

The first step in the account opening process is to... begin the account application. You might have received an email like the one below, or you might have clicked the link directly from our open an account page. It is best to start the account application by using the link from our web site or email, as it will save you a few steps later on, and we can track your progress and help out if you need it.

Email invitation from Interactive Brokers



FAQs - Global AutoTrading Account

Service Updates

INFO 2011.04.29 @ 21:30 ET. If you can read this, you are looking at the site on a new host. It should be much faster than before.
INFO 2011.04.29 @ 10:00 ET. There will be web site maintenance this week-end. Client login will be disabled starting tonight (Friday) evening, until maintenance is completed.
INFO 2011.03.12 @ 10:00 ET. If you can read this, deployment of the new site was a success.

 

Miscellaneous Information

Global AutoTrading is verified by PayPal