Create an IB Account
  • You will need to have an account with IB in order to use TRADE (skip to 'Pre-Activation Steps' if you already have an account). To open an account please use this link. Most accounts types are supported, like Margin IRA, and trusts. Non-marginable IRA accounts are not supported at this time.
  • NOTE: If you are transferring money from your bank account IB will place 2 small deposits for verification. Don't miss this step as it will appear that your account is taking a long time to get funded.
  • You will need the IB account number to proceed to the next steps.
Pre-Activation Steps
  1. Print, sign and scan the appropriate IB's Trade Signal disclosures which you will find at the bottom of this page. If you do not have a scanner there are several online services that allow you upload the document, sign with your mousepad and download it back. Our favorite is
  2. Scan your photo id, passport or driver license. If you don't have a scanner you can take a picture with your phone.
  3. Email the above scans to with the following subject: 'Trade Signals'
  4. Wait for an email confirmation from IB notifying you that your account is set up to use with TRADE.
Account Activation
  1. Create a TRADE account on Portfolio123 on the 'Accounts & Positions' page.
    NOTE: The first time you access TRADE you will be asked to set up additional security specific to TRADE.
  2. Click 'try activation' for the newly created TRADE account
    NOTE: Account updates run every morning about 45 min before market opens.
  3. Once your account status changes to 'READY' you will be able to send orders.
Open An Account
IB Trade Signal Disclosure Documents
For Individuals PDF
For Organizations PDF