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How do I create a new IBKR account for Plutus?

To open a new Interactive Brokers (IBKR) account for Plutus, use our Plutus IBKR Application. It is a template we set up, so your new account is linked to Plutus as your advisor automatically. There is no separate linking step.

Quick steps

  1. Open the Plutus IBKR Application. Start from this link rather than the IBKR website, so your account links to Plutus automatically.

  2. Enter your email address, a username, a password and your country, then select Create Account.

  3. Confirm your email and phone number.

  4. Complete the rest of the application form. The questions vary based on account type. Fill in every section, then submit.

After the application is created, we'll reach out with an update on your account status. Please do not hesitate to reach out if you have any questions on this process.

Detailed Walkthrough

Step 1: Open our IBKR application

Open the Plutus IBKR Application. This is the first page you will see.

Step 2: Create your login

Enter your email address, a username, a password and your country.

Step 3: Select Create Account

Select Create Account, then confirm your email and phone number.

Step 4: Complete the application

IBKR then takes you through the rest of the application form. The questions vary based on account type. Fill in every section, then submit.

Watch the full walkthrough

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