Duration 5:19
Level Beginner
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Investors can use the Interactive Brokers’ Client Portal to request trading permissions for stocks, options, futures and more, as well as subscribe to various live streaming Market Data and Research subscriptions.
To access the Settings page of Client Portal, select the Head & Shoulders icon in the upper right corner and then Settings. The Settings page is broken out by Account Settings on the left hand side of the page and User Settings on the right hand side.
Trading Permissions
Under Account Settings, locate the Trading section and select Trading Permissions. The Trading Permissions page will allow the investor to request trading permissions for any products and markets they would like to trade. The investor will select the Add/Edit or Request button on the product they wish to trade. The following page will allow the investor to select the locations they wish to trade the specified product. Select the check boxes next to any desired locations and select Continue at the bottom of the page. On the following page, the investor can review the requested changes and any disclosures, sign their name and select Continue to submit the request.
Please note that various criteria including financial information, investment experience and objectives are collected to create your Financial Profile, which in turn, is used when determining whether to approve accounts for trading permissions. IBKR doesnotdisclose the eligibility requirements for any products. Investors can ensure their Financial Profile is up to date and accurate in the Account Settings.
Market Data Subscriptions
By default, investors will receive free delayed market data for available exchanges. Investors have the ability to request snapshot data from multiple exchanges worldwide. This request will provide a static quote for the instrument. U.S. listed equities are $0.01 per quote request and all other instruments are $0.03 per quote request. As a courtesy, accounts will receive a waiver of $1.00 per month for snapshot quotes.
Alternatively, investors can subscribe to real-time streaming market data through the Client Portal. Under User Settings locate the Trading Platform section and select Market Data Subscriptions. The Market Data Subscriptions page will display any active subscriptions under Current GFIS Subscriptions. Select the blue Configure gear icon to manage the market data. The subscriptions are broken out by market location reflected as tabs and each tab has sub-sections underneath to categorize the available subscriptions. To add a subscription, check the box next to the desired product and to remove or cancel an existing subscription, click to uncheck the box. When ready, click continue to review the selected subscriptions and acknowledge and sign any applicable agreements and disclosures. Click Continue until a confirmation page is reached. Once a subscription is active, the delayed market data will be replaced with the real-time quotes.
Note that market data subscriptions are charged on a per user basis and are not prorated for the month. If the user decides to subscribe in the middle of the month, they will pay the fee for the entire month as listed on the page. If the user is unsubscribing in the middle of the month, they will continue to see the data for the rest of the month and will no longer have access to the data on the 1stof the following month.In order to subscribe and maintain market data and research subscriptions, the investor will need to fund their account with $500 (or non-USD equivalent), in addition to the cost of any subscriptions.
Research Subscriptions
In addition to market data, Interactive Brokers also offers access to dozens of free and premium market research and news providers. Investors can also subscribe to additional, a la cart research and news through the Client Portal. Under the Trading Platform section of User Settings, select Research Subscriptions. Next to Current GFIS Subscriptions, select the Configure gear icon and the list of available research and news providers will populate. Click the blue information icon to the right for more information on a particular subscription. Check or uncheck the box to the left of the desired research or news subscriptions and click continue until a confirmation page is reached.
For more information on the research or news offerings, please see our website.
Resources:
Client Portal User Guide – Subscribe to Market Data
Join The Conversation
If you have a general question, it may already be covered in our FAQs. If you have an account-specific question or concern, please reach out to Client Services.
41 thoughts on “Adding Trading Permissions & Subscribing to Market Data and Research Subscriptions”
Good morning, I need help. I want to request negotiation, but I need to change my information. I have information such as that I am retired or pensioned and I cannot access market-type negotiations. My English was not good before, so I did not understand very well. I need to change. This, I want to be able to negotiate more types of instruments, how do I do it? thank you I hope for your prompt help
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Hello Gonzalo, thank you for reaching out. You can update your trading permissions using this link: https://ndcdyn.interactivebrokers.com/sso/Login?action=TA_TRADE_PERM_BETA. Please note that your ability to trade specific products will depend on your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience). Please note that we cannot disclose the requirements needed for specific trading permissions. You can view this link with instructions to subscribe to Market Data Subscriptions: https://ndcdyn.interactivebrokers.com/AccountManagement/AmAuthentication?loginType=1&action=TA_MARKET_DATA&loginType=1
We hope this helps!
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I would like to trade ETFs. Which trading permission should I request?
Reply
Hello, thank you for reaching out. Please view this FAQ with instructions to trade ETFs through IBKR: https://www.ibkr.com/faq?id=35797368
We hope this helps!See AlsoStock Margin Requirements | Interactive Brokers U.K. LimitedHow Long Does It Take for Brokers to Confirm a Trade?Restore and Save Page SettingsWhat to Do if Your Financial Advisor Sold Stocks without Telling YouReply
I would like to trade ADRs, what class of permission would I need to have ?
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Hello Gordon, thank you for asking. If the ADR (American Depositary Receipt) you are looking to trade is traded on a major exchange, then all you need is US Stock trading permissions in order to be eligible to trade ADRs through Interactive Brokers. Simply place the symbol for the ADR into your TWS, Client Portal or IBKR Mobile and trade it as you would any other stock. https://www.ibkr.com/faq?id=28225017 We hope this answers your question!
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I have had a really bad experience with your customer service over the past month. How do I get in touch with someone who is able to assist over the phone?
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Thank you for taking the time to reach out, and please accept our apologies for a poor customer experience. We would like to investigate the situation further. Please send an email with more details about what your funding question is, including the email address you used to apply with IBKR, to [emailprotected]. We would appreciate the opportunity to turn around your experience. Thank you.
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Hola ¿cómo hago el seguimiento a mi solicitud de permiso de negociación en opciones ? envié documentación que me solicitaron el día 12 de junio y hasta el día de hoy no tengo respuesta alguna . También ya me descontaron el pago por los datos de mercado pero aún no tengo acceso. Me podrían ayudar por favor. Gracias
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Hello, thank you for reaching out. Please send us an email with more details to [emailprotected] from the email associated with your account.
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salve vorrei negoziare CFD FOREX con IBKR come posso fare se non ho neanche la possibilità di richiedere i permessi?
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Hello, thank you for reaching out. Please review these FAQs for detailed information on how to request trading permissions and trade CFDs through IBKR:
https://www.ibkr.com/faq?id=27271542
https://www.ibkr.com/faq?id=35791967
Please reach back out with any more questions. We are here to help!Reply
I would like to purchase RNECY(RENESAS ELECTRO)STOCK. But i could not able to buy.I tried in trading permission option but there is no PENNY STOCK(US) option.please guide me
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Hello, thank you for reaching out. Please follow these instructions to update your trading permissions:
Log into Client Portal
Select the User menu (head and shoulders icon in the top right corner) followed by Settings
Under Account Settings find the Trading section
Click on Trading Permissions
Locate Stocks section, select Add/Edit or Request under Stocks and check the box for “United States (Penny Stocks)” and click on CONTINUE.
Review and sign the disclosures and agreements.
Click CONTINUE and follow the prompts on screen.
Please note that U.S. Penny Stock trading permissions will not display as a choice if your account does not meet the qualifications.We hope this helps!
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I would like to trade cryptos on my IBKR account. How can this be enabled?
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Hello, thank you for reaching out. To request trading permissions for cryptocurrencies:
Log into Client Portal.
Click on the User menu (head and shoulders icon) and select Settings.
Under Account Settings, go to Trading > Trading Permissions.
Under Cryptocurrencies, select Request next to the permission you want.
Review and sign the disclosures and agreements.
Click CONTINUE and follow the prompts.
Trading permissions are typically approved overnight. Please note that you will need to have a margin account to trade cryptocurrencies.We hope this helps!
Reply
Como puedo hacer que se habilite la opción para solicitar permisos de trading para criptomonedas?
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Hola, gracias por preguntar. Consulta estas preguntas frecuentes para obtener información sobre los criterios de elegibilidad vinculados a la residencia para operar con criptomonedas: https://www.ibkr.com/faq?id=182858938
Si cumples con los requisitos, puedes ver y gestionar fácilmente tus permisos de trading en cualquier momento en el Portal del Cliente: https://spr.ly/IBKR_TradingPermissions
Debes solicitar permisos de trading para operar con productos específicos. IBKR otorga permisos basados en tu perfil financiero (por ejemplo, edad, patrimonio neto líquido, objetivos de inversión, conocimiento del producto y experiencia previa en trading) y a veces en tu ubicación. Ten en cuenta que no podemos revelar los requisitos necesarios para permisos de trading específicos. ¡Esperamos que esto te sea útil!
See AlsoSubscribe to Market DataReply
Quiero operar en opciones y no me permite, me sale un aviso en donde dice no esta los datos del mercado
Reply
Hello, thank you for reaching out.
To get market data for options, you need to subscribe to the OPRA (US Option Exchanges) market data feed. Here are the steps:
Log into your Interactive Brokers Client Portal.
Click on the User menu (head and shoulders icon) in the top right corner and select Settings.
Under User Settings, go to Trading Platform and select Market Data Subscriptions.
Click the Configure (gear) icon next to Subscriptions to modify your subscriptions.
Select the US trading region and use the checkboxes to subscribe to OPRA market data.
Click Continue to review and confirm your request.
Once subscribed, you will start receiving real-time market data for US options.Please ensure that you have the proper trading permissions. Your ability to trade specific products will depend on your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience). Please note that we cannot disclose the requirements needed for specific trading permissions. Once you have opened an account, you can view and manage your permissions any time here:
https://ndcdyn.interactivebrokers.com/sso/Login?action=TA_TRADE_PERM_BETA
For more information on Options Levels 1-4, please visit
We hope this helps!
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Hello, I want to get permission for trading in US, fractional shares, I have permission to trade in fractions globally, but I cannot see the option for US fractional trading.
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Hello Ivana, thank you for asking. Please review the eligible client groups for fractional share trading:
https://www.ibkr.com/faq?id=83262092
Let us know if you have other general questions.Reply
Hello. On the IBKR website it says you offer Indian equities, but when I try to trade them I get an error. I don’t see India in any of the permissioning. Do you offer India or not? If not, why does the website say that you do?
Reply
Hello, thank you for reaching out and we apologize for the delayed response. IB-UK is not able to request India Stock Trading Permission unless you qualify for NRI status. Please view this website to check if you are eligible: https://www.interactivebrokers.com/en/general/nri-fact-sheet.ph. If you qualify for an NRI, you must create a new account: https://www.interactivebrokers.co.in/en/accounts/individual-account-steps-in.php
Reply
Hello
I am connected to my ibkr account with ninjatrader8 via the IB Gateway but I was not able to obtain market data for futures contracts. I received this following error message:
Error on requesting bars series: ‘historical market data service error message: No market data permissions for cbot CME FUT’.
I would like to trade the micro futures MYM, MNQ, MES and M2K indices.
When I want to subscribe for market data futures I cannot find an indication.
Please how I can solve this problem.
ThanksReply
Hello, thank you for reaching out. To receive real-time futures data in NinjaTrader connected to an IBKR account, you need to enable market data subscriptions for the specific futures contracts you want to trade. This can be done in Client Portal by going to Settings > Account Settings > Market Data Subscriptions. Select the exchange(s) and specific futures contracts to subscribe to. Once enabled, the real-time data should flow through to NinjaTrader. Without a subscription, only snapshot/delayed data is available. Please view this webpage for more information: https://spr.ly/IBKRMarketDataCampus
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Hello, I want to get permission for trading in US options globally, but I cannot see the option for US trading. But the system keeps telling me that I don’t have permission to that trade.
Reply
Hello, thank you for reaching out. Please delete this public comment as it contains private account information.
Your ability to trade specific products will depend on your financial profile (e.g. age, liquid net worth, investment objectives, product knowledge and prior trading experience). Please note that we cannot disclose the requirements needed for specific trading permissions.
You can view and manage your permissions any time here: [https://ndcdyn.interactivebrokers.com/sso/Login?action=TA_TRADE_PERM_BETA](https://ndcdyn.interactivebrokers.com/sso/Login?action=TA_TRADE_PERM_BETA)
For more information on Options Levels 1-4, please visit: [https://ibkr.info/node/4860](https://ibkr.info/node/4860)
We hope this helps!
Reply
How to set trading permissions for the Paper Trading Account?
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Hello Bruce, thank you for reaching out. Paper trading accounts are mirror images of their associated live account. Trading permissions as well as market data subscriptions and base currency are the same as the live account. Please review this FAQ to update trading permissions in your associated live account: https://www.ibkr.com/faq?id=27271500
We hope this helps!
Reply
Hello,
I wish to trade XAUUSD in my IBKR account. How do I understand if I haVE DATA SUBSCRIPTION AND TRADING PERMISSIONS FOR THIS ASSET?
Reply
Hello, thank you for reaching out. You can use the Market Data Assistant in Client Portal to select the appropriate market data subscription service for the stocks and derivatives you want to trade. To use it, log into Client Portal> Help menu> Support Center> then Market Data Assistant.
IBKR does not offer option trading on spot metals. However, IBKR offers trading options on ETFs and futures whose value is related to metals.
In order to trade options on metals, please add trading permissions for “Options”, “Stock Options” or “Future Options”. Follow the below procedure to update your trading permissions for options:
1. Log in to Client Portal
2. Select the User menu (head and shoulders icon in the top right corner) followed by Settings
3. Under Account Settings find the Trading section
4. Click on Trading Permissions
5. Locate Options section, select Add/Edit or Request under Options and check the box next to whichever trading permission or program you want to request and click on CONTINUE.
6. Review and sign the disclosures and agreements.
7. Click CONTINUE and follow the prompts on screen.
Please review this FAQ for more information: https://www.ibkr.com/faq?id=96858001
We hope this answers your question!Reply
Hi, what trading permission do I need to invest in Investment Trusts (FCIT, ATST, Jam)?
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Hi, I have taken a look into the market data but was not sure which one is correct. What Market data subscription I need in order to trade NQ? Thank you
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Hello, thank you for reaching out. We have a market data assistant available to help you find data suited to your needs:
https://ndcdyn.interactivebrokers.com/sso/Login?action=CS_MARKET_DATA_ASSISTANTFurthermore, some exchanges allow delayed data to be displayed without any market data subscription, free of charge. Customers receive free delayed market data for contracts to which they do not currently hold market data subscriptions when made available by the exchanges.
Please check out this webpage for more information: https://spr.ly/IBKRMarketDataCampus
We hope this information helps!
Reply
Hi i would like to trade the future options of HSI@HKFE, so i applied the trade permission already and is approved. But i still get the message saying no trading permission for this instrument type. What can i do?
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Hello, thank you for reaching out. To trade this security, you need to enable Hong Kong Futures permissions and subscribe to Hong Kong Derivatives market data. Please view this FAQ for more information: https://www.ibkr.com/faq?id=137760211
We hope this helps!Reply
Hi, I need support to solve a problem I am encountering in IB. I am trying to buy an ETF (IUSQISHARES MSCI ACWI), but once I try to buy it this message appears: “does not have permissions to trade this contract. You can request permissions in account settings.” I have trading permissions for equities (Italy, Central Europe and USA). Do I need to request anything else? Thank you for your help. Alessio
Reply
Hello Alessio, thank you for commenting. In the trading permissions page in Client Portal, you will want to select Stocks permissions, which will include ETFs. Note that some ETFs may also require permissions for Complex or Leveraged Exchange Traded Products. Additionally, certain clients will need to be in compliance with current rules and regulations, such as the PRIIPs Regulation: ibkr.info/article/2993. We hope this information is useful!
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Hi, I tried to buy Newlake Capital Partners (NLCP) stock and it appears the message ” Not allowed to open position: no trading permission. You may nedd to add the appropriate trading permission through Client Portal.” What permission do I need to activate?
Reply
Hello, thank you for reaching out and we apologize for the delayed response. In order to trade on the OTC Pink or ArcaEdge markets, you must add the United States (Penny Stocks) trading permissions:
https://www.interactivebrokers.com/sso/resolver?action=TA_TRADE_PERM_BETA§ype=stk
U.S. Penny Stock trading permissions will not display as a choice if your account does not meet the qualifications.
https://www.ibkr.com/faq?id=23299042We hope this helps!
Reply
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The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circ*mstances and, as necessary, seek professional advice.
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Interactive Brokers, its affiliates, or its employees.
