Brokerage Resources
The following links are provided by our clearing firm to help you with common tasks:
Manage Your Brokerage Accounts
Use for account transfers, deposits, withdrawals, activity statements, 1099 tax info, personal info.
How to Fund Your Account
- IB Funding reference
- How to deposit funds via ACH
- ACATS Transfers
- How to deposit funds via a check or wire transfer
Transferring funds internally between accounts - (Initial funding of new unfunded accounts via internal transfer, please contact support)
Transferring positions internally between accounts - (Initial positions transfer of new unfunded accounts via internal transfer, please contact support)
- Withdrawing Funds
Helpful Links
- Move your current Interactive Brokers account to TC2000 Brokerage
- Overview of Pattern Day Trading ("PDT") rules
- Why was I liquidated?
- Margin reference (Introduction to Margin)
- Settlement time
- U.S. Securities with Special Margin Requirements
- IRA Trading permissions
- Understanding IB Margin
- Upgrade account from Cash to Margin
- IB Documentation index
- IB Trade Desk
Optional Trading Platforms Provided by Clearing Firm
These are optional platforms you may use in addition to your TC2000 software. Please note that your regular TC2000 email & password will not work on clearing firm platforms. They require you to use your sign-in credentials associated with your brokerage account.