How To Request an IBKR Debit Card

Overview: 

IB LLC individual and joint accounts (excluding IRA accounts) are now eligible to request an IBKR Debit Card through Account Management.

 

In order to request an IBKR Debit Card, first login to Client Portal/Account Management and select Transfer & Pay. Under Transfer & Pay, click the option for "Integrated Cash Management".

 

The IBKR Debit Card Summary screen will populate. At the top of the page you will see a button to "Apply Now". Click the button to start your IBKR Debit Mastercard application.

 

The application page will populate with the Customer Agreement along with an option to Select an Account to link to your IBKR Debit Card. Click the "Add/Edit Accounts" button to make your selection.

 

Your accounts will populate on the right side of the screen. Once you have made your selection, your selected account will be highlighted at the bottom of the right-hand window. Once you are ready to confirm the account, click the "Continue" button.

 

Scroll down to the bottom of the page where you will be prompted to agree to the terms set forth in the Customer Agreement by signing your name as it appears on the account. Click "Continue" to proceed.

 

The next screen will ask you to review the Cardholder Information. The information should all be correct as it uses the information from your IBKR account. If the information is not correct, you will need to go into your account and change any incorrect information. If the information is correct, click "Continue" to proceed.

 

Once you confirm your Cardholder Information, your application will be submitted. You will receive a confirmation with a reference number, along with activation instructions for when you receive your IBKR Debit Card in the mail.