Referral Member
Refer a Friend
Get $200
Share Your Positive IBKR Experience
Refer a Friend allows eligible IBKR clients to refer people and earn $200 for each referral while giving their friend the opportunity to earn up to $1000 of IBKR stock!
Eligibility
Participation in the Refer a Friend program is limited to IBKR clients with an individual or joint account that has a net liquidation value (NLV) of at least $2000 and has placed at least one securities trade in their account. Geographic restrictions may apply. A bonus can only be paid if the referred client uses the unique application link that is shared with them.
Residents of Japan, Denmark, Spain, Portugal, Poland and Israel are not eligible to participate in the program. Residents of Canada are eligible to participate as referrers and receive the $200 referral bonus but are ineligible to earn welcome shares. Tax-deferred accounts are ineligible for both the referral bonus and awarding of Interactive Brokers stock. In addition, Financial Advisors, Hedge Funds, and Institutional accounts, including introducing broker and proprietary trading accounts are ineligible for the program.
Referrer Payout
Referrers are paid $200 for each referred client when the referred client opens an individual or joint account, deposits $10,000 within 30 days of opening the account and maintains a balance of at least $10,000 for one year.
Referred Payout
Referred accounts will receive $1 in IBKR shares for every $100 of value (cash or other assets) added to their account for up to $1000 worth of IBKR shares. The average balance must be maintained for at least 1 year for the shares to vest and be accessible.
Restrictions
Referrers are prohibited from having any involvement with the referred account once the referral is complete. In particular, the referrer must agree not to:
- Assist with the preparation of the referred client's IBKR account
- Train clients to use the IBKR platform
- Act as a point of contact between IBKR and the referred client
- Maintain any relationship with the referred client regarding the referred client's IBKR account, including trading in the referred client's account
- Distribute advertising materials about IBKR without IBKR's prior approval
- Gather or provide IBKR with client applications or supporting materials
- Refer their own accounts
Referrers are limited to 15 referrals per year and 30 referrals total. Referral bonuses and welcome shares will not be paid when the referrer and the new client are family members or others living at the same exact physical address.
Referrers who signed up under the previous program will receive payouts based on the terms of that program unless notified of a change.
Program participants agree to the Terms and Conditions.