Help centre
Guides
Step-by-step walkthroughs for setting up and managing your Vault account.
- Opening a Vault account for clients residing outside the UAEVault can onboard clients residing in most countries, with a few exceptions where IBKR requires a locally registered broker. Check the list before you begin.
- Link your IBKR account to VaultAlready have an Interactive Brokers account? Here's how to link it to Vault from the IBKR Client Portal — in five steps.
- Request your IBKR credentialsHow to request your Interactive Brokers username and temporary password — from the browser or the Vault app.
- Fund your Vault walletHow to deposit money into your Vault wallet from the app, including the payment reference to include.
- Withdraw funds from IBKRHow to enter a withdrawal from your IBKR account, step by step.
- Make an internal cash transfer in IBKRHow to move cash between two IBKR accounts using an internal transfer.
- Make an internal position transfer in IBKRHow to move positions between two IBKR accounts using an internal transfer.
- Transfer positions from an external brokerHow to transfer positions into IBKR from an external broker, including ACATS, plus tips to avoid rejections.
- Download statements from IBKRHow to download your IBKR statements and set up automatic monthly or daily delivery.
- Update your financial informationHow to update your financial profile and source of wealth in IBKR.
- Set your trading permissionsHow to review and update your IBKR trading permissions.
- Get classified as a Professional ClientHow to unlock private markets by submitting a net-wealth statement for Professional Client classification — on mobile or PC.
- Complete the Professional Client questionnaireA walkthrough of the Professional Client classification questionnaire, with the recommended answer to each question.
- Delink your account from VaultHow to delink your account from Vault in the IBKR Client Portal.
- Close your IBKR accountHow to close your IBKR account and liquidate or transfer any remaining balance.