Set your trading permissions

How to review and update your IBKR trading permissions.

Updated 16 June 2026

You can review and request changes to your trading permissions directly in the IBKR Client Portal.

1. Open Settings

Click on Settings in the top-right corner of the Client Portal.

IBKR Client Portal Settings dropdown open in the top-right corner

Click the Settings icon in the top-right corner to open the menu.

2. Select Account Trading Permissions

From the Account Settings page, click on Account Trading Permissions.

IBKR Account Settings page highlighting the Account Trading Permissions tile

Select Account Trading Permissions to manage what you can trade.

3. Review the Trading Permissions page

You will be taken to the Trade Worldwide page, which lists all available asset classes.

IBKR Trade Worldwide page showing asset class tiles — Stocks, Bonds, Mutual Funds, and others with Request or Edit buttons

The Trading Permissions page shows each asset class and whether you already have permission or need to request it.

4. Choose your permissions and confirm

Select the appropriate options for your trading permissions, then click Continue to confirm.

IBKR Trading Experience and Permissions table showing Currency/Forex, Mutual Funds, Bonds, and Stocks with selected permissions highlighted

Review the selected asset classes and markets, then press Continue to apply your changes.