Tips for opening your SMA at Interactive Brokers
- Scroll to reveal all chapters
- 0:00 – Introduction
- 3:11 – Choosing username and password
- 5:00 – Confirmation code & account type
- 6:30 – IB site navigation information
- 6:55 – Name, address, security questions
- 9:45 – Retirement status & income sources
- 10:20 – Beneficiary info (IRAs)
- 12:35 – Regulatory info, Reg T Margin
- 14:15 – Investment objectives
- 15:15 – Agreements & Disclosures
- 17:10 – Funding your account
- 20:55 – Application Status & Review
- 22:55 – Agreements & Disclosures
- 26:36 – Security cards & devices
- 28:00 – Conclusion