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MiFID Client Category

By default, you are considered a retail client. If you believe that you should qualify as a professional client, use this page to answer survey questions and submit a request to Interactive Brokers to change your designation

Note: This page is only available for IB UK accounts.

To Submit a Category Change Request

1. Click Settings > Account Settings.

The Account Settings screen opens. The Configuration panel appears on the right of the screen.

2. Click the gear (configure) icon next to MiFID Client Category.
3. Review the information then click Request To Change MIFID Category.



4. Answer elective questions by selecting the radio buttons, then click Continue.



5. You will be able to view a notification that determines your eligibility. Click Continue to proceed to the confirmation screen.



6. Click Ok to return.