Interactive Brokers

[JUGGLER]

F&F advisor mi nedovolili kvôli európskej legislatíve. Resp. dovolia len blízkeho člena rodiny žijúceho v tej istej domácnosti (tá istá adresa - teda manželka, mama/otec, syn, dcéra ). Taký účet sa volá Family account.

Zmigrovali ma, ale potom mi zmrazili činnosť a mali požiadavku, aby som doložil dokument, že som investičný poradca.
My máme takú legislatívu, že advisor s licenciou NBS ani neexistuje....jedného máme pre starobné sporenie, ale nikoho na kapitálové trhy.
Snáď by tomu vyhoveli ľudia s titulom CFA, alebo takí čo robia pre o.c.p.

Non-Professional Advisor

An Interactive Brokers account structure designed for clients who manage 15 or fewer multiple accounts of varying types. Only Advisors in the United States who are exempt from registration are eligible to open an IBKR Non-Professional Advisor account. Generally, most jurisdictions require that an advisor have 15 or fewer clients in order to qualify for exemption from registration. However, registration requirements can vary among jurisdictions. For example, advisors residing in the United States may be required to register under either State or Federal law if they meet certain criteria (e.g., total assets under management, number of clients, whether they receive compensation, etc.).

Family Advisor Account

An Interactive Brokers account structure designed for clients who manage 15 or fewer multiple accounts of varying types. Only Advisors who are exempt from registration are eligible to open an IBKR Family Advisor account. Generally, most jurisdictions require that an advisor have 15 or fewer clients in order to qualify for exemption from registration. However, registration requirements can vary among jurisdictions. For example, advisors residing in the United States may be required to register under either State or Federal law if they meet certain criteria (e.g., total assets under management, number of clients, whether they receive compensation, etc.).

Advisor-Managed Account
An IBKR account managed by an Advisor. Our Advisor accounts let Professional Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs) execute and allocate trades among multiple clients from a single order management interface.

[jaja]

No já mám u IBCE advisora pro manželku, ale teď když chci u manželky vybrat cash, čeká na consent u advisora, ale ten nemá žádné subaccounty v account managementu, takže consent nemůže udělit. Problém je, že jsem tam dlouho nebyl a nestihl udělit souhlasy k migraci, takže ty účty jsou určený k likvidaci. Tak jsem místo výběru dal příkaz k likvidaci a uvidím.

[xerces]

Ahojte, mal by som otazku na IB. Doteraz ho pouzivam iba v takom testovacom mode, lebo primarne pouzivam XTB. Potreboval by som ale viac investicnych poductov aby som si vedel investicie rozdelit pre viacero ucelov. V XTB je mozne otvorit iba investicne ucty. Neviete ci je mozne v IB mat viacero uctov?

[segi]

Ahoj xerces,
neviem či ej tam nejaké obmedzenie na počet, ale ja mám dva obchodné účty v rámci jedného loginu. Takže ide.

[misooo]

Čaute chcem sa opýtať Pozeral som si report o transakcii, ktorú som vykonal v IB a nie je mi jasné koľko som celkovo zaplatil za túto SELL transakciu. Rozumiem tomu správne, že to bolo celkovo 1,75 USD ? Vďaka