Path 2: new account
Open the account you need.
Choose a broker to see the steps. The desk prepares your dossier and introduces you, and you complete the broker's own application.
- 01
You
Send an introduction request
Name the broker you want. The request does not open an account and no account details are shared.
- 02
Qlumina desk
The desk prepares your dossier
Our team prepares your clearing dossier and introduces you to Interactive Brokers.
- 03
You
Finish verification
Complete the agreements, identity, KYC and NDA steps on your onboarding status page.
- 04
You
Complete your Interactive Brokers application
Our team prepares your clearing dossier and introduces you to the venue.
- 05
Your broker
Sign the broker power of attorney
The desk confirms how Interactive Brokers handles the power of attorney. The steps appear on your mandate page.
- 06
Qlumina desk
Account opening is coordinated
The desk coordinates account opening and the trade-only power of attorney as part of the mandate hand-off.
- 07
You
Track it in your mandates
Status, documents and the signed authority are available under Active Mandates.
What the request asks
- Your name, email and company
- The broker you use or want
- Whether you are linking an account or opening one
- A phone number, only if you prefer a call
What it never asks
- Your broker password
- API keys or tokens
- One-time codes or private keys
- Any login detail for your broker account
Ask for an introduction
The request opens the Qlumina contact form with the message below already filled in. It opens no account.
I would like an introduction to Interactive Brokers to apply for a new account. Please contact me about the application steps and the documents I will need. This request does not open an account and no account details were shared.
Prefer to talk first
Book a short video call with the team, or write to the desk.
I already have an account