What you get and what you need to do
What you need to do
- 1Click the IBKR invitation URL before starting a new individual or joint application. Existing IBKR accounts cannot add a referral afterward.
- 2Pass IBKR onboarding and fund the account. Net deposits in the first year after your initial deposit set the share award size.
- 3Stay in good standing through each lock period. Inviters monitor progress under Refer a Friend in Client Portal after the friend funds.
What you get
Fresh individual or joint IBKR applicants who start from code catherine970 before opening receive US$1 of IBKR stock per US$300 of net deposits during the twelve months after the first deposit, capped at US$1,000 (about US$300,000 net deposited). Withdrawals during that window shrink the grant. Each stock tranche has a twelve-month sale and transfer lock from its award date. Figures are US dollars, not AUD.
Referrer side: US$200 cash after friend meets deposit and balance rules
Eligibility and gotchas
- Household members or people sharing an address are barred from referral rewards.
- Inviters need IBKR accounts showing US$2,000+ net liquidation and at least one securities trade, with caps of 15 referrals per calendar year and 30 lifetime.
- Brokerage, FX, and market moves apply; awarded shares can lose value.
- Australian inviters are paid only when both accounts sit with Interactive Brokers Australia Pty Limited.
Double-check expiry, eligibility and exclusions on the provider's site before you sign up.
Official referral terms ↗
