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Equity to Life Freedom

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How to open IBKR account & apply for option permission level 3 & exchange/deposit money
1. Open your IBKR account using my referral link. It will be a US account, so you’ll need to convert your funds to USD before depositing. https://ibkr.com/referral/wenyi422 2. Fill in your personal info to open the account, better to open a "margin" account (account type: trading), instead of "cash" account (account type: investment). 3.provide details about your income, net worth, and investing experience. We need option level 3 permission, please refer to the attached screenshots — I think they should be sufficient. (pic 1 and 2) 4.Apply for option permission: 1️⃣ Open the IBKR website → log in to your account 2️⃣ Go to the Client Portal (account dashboard) 3️⃣ Click your profile icon in the top right corner → select "Settings" ->"Trading permission" -> "Request Option" (see picture 3-5) 5. How to funding Your Account: Once your account is ready, you’ll need to fund it with USD. Steps: IBKR website -> login to your account -> Transfer & Pay -> Transfer Funds -> Deposit Funds Then follow the instructions; (pic 6) Based on different currency selections, there are different methods to fund your account. (pic 7). For example, if you're using AUD, then you can transfer from WISE balance or even BPAY; If you need to convert your currency to USD, I recommend to use CurrencyFair. It’s the cheapest way I’ve found, and once you set it up, it’s super easy. My referal link:https://www.currencyfair.com/rafland/?channel=R7JA81 Let's Rock and Roll! Wendy
How to open IBKR account & apply for option permission level 3 & exchange/deposit money
0 likes • 6d
It takes a really long time to open. I am still waiting for mine to be activated and I dont think they will give me level 3. I had no idea what a margin account was so I opted in for normal account I guess.🤷‍♀️
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Madina Radinovich
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@madina-radinovich-9604
I am an accountant, registered tax agent and strategic advisor. I help individuals and businesses make confident financial decisions. Mum of 3 boys.

Active 1d ago
Joined Feb 1, 2026