Default Account Configuration
Investment Objectives: Growth, Hedging, Profits from Active Trading and Speculation.
Account Type: Margin ($40k min balance at launch) or Portfolio Margin ($150k min balance at launch).
Stocks: Global.
Complex or Leveraged Exchange Traded Products: Global.
Options: US level 2 or greater
Dividend Election: Stock Defaults: Reinvest
Troubleshooting Linking
If your existing Interactive Brokers account cannot link to Plutus, your trading permissions may exceed those enabled under our advisor account.
Maximum Account Configuration to Link
The diagram below shows the maximum trading permissions allowed. Having fewer permissions will not prevent a link, but having more (for example Futures) may cause Interactive Brokers to reject the request.
You can view and adjust your current trading permissions under the Settings section of your Interactive Brokers account.
