{"slug":"interactive-brokers-refer-a-friend","institutionSlug":"interactive-brokers","category":"brokerage","product":"Refer a Friend","title":"Interactive Brokers: refer a friend","offerSlug":"interactive-brokers-individual-joint-account-referral-bonus","referrer":{"amount":200,"unit":"cash","display":"$200","targeted":false},"referee":{"amount":1000,"unit":"cash","display":"Up to $1,000 in IBKR stock","targeted":false},"cap":{"perYear":15,"window":"calendar year","scope":"person"},"taxForm":"unknown","taxNote":"IBKR names a Form 1099-MISC only for the referred client's shares. It states no form for the referrer's $200, saying only that participants are responsible for their own tax obligations.","linkSource":"Your unique referral link comes from Client Portal. IBKR does not describe the path on a public page.","channels":["Share your unique referral link"],"requirement":"Deposit $10,000 within 30 days and maintain it one year","posts":"IBKR publishes no payout timeline. The one-year balance condition means it cannot be earned sooner.","status":"live","expiresOn":null,"verifiedOn":"2026-07-21","summary":"Interactive Brokers pays the referrer a flat $200 in cash, while the person referred gets IBKR stock rather than cash, at $1 of shares per $300 deposited up to $1,000. The two sides are paid in different things, and the shares carry a one year transfer restriction before they can be sold.","finePrint":["The cap is two numbers, not one: up to 15 referrals in a calendar year and 30 in total, so the lifetime ceiling is $3,000.","The referred client receives Class A common stock of Interactive Brokers Group, not cash, and cannot transfer it for one year.","Referred clients domiciled in Canada receive no shares.","The referred client must deposit $10,000 within 30 days and maintain at least that amount for one year after opening.","IBKR names a 1099-MISC for the referred client's shares only. The tax form for the referrer's payment is not stated.","IBKR publishes no payout timing for the referrer, and its terms do not address where a referral link may be shared."],"ruleIds":[],"programDomain":"interactivebrokers.com","programUrl":"https://www.interactivebrokers.com/en/trading/referral-member-to-member.php","sources":[{"label":"interactivebrokers.com member to member referral page","url":"https://www.interactivebrokers.com/en/trading/referral-member-to-member.php","checkedOn":"2026-07-21"}],"needsVerification":true}