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Interactive Brokers disclosures

Promotional relationship

This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.

None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.

Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this website content, please visit www.interactivebrokers.com.

Trading symbols entities or investment products

Any trading symbols, entities or investment products displayed or named in this website content are for illustrative purposes only and are not intended to portray recommendations.

Crypto Paxos and Zero Hash

IBKR Digital Assets (Paxos Zero Hash):
Trading in digital assets, including cryptocurrencies, is especially risky and is only for individuals with a high-risk tolerance and the financial ability to sustain losses. For more information about the risks surrounding the trading of Digital Assets please see the "Disclosure of Risks of Trading Digital Assets”. All trading and custody of digital assets is provided by Paxos Trust Company ("Paxos") or Zero Hash LLC in an account held in your name. Digital assets held with Paxos/Zero Hash are not protected by SIPC. Eligibility restrictions apply. For more information, please see ibkr.com/crypto.

Options on futures

Trading options on futures contracts involves substantial risk and is not suitable for all investors. Selling (writing) options on futures exposes the seller to potentially unlimited risk of loss, as the seller may be required to fulfill the terms of the contract if the market moves unfavorably. Losses can exceed the initial margin or premium received. Before engaging in short options strategies on futures, you should carefully consider your financial situation, investment objectives, and risk tolerance. You must fully understand the risks involved, including the possibility of losing more than your initial investment. The Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA) require that you receive and review the Options Disclosure Document (ODD) before trading options on futures. This document explains the characteristics and risks of options trading.

Futures trading

Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading futures, please read the CFTC Risk Disclosure. A copy and additional information are available at ibkr.com.

ETFs

Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Forex

There is a substantial risk of loss in foreign exchange trading. The settlement date of foreign exchange trades can vary due to time zone differences and bank holidays. The interest rate on borrowed funds must be considered when computing the cost of trades across multiple markets.

Mutual funds

Mutual Funds are investments that pool the funds of investors to purchase a range of securities to meet specified objectives, such as growth, income or both. Investors are reminded to consider the various objectives, fees, and other risks associated with investing in Mutual Funds. Please read the prospectus accordingly. This communication is not to be construed as a recommendation, solicitation or promotion of any specific fund, or family of funds. Interactive Brokers may receive compensation from fund companies in connection with purchases and holdings of mutual fund shares. Such compensation is paid out of the funds’ assets. However, IBKR does not solicit you to invest in specific funds and does not recommend specific funds or any other products to you.

Margin trading

Trading on margin is only for sophisticated investors with high risk tolerance. You may lose more than your initial investment. For additional information regarding margin loan rates, see ibkr.com/interest

Tax related

The information in this article does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.

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