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Only one trading session is allowed per username. If you're already logged into a session (e.g. TWS or MEXEM Mobile) and try to start another (e.g. Client Portal), you'll receive a warning. You can manage your account but won't be able to trade. Click "Log in with Trading/Market Data" to enable trading and disconnect the other session.
Read MoreTo ensure security, your Client Portal session times out after 60 minutes of inactivity, a non-adjustable system setting. If you're logged out earlier, try clearing browser cookies and cache, testing different browsers, checking logout behavior on your smartphone, or restarting your modem and computer. Contact MEXEM Client Services if needed.
Read MoreAfter MEXEM Mobile goes to the background (when you take an incoming call, for example) you can bring it back by clicking on the MEXEM Mobile application icon or by a long press on Home button. Note that in the latter case MEXEM Mobile might not be listed among the currently running applications, especially if it was sitting in the background for long time...
Read MoreThe MEXEM Debit Mastercard can be used for purchases and ATM withdrawals wherever accepted. Choose 'Checking' if asked by the ATM. Balance inquiries won't work on ATMs; instead, check your balance via mobile TWS on the Account/Balances screen.
Read MoreMEXEM offers APIs: Trader Workstation (TWS API) for clients with trading access; WT Web API for white-branded advisors and introducing brokers; Client Portal Web API beta for all clients providing a RESTful interface; 3rd Party Web API for vendor connections. Further information is available on the MEXEM website.
Read MoreTrack real-time margin values in TWS/Mosaic Account Window or on MEXEM Mobile in the Margins or Funds tabs. Create a daily Margin Report in Client Portal/Account Management for a breakdown by position. Use the Check Margin Impact feature in TWS/Mosaic or MEXEM Mobile to preview order impact.
Read MoreMargin is borrowed cash against securities or collateral for futures contracts. Visit MEXEM's Margin Trading web page, Knowledge Base, or Margin Education page for more info.
Read MoreCash accounts use deposited cash to purchase assets, without borrowing from MEXEM. Upgrade to a margin account using the instructions in "How do I upgrade my account to use Margin?" More info on margin trading on our website.
Read MoreSMA is a credit line in your MEXEM Universal Account's Securities segment when securities increase in value. Trading commodities may reduce SMA as cash moves to the Commodities segment. After closing a contract, you can sweep settled cash back to the Securities segment. SMA is not transferable to cash.
Read MoreSMA in MEXEM Universal Account is a credit line from securities' value increase. Only Securities segment funds count. Trading commodities reduces SMA as cash moves to Commodities segment. After contract closure, sweep settled cash back to Securities segment. SMA can't be transferred to cash. See MEXEM Knowledge Base.
Read MoreThe Automated Customer Account Transfer Service (ACATS) is the National Securities Clearing Corporation's (NSCC) central processing system for the transfer of positions and accounts between US brokerage firms that are participants in the NSCC's ACATS program.The ACATS system allows you to enter a partial or full transfer request online to move positions and or cash from other ACATS participant firms.More information on ACATS transfers can be found in our Users' Guide.
Read MoreThe IRS defines a wash sale as selling stock at a loss within 30 days before or after buying "substantially identical" stock. The loss is deferred until replacement shares are sold. The original shares' holding period is added to the new shares' holding period. Visit MEXEM website for more info on wash sales.
Read MoreClients can provide a trusted contact to MEXEM for addressing financial exploitation, confirming contact info, health status, or identity of legal guardian/power of attorney. No requirement to offer a trusted contact, and they won't have account access or trade authority. For instructions on adding, click here.
Read MoreMEXEM's Friends and Family Advisor solutions let advisors manage multiple accounts from one master account, ideal for growing their business. Up to 15 different account types can be managed under a single login. Not available for MEXEM Hong Kong Ltd. clients. Learn more on MEXEM's Friends and Family Advisor webpage.
Read More"Subject to origination restriction" limits withdrawals of ACH or EFT deposits in your MEXEM account. The sending institution can claw back funds for fraud or error. Withdrawals to other banks are restricted for 44 business days (60 for Canadian EFT deposits). After 4 business days, you can withdraw to the originating bank.
Read More"Insufficient Settled Cash" may occur after selling a security, limiting immediate use for further transactions until settlement. Caused by "Cash" account restrictions or using proceeds for futures. Solutions: Wait, deposit more, or reduce order size. "Cash" accounts may need currency conversion and settlement wait for foreign security purchases.
Read MoreCash Accounts or Limited Option Trading recipients can't hold uncovered short call positions. To upgrade to a margin account, access Account Management > Settings > Account Settings > configure gear icon. Limited Option Trading available with select investment objectives. Turn off Limited Option Trading at Account Management > Settings > Trading Permissions > configure gear icon > uncheck "Limited Option Trading" box for US Options.
Read MoreLinking accounts provides easy access and potential savings on market data fees. You can manage all linked accounts with a single username, password, and SLS device, eliminating the need to remember multiple logins. Duplicate market data subscriptions can be consolidated, as they are billed per session.
Read MoreSingle-stock futures are futures on individual stocks. With an IBKR Universal Account, you can trade various instruments including these futures. Request trading permissions and subscribe to real-time data from Client Portal/ Account Management. Without a subscription, you receive free delayed data.
Read MorePhysical delivery futures can't be delivered, except some CME Globex currency futures. To avoid deliveries, roll forward or close positions before the Close-Out Deadline. Negative-pricing oil futures have mandatory closeout periods. Starting five days before expiration, only margin-reducing transactions are accepted. More information is on our website.
Read MoreYour securities account is insured up to $30 million, irrespective of residency. Excess funds in your commodities account are swept into the securities account daily if "Excess Funds Sweep" is selected in Client Portal/Account Management. More details on account protection are on our website.
Read MoreIf you lose your phone, follow the MEXEM Knowledge Base steps to migrate Mobile Authentication (IB Key) to a new device. For other issues, request temporary access by contacting MEXEM Client Services (Secure Login department). Contact information is available on the MEXEM website.
Read MoreIRS Form W-8 certifies non-U.S. taxpayer status and claims reduced tax on U.S. securities income. Without it, brokers might impose extra withholding tax and report non-compliance. Instructions for updating tax forms are in the Client Portal Users' Guide.
Read MoreVisit MEXEM's Tax Information and Reporting page, specifically Reports and Dates, to find available tax forms and posting dates. Access these through Client Portal/Account Management under Reports then Tax.
Read MoreYou can set price, trade, and margin alerts in MEXEM Mobile and TWS. Configure your SMS Address for alerts in Client Portal/Account Management before using it in the mobile app or TWS. Refer to the Users' Guide for instructions on setting alerts in MEXEM Mobile for Android, MEXEM Mobile for iPhone, and TWS.
Read MoreIf you are identified as a Pattern Day Trader and need a reset, you can access the PDT reset tool in TWS or request a reset through the Client Portal/Account Management.
Read MoreIf your desired currency pair isn't directly quoted, find a common currency, like USD. To convert CHF to HKD, first convert CHF to USD, then convert USD to HKD. In TWS, create a BUY order for USD.CHF, set the quantity, order type and price, then click transmit. Repeat the process with a SELL order for USD.HKD to complete the conversion.
Read MoreIf you want to cancel your MEXEM-provided LEI renewal, submit a request in the Message Center within Account Management two weeks prior to renewal. Remember, some exchanges need an active LEI to accept orders. Review and close positions before cancelling your LEI. More details can be found in the LEI requirements section.
Read MoreDue to COVID-19, the CARES Act has waived 2020 Required Minimum Distributions (RMDs) for IRA owners aged 70½ before 1/1/2020. Generally, RMDs are yearly withdrawals that IRA and retirement plan holders (except Roth IRAs) must take after reaching age 70½. RMDs are calculated by applying an IRS Life Expectancy Factor to your previous year-end account balance. RMD for each retirement plan must be estimated separately but can be withdrawn from any of the accounts. Refer to IRS Publication 550 for more details. Note, MEXEM doesn't provide tax advice. Consult a tax advisor or the IRS for tax-related queries.
Read MoreTo access QuickTrade, log in to the Client Portal on the MEXEM website. Then, click on the three horizontal lines icon on the top-left corner and select QuickTrade. This allows you to manage your orders quickly and easily.
Read MoreClick the provided links to give general feedback to MEXEM or participate in the New Features Poll. To suggest or vote for new features, you'll need to log into the poll with a separate online features account.
Read MoreIn Mosaic, add a new Portfolio page from the Monitor panel to view P&L, Net Liquidity, Margin, and positions. Adjust position grouping via the Financial Instrument column. Sort positions by clicking the column name. View account info in the Account window, accessible via the Account in your portfolio or the Account menu. In Classic TWS, access your portfolio via the Account menu. Further details on managing your portfolio are available in our online guides.
Read MoreMEXEM only creates estate accounts upon the death of an existing account holder, not from existing estate applications. Assets are distributed in the estate's name, not to individual heirs.
Read MoreMEXEM is transitioning accounts to a new account management interface and will soon retire the classic view. A Users' Guide is available for help. If you're having issues, contact MEXEM Client Services.
Read MoreMEXEM allows securities transfer to qualified charities under certain conditions: the security must be a U.S. stock, warrant, or bond; eligible for DTC transfer; and the charity must be DTC-ready. Requests must be made via the Charitable Gift Transfer form. Cost basis for partial share transfers will be determined by your default tax lot identification method.
Read MoreMEXEM's default method for US and Canadian shareholder communications is electronic delivery. As a shareholder of record, you'll receive proxy materials by email when permitted. For more on accessing paperless material, refer to our Knowledge Base. Certain communications may still be sent via post despite electronic delivery preference.
Read MoreTo view or save your positions into CSV format, first open your Account Window by clicking the Account menu option in TWS followed by Account Window...
Read MoreMEXEM currently doesn't support ISAs, QROPs, or PRSAs. However, MEXEM (UK) allows SIPP Beneficiary accounts to trade through a MEXEM Cash account. Refer to our guide for opening a UK SIPP account for more information.
Read MoreUS Stock options do not use an ISIN identifier. US Stock options have an identification number consistent with the Options Symbology Initiative used by the OCC and the option exchanges...
Read MoreMEXEM doesn't provide credit cards, but eligible clients can request a debit card tied to their account via Account Management under Transfer & Pay > Integrated Cash Management.
Read MoreClients with surplus funds can earn interest, as per our Pricing > Interest & Financing page. MEXEM also offers various money market funds. To view these, choose an issuer under Products > Product Listings > Funds, then select "Money Market". Most funds require a minimum investment of USD 10,000.
Read MoreYou can access live and paper accounts simultaneously on one computer with subscribed live market data. Data only on live account if logged in on separate computers.
Read MoreQuarterly statements are auto-sent to the client's address. MEXEM lacks an opt-out or electronic delivery. PDF summaries can be downloaded from Account Management's Report section.
Read MoreClients can deposit from joint bank accounts using methods in the "Transfer & Pay, Transfer Funds" menu in Client Portal/Account Management. Specific payment instructions will appear during the process. Confirm any restrictions with your bank.
Read MoreChina's national currency, the Renminbi (RMB or Yuan), has two versions: onshore (CNY) and offshore (CNH). MEXEM supports transactions in offshore Yuan (CNH). For deposit instructions, see our Users' Guide.
Read MoreCurrently, MEXEM debit cards are available for US-based individual and joint accounts, excluding IRA and UGMA/UTMA accounts. The availability for non-US residents isn't confirmed. Trust accounts can qualify under certain conditions. While MEXEM Key isn't mandatory to enroll, it's recommended for pre-authorization of purchases.
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