IBKR / shares are no longer separate assets, risk of losing everything above 20k

It was, in parts at least, about protection of the whole portfolio.

But the topic does warrant a regular revival, until this whole business is done & through.

It’s a very good video. Good questions, clear answers.
It only covered EU clients though, so CH clients could still be handled differently.

For EU clients:

  • will be able to choose between staying with IB UK or getting moved to IB IE/LU/HU. (Depends where u live mostly which IB u land up in, u can’t choose that)
  • will definitely be needed that one actively accepts such a move.
  • if moved to IB IE/LU/HU protection on whole assets gets reduced from $500k to €20k, as that is the insurance that is regulatory available.
  • IB is a large stable broker and “shouldn’t” go bankrupt (but yeah :man_shrugging:)

New/unrelated info I picked up

  • IB now supplies tax reports acc. to where u live acc. to that required in your jurisdiction - see under the usual “reportings” for it. Is generated & available within a few days after request.
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