Thank you for the update.
I have 4 pending referrals that I know invested more than 10k and kept it for 1 year.
I will reach out to support.
Did you send a ticket, call or did the live chat?
Thank you
I did not contacted support since last year.
I find it weird
As I wanted to check my cash statement, I could not find such report on IB.
I find it hard to monitor compare to a classic bank account.
Classic reports did not give this option so I created a Flex query under Performance & Report that can generate more detail.
Here is the setup, I use to generate it:
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Cash Report:
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Transaction Report:
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Transaction Fees:
Result:
I can display the referrer credit and it also summarize total commission paid (so low !) and the dividends paid since the beginning of the year.
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You can look up the currency pair via search box - for example USD.CHF - and then place the limit order like for any other position.
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AFAIK that’s Overview of IBKR's Dividend Reinvestment Program (DRIP) | IB Knowledge Base
If you have a single position, it might be worth it (otherwise you might want to use dividends to rebalance). From the FAQ it seems it still generates trading fees (so for really small sums might be annoying).
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Definitely get KeePass. If you save your file on dropbox to be mobile and still want to get an extra security layer, you can encrypt it with VeraCrypt, it’s a container based and open source system with strong encryption. You need a little bit to get the hang out of it, but then it’s simple to use.
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KeyPass files themselves can be password protected (and the algorithm is actually secure). So it should be no problem to put them on OneDrive, if you choose a safe long password.
Does anybody know where to check the yield of the stock lending program at IB, I tried to run some reports but could only find the dividends but not the yield from the yield enhancement program.
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Activity report,
IBKR Managed Securities Lent Activity (Stock Yield Enhancement Program)
IBKR Managed Securities Lent Interest Details (Stock Yield Enhancement Program)
I also received my bonus after being told I wouldn’t. I don’t know what happened. I was convinced that I didn’t meet the criteria. Maybe they were also convinced that the details were a bit hidden and therefore not obvious.
I’m glad I complained.
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Just a quick question, I couldn’t find any information on that: I’ve deposited some cash on my IKBR account (among other things to exchange currency) and would like to transfer it back on my bank account. However it’s not possible. The available cash is ‘0.00’. As I remember there is a period of time where the money is kind of blocked for transferring back after depositing. Can anyone tell me for how long?
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Hello,
I do not think we got a general answer rather than wait few days.
You could read this topic discussing about the same issue.
https://forum.mustachianpost.com/t/ibkr-always-says-i-dont-have-enough-cash-settled-to-make-a-trade-why/3760/45q
As I remember, you can click on info on your bank account and it will give you the day your cash will be available.
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I don’t know about currency exchange with IBKR but when selling stocks, if you have a cash account (versus margin account), the money takes 2 days to be available (settled). So wait around 2 days. I remember I found some Reddits threads on that:
“Cash accounts take 2 days for cash to settle after trade day, T+2 if not mistaken.”
“if you have a cash account, it takes 2 days for it to be usable”
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Can I make IB auto-roll futures (eg futures on S&P 500)?
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I have just stopped my yield enhanced program participation after checking this year additional yield. It’s a whopping 2.5 CHF from a 160k Depot 
not sure what I have expected but maybe just a little bit more somehow covering the trading fees.
What is your experience with the yield enhancement program?
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I don’t think so. There is a “roll position” button, but I think it just creates orders that you have to execute. It’s probably like with these auto rebalancing or portfolio tools: they can generate orders, but someone has to press the button to execute them. Security/compliance limitation. If you are brave enough, you can create market orders that are released at a preset time in the future (Good After Time) using Trader Workstation.
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Well in terms of the yield enhanced program I had mixed experience, which however is a total disaster invest wise.
My “Upstart” position gives me around $300-400 per month. Needless to say that I have a huge loss on the position. On the other hand, my Logitech holding gives me approximately CHF 0.50 per month… My VTI position has not been lent out yet but I assume that the yield would be also im the singe digit range.
It would be interesting to know how IBKR calculates the interest rate for individual stocks and if they have it published somewhere.
Btw, when investing in futures, do you have any idea at what point you’d be considered a professional trader tax-wise?
Basically, I’m thinking of using futures for leverage purposes.
I think if you open futures position for a moderate leverage, keep it almost to expiry and then roll it to the next contract, nobody can claim that this is a source of substantial income for you. I think this is the main criteria after all.
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