# Interactive Brokers Q&A \[2026\]

**URL:** https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780
**Category:** Investing / Brokers
**Created:** [February 10, 2023, 1:31pm UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780 "2023-02-10T13:31:20Z")
**Posts on this page:** 20
**Page:** 2

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### Author: ![johndoe1](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/j/13edae/32.png) [@johndoe1](https://forum.mustachianpost.com/u/johndoe1)
#### Post date: [February 14, 2023, 1:59pm UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/21 "2023-02-14T13:59:41Z")

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This may have been asked before: Is there any advantage / disadvantage to using split spread orders as opposed to limit orders?

IBKR has promoted split spread orders recently.

> **[Fast Order Entry to Split the Spread | Interactive Brokers LLC](https://www.interactivebrokers.com/en/trading/relative-price-tools.php)**
>
> Speed up order entry with new relative price tools

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### Author: ![nabalzbhf](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/nabalzbhf/32/3277_2.png) [@nabalzbhf](https://forum.mustachianpost.com/u/nabalzbhf)
#### Post date: [February 14, 2023, 4:17pm UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/22 "2023-02-14T16:17:23Z")

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Doesn’t it automate what you’d typically do with a limit order? I was doing a split spread limit order in the first place, this makes it simpler.

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### Author: ![SwissDanny67](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/swissdanny67/32/9660_2.png) [@SwissDanny67](https://forum.mustachianpost.com/u/SwissDanny67)
#### Post date: [February 28, 2023, 7:51pm UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/24 "2023-02-28T19:51:48Z")

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Hi All. This is great forum. Just testing out IBKR.

The opening process was pretty painless, just that it wasnt clear that it takes (in my case) 24 hours after the account is funded and approved to be able to access “trade”.

Today I played around with routing a couple of '000s money :

- CHF from UBS arrived by lunch and were immediately available within a couple of hours, and presumably can be converted to USD for $2
- USD from (Swiss) Revolut arrived this afternoon but is showing hold and apparently wont be available until next Monday
- Meanwhile Revolut transfers back to UBS were both very quick, the GBP one cost 0.0135% fee as not my base currency, and the CHF one was free. Lesson learnt… dont bother sending money from Revolut to IBKR
- At the moment IKBR is quoting about 0.50% better CHF-\>USD rate too before costs anyway (see update on actual trade below)
- But I’ll continue to use Revolut to ship back GBP rental income way more cheaply than HSBC UK account international transfers.

All this just really confirms the comments around this site, but I thought I’d share. It’s worth working out your best funds routing if like many of us you have accounts here and there for various reasons. D

Update: I actually swapped 1000 CHF for USD and got 1065-2=1063 on IBKR and would have have got 1063 without fee on Revolut, so the actual delta was about 0.2% on the spread, so IBKR is cheaper on any amount above that.

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### Author: ![SwissDanny67](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/swissdanny67/32/9660_2.png) [@SwissDanny67](https://forum.mustachianpost.com/u/SwissDanny67)
#### Post date: [March 3, 2023, 7:43am UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/25 "2023-03-03T07:43:43Z")

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Did anyone manage to add SARON to an IBKR watchlist… the symbol is recognized but it wont add. I could add SMI etc with no problem. No biggie, just thought it would be nice to have there. Thxs.

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### Author: ![Luk\_nuts](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/luk_nuts/32/9302_2.png) [@Luk\_nuts](https://forum.mustachianpost.com/u/Luk_nuts)
#### Post date: [March 3, 2023, 8:42pm UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/26 "2023-03-03T20:42:03Z")

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Is there a way to hide/blur the net liquidation value (NLV) when logging in to do a trade?

Thanks for any help. 🙂

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### Author: ![mabi](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/mabi/32/3568_2.png) [@mabi](https://forum.mustachianpost.com/u/mabi)
#### Post date: [March 7, 2023, 7:00am UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/27 "2023-03-07T07:00:41Z")

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Hi,

Is anyone else seeing small monthly amounts of interests flowing into their CHF cash account on IBKR since 2023? For example I just received for March 1.11 CHF with title “CHF Credit Interest for Feb-2023”? So I was wondering I am receiving interests for the little money I have on my CHF IBKR account? It is surprising because I usually have around 2-3 CHF on it. Then I have on average around 70-90 USD on my IBKR USD cash account. So maybe that interests are on the USD account or both?

And I guess these interests is something I also have to declare in my yearly taxes exactly like I would do for a Swiss bank account?

Cheers!

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### Author: ![Dr.PI](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dr.pi/32/5299_2.png) [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)
#### Post date: [March 7, 2023, 7:23am UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/28 "2023-03-07T07:23:18Z")

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> [@mabi](#):
>
> So I was wondering I am receiving interests for the little money I have on my CHF IBKR account?

I guess you are depositing monthly some CHF funds and it stays there for few days (nights). This could be already enough to earn some interest.

> [@mabi](#):
>
> these interests is something I also have to declare in my yearly taxes exactly like I would do for a Swiss bank account?

Oh yes.

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### Author: ![mabi](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/mabi/32/3568_2.png) [@mabi](https://forum.mustachianpost.com/u/mabi)
#### Post date: [March 7, 2023, 7:27am UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/29 "2023-03-07T07:27:27Z")

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> [@Dr.PI](#):
>
> I guess you are depositing monthly some CHF funds and it stays there for few days (nights). This could be already enough to earn some interest.

I see, that makes sense now. I just was under the impression that there was no interests for smaller amounts (under 100k).

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### Author: ![Dr.PI](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dr.pi/32/5299_2.png) [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)
#### Post date: [March 7, 2023, 7:29am UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/30 "2023-03-07T07:29:19Z")

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It is 0.344% on everything above 10k now.

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### Author: ![ma0](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/ma0/32/3259_2.png) [@ma0](https://forum.mustachianpost.com/u/ma0)
#### Post date: [March 7, 2023, 7:49am UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/31 "2023-03-07T07:49:42Z")

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I wonder how do you easily see that. There isn’t an easy view to see what happens to your capital.

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### Author: ![mabi](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/mabi/32/3568_2.png) [@mabi](https://forum.mustachianpost.com/u/mabi)
#### Post date: [March 7, 2023, 7:56am UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/32 "2023-03-07T07:56:11Z")

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I noticed these interests by checking the MTD activity report where there is a section regarding interests but yes there are no details about the rate for instance, just the amount of interest.

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### Author: ![Fizzy](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/f/e99b99/32.png) [@Fizzy](https://forum.mustachianpost.com/u/Fizzy)
#### Post date: [March 7, 2023, 8:38pm UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/33 "2023-03-07T20:38:13Z")

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I recently received a message that the client agreement is revised. The new version will replace the current one on 3 April 2023. Did somebody have a look at the changes?

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### Author: ![SwissDanny67](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/swissdanny67/32/9660_2.png) [@SwissDanny67](https://forum.mustachianpost.com/u/SwissDanny67)
#### Post date: [March 16, 2023, 7:32am UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/35 "2023-03-16T07:32:25Z")

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Sorry if asked before, I had a look and couldn’t find.  
Is it possible and has anyone experience of transfer ETF positions from IKBR to a Swiss broker?

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### Author: ![Dr.PI](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dr.pi/32/5299_2.png) [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)
#### Post date: [March 30, 2023, 7:16am UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/36 "2023-03-30T07:16:13Z")

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A post was merged into an existing topic: [IBKR GlobalTrader](https://forum.mustachianpost.com/t/ibkr-globaltrader/8109/29)

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### Author: ![johndoe1](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/j/13edae/32.png) [@johndoe1](https://forum.mustachianpost.com/u/johndoe1)
#### Post date: [May 13, 2023, 7:40am UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/37 "2023-05-13T07:40:33Z")

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1. Anyone know how I can compare two or more funds (performance, volatility, correlations etc.) to each other on IBKR?

2. I find IBKRs [list](https://www.interactivebrokers.com/en/pricing/commissions-mutual-funds-non-us.php) of tradeable non-US mutual funds very difficult to navigate, and it seems to show only no-fee mutual funds. I’ve got a hard time finding non-US mutual funds on IBKR. Anyone know some tips?

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### Author: ![Scorpion](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/scorpion/32/2269_2.png) [@Scorpion](https://forum.mustachianpost.com/u/Scorpion)
#### Post date: [May 18, 2023, 1:44pm UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/38 "2023-05-18T13:44:36Z")

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When I’m using the Web Portal with Google Chrome, Safari or Brave browsers, I can’t generate reports (the page stays blank and stuck), just with Firefox works well;

Do you have the same issue?

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### Author: ![KSL](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/ksl/32/9974_2.png) [@KSL](https://forum.mustachianpost.com/u/KSL)
#### Post date: [May 19, 2023, 11:53pm UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/39 "2023-05-19T23:53:33Z")

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Btw IBKR has restricted margin lending withdrawals, for those that use it.  
Part of this great collection of links:

> **[Weekend Reading - How To Protect Your Portfolio: Gold & Bonds](https://www.bankeronwheels.com/how-to-protect-your-portfolio-gold-bonds/)**
>
> Decoding ETF Names & Discovering Tools To Find Them Excellent Interview with Prof. John Y. Campbell on Long-term Investing Decisions What’s the Best-Performing Asset Type During a Recession? Gold - In six of the last eight recessions, gold...

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### Author: ![jay](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/j/ed8c4c/32.png) [@jay](https://forum.mustachianpost.com/u/jay)
#### Post date: [May 20, 2023, 12:54am UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/40 "2023-05-20T00:54:08Z")

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> [@KSL](#):
>
> Btw IBKR has restricted margin lending withdrawals, for those that use it.

This doesn’t seem to apply to Swiss residents. I still see about half my portfolio value as “Cash Available for Withdrawal”.

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### Author: ![kawansky](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/kawansky/32/12982_2.png) [@kawansky](https://forum.mustachianpost.com/u/kawansky)
#### Post date: [June 1, 2023, 8:23am UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/51 "2023-06-01T08:23:03Z")

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Is there a report or a facility on IBKR to generate a report showing the dividend yield and the performance of the various shares/ETFs acquired?

I have the impression that the IBKR reports show the dividend yield and the performance of the shares/ETFs separately. However, I would like to know the compound annual performance of dividends + the yield on my positions. Has anyone found a solution yet?

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### Author: ![FunnyDjo](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/funnydjo/32/3216_2.png) [@FunnyDjo](https://forum.mustachianpost.com/u/FunnyDjo)
#### Post date: [June 1, 2023, 5:23pm UTC](https://forum.mustachianpost.com/t/interactive-brokers-q-a-2026/9780/52 "2023-06-01T17:23:39Z")

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Have you tried on the FlexQueries under the report section ?  
You can display all the dividends perceived during a period,

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