If you invest with Interactive Brokers and recently found out that your balance appears to be lower than it should be, there are steps you should take. The first step is to have an Interactive Brokers representative open an investigation. If you aren't happy with the findings, you can always file a FINRA or SEC complaint.
If you have an active Interactive Brokers account, you're probably checking it a lot to see how your investments are doing. If your account showed the wrong balance when you last did that, you are probably eager to find out what the problem is and if there's anything you can do about it. Read on to learn what to do.
There are plenty of possible reasons for the balance issue. For one thing, your investments could simply have lost more money than you expected. Software problems or unexpected side effects from updates could do it too. You may have been hit with a fee you didn't know to expect.
There's no better way to find out than by asking an Interactive Brokers customer service representative. They will launch an investigation into the problem. Odds are that it will be quickly resolved to your satisfaction. You can talk to an Interactive Brokers representative by phone, email, or on the help forum.
The Financial Industry Regulatory Authority, or FINRA, is a private corporation that serves as a self-regulatory body for the U.S. securities industry. If you are not happy with Interactive Brokers' findings, you have the right to file a FINRA complaint. Take these steps:
The SEC, or U.S. Securities and Exchange Commission, is the government agency that regulates the U.S. securities industry. Take these steps to file an SEC complaint:
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