perk
New
Interactive Brokers (IBKR) logo

IBKR Referral: Up to US$1,000 in IBKR Stock for New Clients

Open a new Interactive Brokers account through this referral link. In the year after your first deposit, IBKR awards US$1 of Interactive Brokers Group Class A stock for every US$300 of net deposits (cash, or assets transferred in at fair market value), up to US$1,000. There is no minimum deposit. Withdrawals in that year take shares back, each award is locked for one year from its award date, and unvested shares are forfeited if the account is closed. Residents of mainland China, Japan, Spain, Portugal, Denmark, Israel and Poland are ineligible. Investing involves risk of loss; this is not investment advice.

Read our full assessment →

Quick answer

Use the referral link for the Interactive Brokers (IBKR) offer. New eligible customers can get Up to US$1k stock after meeting the requirement: No minimum deposit: US$1 of IBKR stock per US$300 of net deposits in the year after your first deposit, up to US$1,000 (US$300,000 net); withdrawals in that year reduce the award. Last verified 2026-10-13.

Reward
Up to US$1k stock
Referral code
No code required
Last verified
2026-10-13
Difficulty
Medium
Time to claim
Online application, plus identity verification and funding; IBKR does not publish an approval time
Time to payout
Shares build up as net deposits arrive in the year after your first deposit (the share count updates daily and is fixed when that year ends); each award is locked for 1 year from its award date

Ad / referral links — we may earn a bonus when you sign up.

How to claim

  1. Check you are eligible: you have never held an IBKR account, and you are not resident in mainland China, Japan, Spain, Portugal, Denmark, Israel or Poland.
  2. Tap Claim above so you apply through the IBKR referral link. IBKR's terms require you to apply as the invitation directs, so use the link for your first application.
  3. Complete the application, upload proof of identity and address, and finish one of IBKR Hong Kong's identity-verification methods (for example, linking a Hong Kong bank account in your name).
  4. Once approved, deposit cash or transfer in assets. In the year after your first deposit, every US$300 of net deposits adds US$1 of IBKR stock (shown as Welcome Share Balance), up to US$1,000.
  5. Keep the money in for that year if you want the full award: withdrawals take shares back, and each award stays locked for one year from its award date.

Eligibility & requirements

  • Apply through the referral link above. You must never have held an IBKR account before the invitation, and the award is given once only.
  • Not eligible: residents of mainland China, Japan, Spain, Portugal, Denmark, Israel and Poland; tax-advantaged accounts; accounts at IBKR Canada or India; family members of, or people at the same address as, the person who invited you.
  • Award: US$1 of Interactive Brokers Group Class A stock per US$300 (or equivalent) of net deposits in the year after your first deposit, up to US$1,000. Cash and transferred assets (at fair market value) both count; there is no minimum deposit.
  • Withdrawals or transfers out during that year remove shares first in, first out, in proportion to the amount withdrawn. When the year ends, the share count is fixed.
  • Each award is locked for one year from its award date: it cannot be sold, transferred out or used to settle derivatives. Unvested shares are forfeited if the account is closed or not in good standing.
  • IBKR may sell award shares to meet margin requirements, may withhold shares for tax, and may reclaim shares (or their value) even after the lock-up if it finds the terms were not met. Tax reporting on the award is your responsibility.
  • Investing in stocks and other products can fall in value; you can lose money. This is not investment advice.

Verification notes

Minimum spend/deposit
No minimum deposit: US$1 of IBKR stock per US$300 of net deposits in the year after your first deposit, up to US$1,000 (US$300,000 net); withdrawals in that year reduce the award
Last verified
13 October 2026

Provider terms can change without warning. Treat this as a verification snapshot and confirm the live terms before applying.

Pros

  • No minimum deposit: a published formula of US$1 of IBKR stock per US$300 of net deposits, up to US$1,000.
  • Shares transferred in from another broker count towards the award.
  • Tapping Claim applies through the referral link, so the invite attaches.
  • No platform fee, minimum balance or inactivity fee; Hong Kong stocks from 0.08% (minimum HK$18) on fixed pricing.

Watch out for

  • Worth about 0.33% of net deposits (about HK$333 on HK$100,000 at HK$7.80 per US$1); the full US$1,000 needs US$300,000 net.
  • Paid in IBKR stock, not cash; its value moves with the share price and each award is locked for a year.
  • First-year withdrawals take shares back, and closing the account during a lock-up forfeits unvested shares.
  • Complex platform, and Hong Kong rules require passkey login.
  • Several residencies are excluded; IBKR can change or end the programme at any time.

FAQ

What does a new IBKR client get from this referral?
US$1 of Interactive Brokers Group Class A stock for every US$300 of net deposits in the year after your first deposit, up to US$1,000. Cash and assets transferred in both count.
Is there a minimum deposit or a balance to keep?
No. The terms set no minimum deposit and no balance to maintain; the award scales with first-year net deposits. At HK$7.80 per US$1, HK$100,000 (about US$12,821) earns about US$42.7 of stock, US$30,000 earns US$100, and US$300,000 earns the US$1,000 cap. Withdrawals in that first year reduce it.
Is the award cash?
No. It is IBKR stock, priced at the closing price on each deposit day, so its value moves with the share price. Each award is locked for one year from its award date, and capital remains at market risk.
When can I sell the award shares?
One year after each award date. If the account is closed or not in good standing before then, unvested shares are forfeited.
Who can't use this IBKR referral?
Anyone who has held an IBKR account before; residents of mainland China, Japan, Spain, Portugal, Denmark, Israel and Poland; tax-advantaged accounts and IBKR Canada or India accounts; and family members of, or people at the same address as, the person who invited you.
Is this investment advice?
No. Investing involves risk of loss; compare fees, products and whether IBKR fits your needs before funding.
ReferralInvestingBrokerUSDHong Kong

Related offers

StashAway Hong Kong logo

Provider

StashAway Hong Kong

6 months fee-free
New

Sign up to StashAway Hong Kong through this invite link and, within 30 days, make your first deposit of at least HK$10,000 (or US$1,300) from a Hong Kong bank account in your own name: you get 6 months without management fees on up to HK$50,000 in your investment portfolios, worth up to about HK$200 at the 0.8% rate. It is a fee waiver, not cash; ETF fees and currency conversion fees still apply. For people aged 18+ without an existing StashAway account; US citizens can't apply. StashAway Hong Kong Limited is licensed by the SFC (CE No. BQE542). Investing involves risk; this is not investment advice.

Requirement: First deposit of at least HK$10,000 (or US$1,300) from a Hong Kong bank account in your own name, within 30 days of registering; the waiver then covers up to HK$50,000 in investment portfolios for 6 months

MediumSign up, then fund within 30 days; deposits are usually invested within 2-3 working daysPayout Waiver applies once you qualify (sign up via the link, fund within 30 days); StashAway does not publish the exact start date

Verified 13 October 2026

See how to claim →
Forthright Securities (方德證券) logo

Provider

Forthright Securities (方德證券)

HK$2,550 coupons
New

Open a Forthright Securities (方德證券) account through our invite link; invite code JP6HO fills in automatically. Forthright is an SFC-licensed Hong Kong broker (CE BGP713) for Hong Kong and US stocks. Get your first account approved between 1 and 30 November 2026, download the 方德智投 app and make a first net deposit of HK$10,000 by 30 November, 23:59 for HK$2,550 of rewards. HK$1,150 arrives straight away: an HK$800 IPO fee-waiver card, HK$200 of Hong Kong and US trading coupons and HK$150 of US-option commission coupons. The other HK$1,400 unlocks while you keep the deposit in: half of HK$1,000 of trading coupons after 30 days, the rest plus HK$400 of US-option trading coupons after 60 days. None of it is cash: each coupon only pays back when you place a trade. A first net deposit of HK$100,000 adds HK$1,100 of trading coupons and a tablet Forthright values at HK$5,880, which needs the money kept 180 days and 10 buy trades of at least HK$30,000 each, for HK$9,530 in all. The invite page's "up to HK$16,400+" needs HK$8 million or more. "Zero commission" still carries an HK$25 platform fee per Hong Kong order. Investing involves risk and you can lose money; this is not investment advice.

Requirement: First net deposit of HK$10,000 by 30 November 2026, 23:59, kept every day for 60 days to unlock everything; the second tier needs a first net deposit of HK$100,000, and its tablet needs the money kept 180 days plus 10 buy trades of HK$30,000 or more

MediumApply online in the app; approval normally takes up to 3 working days when your documents are complete, then a HK$10,000+ depositPayout HK$1,150 (the IPO card, HK$200 of trading coupons and HK$150 of option commission coupons) goes to My Coupons (我的卡券) once your first net deposit reaches HK$10,000. Half the next HK$1,000 of trading coupons unlocks after 30 days of holding and the rest, with the HK$400 of option trading coupons, after 60 days (29 December and 28 January 2027 if you qualify on 30 November). Each batch is valid for 60 days.

Verified 1 November 2026 · Ends 30 November 2026

See how to claim →
Syfe Hong Kong logo

Provider

Syfe Hong Kong

Up to HK$3,500
New

Open a Syfe Hong Kong account with invitation code HKRPVGSDGH and make a first investment of at least HK$100,000 for HK$600. Larger first investments earn HK$1,000 (HK$200,000+), HK$2,000 (HK$500,000+) or HK$3,500 (HK$1,000,000+). Fund within 14 days of opening, then keep the money in for a 120-day lock-in: a withdrawal or internal transfer that takes the portfolio below your first deposit ends the offer. The reward is then credited into your portfolio, not given as a fee discount. After 120 days of management fees, the HK$600 tier nets about HK$386. Syfe Hong Kong Limited is licensed by the SFC (CE No. BRQ741). Investing involves risk; this is not investment advice.

Requirement: First investment of at least HK$100,000 (HK$600); HK$200,000 → HK$1,000, HK$500,000 → HK$2,000, HK$1,000,000+ → HK$3,500. Fund within 14 days of opening and stay at or above your first deposit for the 120-day lock-in

MediumOpen online (instant verification with iAM Smart), fund within 14 days, then a 120-day lock-inPayout After the 120-day lock-in, credited into your most recently funded portfolio; Syfe's terms don't say exactly when the 120 days start

Verified 13 October 2026

See how to claim →

Added 23 September 2026 · Last updated 13 October 2026. Offers and terms change frequently - always confirm on the provider's site before applying.