Limited Power Of Attorney Trading Authorization (Page 2 of 4) in pdf

Interactive Brokers

Power of Attorney – Financial Advisors

Page 2 of 4

Agent’s Fax Number:

________________________________________________________

Agent’s E-Mail Address:

________________________________________________________

Agent’s Country

of Citizenship:

________________________________________________________

If Agent is a U.S. citizen,

Agent’s social security

number:

________________________________________________________

If Agent is not a U.S. citizen,

provide one of the following:

National Identity Card Number: ________________________________________________

Passport Number:

________________________________________________

Driver's License Number:

________________________________________________

Alien Identification Number:

________________________________________________

Terms and Conditions:

General:

Customer (or Customers in the case of joint accounts) (hereinafter “Customer”), is the registered owner of

the account(listed above and authorizes the person listed above to act as authorized Agent. The terms and

conditions herein are addition to the provisions of all other agreements between Interactive Brokers and

Customer or Agent. The agreements applicable to Customer’s account(s) will govern all orders and

transactions, and Agent is bound by all terms of those agreements.

Agent’s Authority:

This agreement authorizes Interactive Brokers to accept certain instructions of the Agent on behalf of the

Customer. This authorization will be applicable to all assets Customer holds in all Interactive Brokers

accounts identified above or for which Agent has been designated. Customer hereby authorizes Agent to

inquire in, trade, buy, sell (including short sales), exchange, convert, tender, trade, or otherwise acquire or

dispose of stocks, bonds, options, securities, futures, security futures, foreign exchange and any other

investments, on margin or otherwise, for and at the risk of the Customer. Customer understands that a

commission will be charged to the account each time a trade is effected.

The Agent is also authorized to inquire about and receive information regarding the account(s) or activity or

assets in account(s).

This Limited Power of Attorney does not authorize Agent to deposit funds and assets to the Customer’s

account(s); or redeem or withdraw funds or assets from the Customer’s account; or to initiate transfers

(including inter-broker transfers), rollovers, Roth IRA conversions, IRA recharacterizations or other transfers

of assets between and among Customer accounts. This Limited Power of Attorney does not authorize

Agent to change Customer’s username or password or add, delete or change Customer or account

information.

Interactive Brokers is authorized, but not required to, conduct further inquiry or seek authorization from the

Customer further clarification from Agent or Customer regarding any instruction from Agent for Customer’s

account(s). Interactive Brokers reserves the right, in it sole discretion, to refuse to honor particular

instructions from Agent, or to no longer honor instructions or requests for information from Agent. Customer

and Agent acknowledge that all information provided by either of them on this form, or otherwise provided to

Interactive Brokers in the application process, is subject to verification, and Customer and Agent authorize

Interactive Brokers to verify all information through the use of credit agencies or any other customary or

reasonable means.

Version 1/24/2005

Limited Power Of Attorney Trading Authorization Page 2

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