Estate planning at Interactive Brokers
How to protect 12 Interactive Brokers accounts — manage beneficiaries online, fund a trust online, and file death claims
Estate Processing
Phone1-877-442-2757
Fax(312) 984-1017
Mailing Address
Interactive Brokers LLC, Attn: Estate Processing, 10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606
WebsiteNotify online→
Verified May 2026
How your Interactive Brokers investment accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 11 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Beneficiary designations at Interactive Brokers can be managed online and by mail, typically taking 20-30 minutes. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Interactive Brokers provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust online, and review 12 account types at Interactive Brokers.
View details →When someone dies
Death claim process
3-step process, 6 required documents, and contact information for survivors.
View details →Frequently asked questions
Yes. You can open a new Trust account through Client Portal. You will need to provide the trust document or Certificate of Trust, government-issued ID for all trustees, and the trust EIN. Allow 1-2 weeks for account approval. TOD beneficiary designation is also available for non-IRA trust accounts. Note that trusts with more than one trustee are deemed Professional for market data purposes.
No. Interactive Brokers is an online-only brokerage with no physical branch locations. All estate processing is handled remotely via email at estateprocessing@interactivebrokers.com or by fax at (312) 984-1017. Documents can also be mailed to Interactive Brokers LLC, Attn: Estate Processing, 10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606.
Sources
Data sourced from Interactive Brokers primary sources (18 pages reviewed). How we research.
Estate Processing
Phone1-877-442-2757
Fax(312) 984-1017
Mailing Address
Interactive Brokers LLC, Attn: Estate Processing, 10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your Interactive Brokers accounts and other assets with trusts, beneficiary designations, and estate planning documents.
