Open A Free Account

There are three steps you need to take in order to set up a free account, send money and start auto-trading.

First, you need to set up a free automated trading account with our roboadviser, then make an online deposit instruction and finally you can transfer the money online from your bank.

Step one

- You need to set up a free roboadviser account with themoneypouch.com 

Step two

- You need to write an online deposit notification instruction, so that Interactive Brokers can connect to your account that you want to send your money from.

Step three

- The wire instruction. This is the international money transfer from your local bank or currency account to Interactive Brokers. 

 

We accept USD, EUR, JPY, GBP, AED (UAE Dirham), QAR (Qatari Rial), AUD, CAD, CHF, Singapore Dollar, Israeli Shekel (ILS), Chinese Remnimbi (CNH), HKD, NZD, Mexican Peso (MXN), Czech Koruna (CZK), Hungarian Forint (HUF), Danish Krone (DKK), Swedish Krona (SEK) directly. Email us for other currencies.

We can also accept most other currencies indirectly, via our partner, Currencies Direct.

All currencies will be converted to US Dollars before they are invested.

 

STEP ONE

Set Up a Free Account with Our Roboadviser

 

First, you need to answer a short questionnaire with our roboadviser, themoneypouch.com. This will enable us to understand your risk tolerance to stock market fluctuations. This is our "stress monitor", so that you are more comfortable with investing with us. 

 

 

STEP TWO

How to Create a Deposit Notification

 

Before you do an international money transfer, you first need to log-in to your account here at Hudson James Client Log-in. You need to type in an online deposit notification instruction to allow Interactive Brokers to connect to your account before you send  money online. 

WATCH OUR VIDEO GUIDE BELOW

 

Depositing Funds

The Fund Transfers page lets you notify us of a deposit of funds into your account. A deposit notification does not actually move funds; you must make arrangements with your bank or broker to deposit the funds.

We support the following types of deposits: Almost of all our clients will send money by wire transfer either via bank to bank transfer or via a currency broker such as currencies direct (see link above) to get the best exchange rate fees.

Wire. Check (all checks, including retirement checks)

Deposit notifications are easy to complete. All required information appears as a form that you complete on a single page - as you fill in a field or make a selection, the next part of the notification form appears.

To notify us of a deposit

  1. Click Funding > Fund Transfers.
  2. If you have a master account, use the Account Selector to search for client or sub accounts by Account ID, Account Title or Account Alias, then select the desired client or sub account.
  1. In the Transaction Type list, select Deposit.

  1. Select your currency from the Currency list.

  1. In the Method list, select a deposit type.

  1. Type the amount of your intended deposit in the Amount field. Note that you do not enter an amount when you first set up an ACH Initiated At IB or Canadian EFT deposit.

  1. You are asked if you want to use previously saved bank information.

Select one of the following:

  • Yes - Use saved bank information for new transfer request 
    Select this option if you want to use previously saved bank information for this deposit request.
  • No - Create new transfer request with new bank information 
    Select this option if you want to save new bank information for this deposit request. This option is automatically selected if you do not have any saved any bank information.
  • No - Create new bank information only 
    Select this option if you only want to create new saved bank information without transferring any funds (for example, if you are a non-US customer who is closing an account).

If you select either No option, complete all the fields that appear, which vary depending on the withdrawal method you selected.

The fields vary depending on your previous selections.

  1. Be sure to enter a Name for the bank instruction that will be saved with your bank information. You will be able to use this bank instruction for future deposit notifications without having to re-enter your bank information.

Note:  You can view all of your saved bank instructions on the Bank Information page.

  1. Decide if you want to save the information as a recurring transaction.

If you would like to save this as a recurring transaction, click Yes, then complete all the fields and selections in that section.

Note:  You can view all of your saved recurring transactions on the Recurring Transactions page.

If you do not want to save this transaction as a recurring transaction, click No.

  1. Click Continue to submit your deposit notification.

    Or click Cancel to cancel the transaction.

Depending on the type of deposit notification you selected, a page appears with additional instructions that describe what you need to provide to your bank to complete the actual deposit of funds.

  1. Click Funding > View Transaction History at any time to view the status of your deposit notification.

For more information

  • Funding Reference - pages on our website that provide complete details on all funding transactions.
  •  

STEP THREE

How to Wire Money Online

How to Wire Money / Transfer Money online to your new Interactive Brokers Account managed by Hudson James Investment Management.

When you transfer money to the account, please ensure you quote your Hudson James Account Reference Number.

Instructions for Wire Transfer:
 
You must notify your bank to send a wire. All incoming wires must have the account holder's name (both names if a joint account).
 
Depending on your bank, please allow one to four business days for your funds to be received. For security reasons, incoming funds are held for ten business days before you can withdraw the funds.
 
Use the chart below to determine where to have your bank send the wire transfer, based on the currency of the funds being sent.
 
For wires originating in the same country as the receiving bank listed below, please instruct your bank to send funds via the in-country payment system(s). For wires originating outside the country of the receiving bank, instruct your bank to send funds via SWIFT. Line 59 of the SWIFT message should include Interactive Brokers LLC Bank Account Number at Citibank and Line 70 of the SWIFT message should include your name (IB Account Holder's Name).
 
 
Wire Transfer Instructions. Please choose your SENDING currency below. 
 

If funds wired in U.S. Dollars:

Citibank, N.A. (New York Branch)

111 Wall Street, 19th Floor

New York, NY 10043

United States of America

ABA Number: 021000089

SWIFT BIC Code: CITIUS 33

 

Interactive Brokers LLC

Bank Account No. 40806826

For further credit to: [Insert All Account Holder Name(s)

 

If funds wired in Australian Dollars:

Bank of America, N.A. (Sydney Branch)

Level 64, MLC Centre, 19 Martin Place,

SYDNEY NSW AUSTRALIA 2000

BSB Code: 232-001

SWIFT BIC Code: BOFFAAUSX

 

Interactive Brokers LLC

Bank Account No. 15344028

For further credit to: [Insert All Account Holder Name(s)

 

If funds wired in Canadian Dollars:

Royal Bank of Canada (RBC)

180 Wellington St. W. Toronto, ON M5J1J1

Canada

SWIFT BIC Code: ROYCCAT2

Transit: 09591

Institution: 0003

 

Interactive Brokers LLC

Bank Account No. 095911034289

Wire Beneficiary Address:

Interactive Brokers,

1 Pickwick Plaza,

Greenwich, CT, 06831 United States

For further credit to: [Insert All Account Holder Name(s)

 

If funds wired in Swiss Francs:

Citibank, N.A. (London Branch)

336 Strand, London WC2R 1HB

United Kingdom

Sort Code: 185008

SWIFT BIC Code: CITI GB 2L

 

Interactive Brokers LLC

Bank Account No. 10569674

Int'l Bank Acct No. (IBAN):

GB35CITI18500810569674

For further credit to: [Insert All Account Holder Name(s)

 

If funds wired in British Pounds:

Citibank, N.A. (London Branch)

336 Strand, London WC2R 1HB

United Kingdom

Sort Code: 185008

SWIFT BIC Code: CITIGB 2L

 

Interactive Brokers LLC

Bank Account No. 12304430

Int'l Bank Acct No. (IBAN):

GB70CITI18500808774544

For further credit to: [Insert All Account Holder Name(s)

 

If funds wired in Euros:

Citigroup Global Markets Deutschland AG & Co.

REUTERWEG 16 60323 FRANKFURT AM MAIN

GERMANY

FRANKFURT AM MAIN

BLZ No.: 50210900

SWIFT BIC Code: CITIDE FF

 

Interactive Brokers LLC

Bank Account No. 0215520013

Int'l Bank Acct No. (IBAN):

DE21502109000119754038

For further credit to: [Insert All Account Holder Name(s)

 

If funds wired in Hong Kong Dollars:

Citibank, N.A. (Hong Kong Branch)

9/F Two Harbourfront

22 Tak Fung Street Hunghom

Hong Kong

CHATS Code: 006/391

SWIFT BIC Code: CITIHK HX

 

Interactive Brokers LLC

Bank Account No. 17739993

For further credit to: [Insert All Account Holder Name(s)

 

If funds wired in Japanese Yen:

Citibank Japan (Ltd.) Honten Branch

Citigroup Center 2-3-14 Higashi Shinagawa

Shinagawa-ku, Tokyo Japan zip-code: 140-8639

SWIFT BIC Code: CITI JPJT

 

Interactive Brokers LLC

Bank Account No. 0159170403

For further credit to: [Insert All Account Holder Name(s)

 

If funds wired in Swedish Crona:

Skandinaviska Enskilda Banken AB

SKANDINAVSKA ENSKILDA BANKEN

KUNGSTRÄDGÅRDSGATAN 8

106 40 STOCKHOLM

SWIFT BIC Code: ESSESESS

 

Interactive Brokers LLC

Bank Account No. at S-E Banken:

SE8850000000055558500891

For further credit to: [Insert All Account Holder Name(s)

 

If funds wired in New Zealand Dollars:

Citibank, N.A. (Auckland)

23 Customs Street East Level II,

Citibank Centre,

Auckland, New Zealand

NZ Bank Code: 312840

SWIFT BIC Code: CITINZ2X

 

Interactive Brokers LLC

Bank Account No.:

312840003254901

For further credit to: [Insert All Account Holder Name(s)