We Need Your Approval and Signature for Updated Interactive Brokers Account Disclosures

Hi ,

We hope you are enjoying your summer.

New Development:

Interactive Brokers (IB) has recently updated their disclosures regarding your investment account(s).

What You'll Need to Do:

You'll need to log in and e-sign the agreement to update your account.

How You'll Accomplish This:

1. Interactive Brokers has sent out an email with a link you will need to click to start the process. Find that email in your inbox (check your spam file too).
2. The link should say "Click Here to Begin"
3. You'll need to provide your IB account number that starts with a "U" (call us if you need help with this step).
4. You will need to verify your login using your cell phone.
5. IB will text you an access code (have paper and pen ready, the code expires quickly).
6. Once you're logged in, review the disclosures and updated account terms.
7. Type in your full name (including any middle initial) to indicate your agreement and reception of the documents.
8. You've successfully completed the process when you see a green check and a "Thank You" message.

We apologize for any inconvenience this update process has caused. We appreciate your prompt attention in this matter.

Thank you,

Dean Ferraro

949-542-2394

John Ferraro

949-370-3379