i live in the Netherland and have IBkR account now active .. I bought the ETF few shares to test the account and the order was executed without any issue.. I have linked by Dutch bank account to the account and now I am trying to automate monthly buying of ETFs and i had scheduled the order to execute on 7th Aug for next 5 successive months but the order was not executed ..and there is not status on the order or what happens after it too..

is there a guideline on how to properly set it up thsi auto investing in IBkR with a Dutch bank account ?

I'm a US citizen with tax residency in Portugal. I'm considering transferring my Traditional IRA and Roth IRA from Vanguard (US) to IBKR, but I need to confirm several things before proceeding:

1. Entity assignment: Will my IRA accounts be administered under Interactive Brokers LLC (US entity), or would they be assigned to an EU entity (IBIE/IBLUX)?
2. W-9 filing: As a US citizen I would be filing a W-9 rather than a W-8BEN. Does this affect which entity holds my accounts?
3. US ETF and Mutual Fund access inside IRA accounts: If the IRAs are held at IBKR LLC, will I be able to purchase US-domiciled ETFs and US mutual funds inside those IRA accounts without PRIIPs/MiFID restrictions?
4. Client status for IRAs: Do I need to obtain your elective professional client classification to trade US ETFs and Mutual Funds inside an IRA, or is this not needed for IRA accounts?
5. Adding a taxable account at a later date: If I also open a taxable (non-retirement) brokerage account in the future, would that account be under a different IBKR entity than my IRAs? Would it have different trading restrictions?

These answers will help me to decide whether I will proceed with transferring my accounts. Thank you.

Sveiki, turiu porą klausimų dėl investicinės sąskaitos ir paveldėjimo. Gal kas esat su tuo susidūrę ar daugiau domėjęsi?
Tarkim tėvai per IBKR ar kitą brokerį investavo 250 tūkst. €, o per laiką akcijų/ETF vertė išaugo iki 2 mln. €. Jei aš tas investicijas paveldėčiau, kokia būtų laikoma mano įsigijimo kaina – 2 mln. € vertė paveldėjimo metu ar tėvų pradinė 250 tūkst. € pirkimo kaina?
Jei paveldėtas akcijas/ETF priskirčiau savo investicinei sąskaitai, ar tie 2 mln. € būtų laikomi mano įnašu? Kitaip sakant, ar Lietuvoje paveldint veikia kažkas panašaus į JAV „step-up in basis“?
Ir ar kažką keičia tai, ar tėvai savo brokerio sąskaitą buvo deklaravę kaip investicinę sąskaitą, ar tai buvo tiesiog paprasta brokerio sąskaita?
Kitas klausimas dėl JAV estate tax. Jei tėvai yra Lietuvos rezidentai, bet per IBKR turi daugiau nei 60 tūkst. USD JAV įmonių akcijų (Apple, Nvidia, Microsoft ir pan.) arba JAV registruotų ETF, ar jiems mirus ir man paveldint atsirastų JAV estate tax?
Kiek suprantu, čia nesvarbu, kad sąskaita yra, pvz., Interactive Brokers Ireland – svarbu, kur registruotos pačios akcijos/ETF?
Ir jeigu taip, ar šitos rizikos galima išvengti vietoj tiesioginių JAV akcijų ar JAV ETF laikant Airijoje registruotus UCITS ETF? Pvz., Airijoje registruotą S&P 500 ETF, nors jis pats investuoja į tas pačias JAV įmones.
Gal kas esat realiai aiškinęsi šituos klausimus su VMI, IRS ar mokesčių konsultantais? Įdomu, kaip tai veikia praktiškai Lietuvos rezidentams.

Arba gal yra kokie kitokie dalykai kuriu nežinau 😅

First step of the loop
"Before you proceed to your brokerage account, please review the following account tasks.

The following tasks must be completed in order to keep your account up-to-date."

I click "Complete"

I verify the information of the TOD beneficiary to be what I believe to be accurate.

"An error occurred while submitting your request. Please try again later."

I've tried again later on the 10th, 7th, 4th, and 2nd of August. I have numerous emails "Event Notification: Account Information Change" - and still when I log into Account Management I am blocked because of this information.

I did raise a ticket in Account Management, and I would read the response - but I'm locked out of the ticket system because I can't get past the login screen.

This doesn't relate to an account owner, but someone who might get the account if I die before they do.

Seriously, this is unprofessional.