Welcome Guest ( Log In | Register )

Outline · [ Standard ] · Linear+

 Interactive Brokers (IBKR), IBKR users, welcome!

views
     
sp3d2
post Sep 6 2024, 10:59 AM

Casual
***
Junior Member
471 posts

Joined: Jun 2006


QUOTE(lee82gx @ Sep 6 2024, 10:21 AM)
the most important thing IF IB comes to malaysia is survivorship / estate planning.
You die as individual account holder, hopefully your heir can directly go to their office, present your will and death cert and they transfer the account to the heir.

As of today, you send a pdf to HK office. Imagine the security and possible pitfalls.

I'm also very much looking forward to re-opening a joint account with rights of survivorship with my wife.
As of today if you already have an individual account they treat you like a terrorist / money launderer if you try to do this kind of changes via "chat" or phone call.
*
im 100% agree with you. nowadays im very worried what will happened to all my investment in IBKR should i suddenly die.

my family dont know a thing about how IBKR works.

This post has been edited by sp3d2: Sep 6 2024, 11:00 AM
sp3d2
post Sep 6 2024, 11:39 AM

Casual
***
Junior Member
471 posts

Joined: Jun 2006


QUOTE(TOS @ Sep 6 2024, 11:14 AM)
Include your assets in a will, that would need to be drafted separately from your Malaysia's will (and that of other Commonwealth countries, if any)

If your IBKR account is based in the UK, Australia or Singapore, then no worries, can include them in your will.

If you have kids, expose them to investment world when they start to grow up... at least that's what I plan to do.
*
thanks for your detailed response.

my ibkr is US based, should i transfer it to singapore (as it is the nearest and easiest)?

also what does it mean by 'separate will from Malaysia'? does it mean if let say my IBKR in US, i need to have will approved by US government using US lawyer? and If based in Singapore, i need to have a will using singapore goverment using Singapore lawyer?
sp3d2
post Apr 17 2025, 04:27 PM

Casual
***
Junior Member
471 posts

Joined: Jun 2006


QUOTE(salakiest @ Apr 17 2025, 03:50 PM)
Hey guys, is Interactive Broker the best trading platform for Malaysians who want to trade US stocks and HK stocks?
*
Absolutely yes

 

Change to:
| Lo-Fi Version
0.5178sec    0.48    7 queries    GZIP Disabled
Time is now: 3rd December 2025 - 07:09 PM