Yes, that’s more or less exactly what I did.
Could you please describe in a bit more detail your approach to buying and selling ultra-short bond fund ETFs to qualify? Did you buy something like VBIL and hold it for a month and then sell and buy SGOV? And repeat? Were you doing this so your top 40 trades for the year met their requirements? Or did you do something different?
I recently opened an IBKR account and I am doing regular investing, and I also want to be qualified as professional investor.
When I first did this, I’d done the trading in my U.S. IBKR account before making the move, but when I later had to requalify, I sent them trading from an outside account.
Do you have to do that or can you show them your US brokerage statements (e.g. Fidelity for example)?
Statistics: Posted by EddyB — Wed Jan 21, 2026 11:01 am — Replies 15 — Views 3221