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a complete turnkey solution for

Professional Advisors

that provides trading, clearing, and reporting
capability for advisors of all sizes

Our Professional Advisor accounts let Professional Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs) execute and allocate trades among multiple clients from a single order management interface.


Professional advisors who manage client accounts in excess of state registration minimums (generally 16 or more accounts and US $25 million in assets) must be registered under local regulatory law (e.g. Registered Investment Advisors (RIA) for US securities and Commodity Trading Advisors (CTA) for US commodities).

Professional Advisors enjoy the following benefits:

  • Manage all your client accounts and trading from our comprehensive suite of tools.
  • Assume the role of Wealth Manager by assigning registered Money Managers to multiple clients for trading purposes.
  • Automate multi-client trade allocations and portfolio rebalancing.
  • White Brand statements, customer registration and other informational materials with your own organization's identity.
  • Create professional, client-ready performance presentations with PortfolioAnalyst.
  • Configure access rights to assign different managerial roles and client accounts to individual employees within your organization using our flexible User Access Rights system.
  • Access stocks, options, futures, forex and bonds electronically on over 100 markets worldwide from a single account.
  • Enjoy the security of Interactive Brokers' financial strength – we have $4.6 billion in equity capital*.

Professional Advisor Structure Chart:


Advisor Chart Structure

Advisors Getting Started Guide How to Become a RIA PDF Guide

For information regarding your account, contact Interactive Brokers by clicking here.

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300

* Includes Interactive Brokers Group and its affiliates.