Professional Advisors
Our Separately Managed Account (SMA) structure provides advisors with the ability to execute and allocate trades amongst multiple clients from a single order management interface. Numerous direct and indirect client billing options are available. Professional advisors must be registered under local regulatory law (e.g. Registered Investment Advisors (RIA) for US securities and Commodity Trading Advisors (CTA) for US commodities). Advisors who are not registered may apply for a Friends and Family Advisor account, but will be restricted to the number of clients that may be managed (generally 15 or fewer).
- One or more advisor(s) may trade and/or supervise client accounts.
- Multiple advisors can view/modify other advisors' activity.
- Client fees are charged and transferred to the master accounts; IB trade commissions are paid from the master account.
- Advisors may open their own trading account.
- Each Advisor User is assigned a set of User Access Rights (trading, funding, report management, account administration, and user management) as well as jurisdiction over a group of client accounts.
- Advisor(s) allocate trades to client accounts.
- Client users can be provided with the ability to directly fund, view statements and trade.
- Automated allocations based on pre-trade defined criteria.
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