Professional Advisors
Our Professional Advisor Account structure allows advisors to manage both Separately Managed Accounts (SMA) and Investor Fund Accounts under the same umbrella. Numerous direct and indirect client billing options are available. Professional advisors that 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).
- 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.
- Separately Managed Accounts (SMA) and Investor Fund Accounts under the same umbrella.
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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