Information for Individuals and Friends & Family Advisor

Interactive Brokers offers two types of account structures for individuals and small businesses: a Single Account and a Friends & Family Advisor Account for clients who wish to manage multiple accounts with one login.

 


  • One or more users manage a single account.
  • Individual, Joint, Trust, IRA, Corporate, Partnership, Limited Liability Corporation and Unincorporated entity types are available.
  • Must be 21 or older to open a margin account, 18 or older to open a cash account.
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  • Client fees may be charged by the Advisor User with the agreement of the client.
  • Friends & Family Advisor accounts are generally restricted to 15 or fewer client accounts (limited by state regulators). Larger accounts must be opened under our Professional Advisor program and applicants must be registered as a Registered Investment Advisor (RIA) or a Commodity Trading Advisor (CTA).
  • Individual, Joint, Trust, IRA, Corporate, Partnership, Limited Liability Corporation and Unincorporated legal structures are available.
  • Must be 21 or older to open a margin account, 18 or older to open a cash account.
  • Customers who wish to trade on behalf of their children are encouraged to open a Friends & Family Advisor Account with a Trust client account for each child.
  • 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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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