Interactive Brokers

Account Services Highlights

PDF
Create a PDF of this page to save or print.

Account Services

Corporate Actions

IB provides all of the tools you need to understand and participate in corporate actions.
More...

IB Universal Account

Interactive Brokers' Universal Account allows you to trade multiple products around the world from a single account.
More...

IB Custody Services

Institutions who want to trade through IB but are prohibited from depositing margin collateral directly with a broker/dealer can open an IB Custody Account.
More...

Partner Referral Program

Our Partner Referral program allows individuals or entities, customers or non-customers to refer clients to IB and receive payouts for eligible client referrals.
More...

Portfolio Margin

Portfolio Margin uses a risk-based model that determines margin requirements based on historical volatility by valuing a specific portfolio over a range of underlying price and volatility moves.
More...

Post Trade Allocations

Quickly allocate U.S. stock and option orders post-trade using IB's intuitive web-based Post Trade Allocation tool.
More...

Soft Dollars

Interactive Brokers' Soft Dollar Commission Program gives hedge and mutual funds and Professional Advisors the flexibility to offset the costs of purchasing approved research products and services using soft dollars.
More...

Stock Yield Enhancement Program

Earn extra income on the fully-paid shares of stock held in your account.
More...

Tax Reporting

Interactive Brokers provides a variety of useful tools and information for your tax reporting needs.
More...

Trade Desks

IB offers broker-assisted trading through our Options, US Corporate Bond and US Municipal Bond Trade Desks. Broker assisted trading is ideal when you are away from your computer, or if you just want another set of eyes watching your orders and updating you on market changes.
More...

Trader Referral Program

The Trader Referral Program lets you send an invitation to somebody you know to open an Interactive Brokers account, and in return you receive a bonus of up to $200. There is no limit to the number of referral bonuses you can receive.
More...

Account Management

Linked Accounts

Interactive Brokers lets Single account holders link multiple accounts together under a single username and password.
More...

Statements & Reports

Activity Statements contain information about your account activity, including position and cash balances and transactions.
More...

Tax Optimizer

With recent changes in IRS tax reporting rules, managing your gains and losses for tax purposes has never been more important.
More...

User Access Rights

Our robust User Access Rights system lets you match your IB account access to the controls that you've set up in your own organization.
More...

Hedge Fund Capital Introduction Program

Interactive Brokers' Hedge Fund Capital Introduction Program is an online version of a traditional Capital Introduction program and is designed to allow Hedge Funds who use IB as their exclusive Prime Broker to market their Funds to IB customers who are Accredited Investors and Qualified Purchasers.
More...

 

Any trading symbols displayed are for illustrative purposes only and are not intended to portray a recommendation.

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC