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Client Fees

The Client Fees page lets advisors and brokers specify fees for products and currencies for their clients' accounts.

Who Can Access the Client Fees Page?

Advisor Client Fees

Advisors can charge the following types of fees to their clients:

No fee - The advisor does not charge a client fee.
Automatic billing - An IB-calculated advisor fee is automatically billed to the client's account with blanket client authorization using one method or a combination of several methods.
Direct billing - The advisor bills the client directly and no funds are removed from the client's account.
Fee per trade - For non-US advisors and commodity-registered advisors in the US and US protectorates (futures only).

Advisors can also submit electronic invoices in Account Management for client fees based on automatic billing.

Broker Client Fees

Brokers can specify a global fee schedule for all client accounts or set individual fee schedules that apply to specific client accounts. If no fee schedule is set for individual client accounts, then the global fee schedule applies.

Brokers can charge the following types of fees to their clients:

Minimum and maximum fee per trade
Client markups
Absolute fees for specific products and exchanges
Pass-through fees
Interest markups and markdowns

Brokers can also submit electronic invoices in Account Management for client fees based on automatic billing.

For more information...