Asset Classes

Free investment financial education

Language

Multilingual content from IBKR

Close Navigation
Learn more about IBKR accounts

Friends and Family Group Account

Trading Term

An Interactive Brokers account structure designed for customers who manage 15 or fewer multiple accounts of varying types. Only Advisors who are exempt from registration are eligible to open an IBKR Friends & Family account. Generally, most jurisdictions require that an advisor have 15 or fewer clients in order to qualify for exemption from registration. However, registration requirements can vary among jurisdictions. For example, advisors residing in the US may be required to register under either State or Federal law if they meet certain criteria (e.g., total assets under management, number of clients, whether they receive compensation, etc.).

IBKR Campus Newsletters

This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.