Interactive Brokers

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a complete turnkey solution for

Brokers & FCMs

that provides trading, clearing, and reporting
capability for brokers of all sizes

Broker and FCM accounts at Interactive Brokers give global regulated brokerage companies the means to reduce their operational, brokerage and clearing costs while providing electronic market access worldwide with our professional white branded trading technology.



Brokers enjoy the following benefits:

  • Flexible client billing and reporting options.
  • The ability to fully White Brand statements, customer registration, and informational materials.
  • A User Access Rights system that allows you to assign different managerial roles and client accounts to individual employees within your organization.
  • OATS reporting.
  • Customizable statements and confirms.
  • No long term contract required.
  • Low commission minimum of USD 2,000 per month and upfront deposit of USD 10,000 that is applied towards commissions.
  • Accounts are accepted from residents of all countries except those countries that are prohibited by the US Office of Foreign Assets Control. Click here for a list of available countries.

We offer three different Broker and FCM account structures

Fully Disclosed Broker

  • Fully disclosed brokers provide their clients with customer service and marketing. Broker clients can electronically trade or the broker may input trades for the client.
  • Clients open accounts electronically.
  • Fully disclosed brokers can add Advisor, Proprietary Trading Group STL and Multiple Hedge Fund master accounts to their broker account structure. Each Advisor, Proprietary Trading Group STL and Multiple Hedge Fund master account holder can add client, sub and hedge fund accounts as required.
  • Brokers can trade for themselves in the Proprietary Account for Broker-Dealers.
  • All fees, commission and interest owed to the broker are first sent to the broker's Master account and then swept nightly to the Proprietary Account for Broker-Dealers.
  • Join the Investors' Marketplace and advertise your services to potential clients. The Investors' Marketplace, available on our website or within Account Management, also lets Brokers search for and conduct business with a variety of other third-party services.
Fully Disclosed Broker
PDF Guide
 
Non Disclosed Broker

  • Non-disclosed brokers provide their clients with customer service, marketing, a registration process, and cashiering functions. Broker clients can electronically trade or the broker may input trades for the client.
  • Brokers configure client accounts based on information provided during the application process.
  • Broker users deposit all funds in the Master account and transfer funds between the Master and client accounts.
  • For Non-US Brokers not registered with the US Internal Revenue Service as a QI, you are required to collect limited information from your clients for US tax reporting purposes. In addition, you are also required to collect limited information for market data providers. However, IB remains anonymous to your clients.
  • Brokers can trade for themselves in the Proprietary Account for Broker-Dealers.
  • All fees, commission and interest owed to the broker are first sent to the broker's Master account and then swept nightly to the Proprietary Account for Broker-Dealers.
Non-Disclosed Broker
PDF Guide
 
Omnibus Broker

  • Omnibus brokers provide their clients with customer service, marketing, a registration process, cashiering functions, trade entry, and individual client account record keeping. All trades are combined in a consolidated account, and the broker must enter all client trades.
  • Omnibus brokers indicate buy or sell and open or close flags on each trade. Based on this indicator, the trade is placed in the proper long or short account.
  • Clients do not have access to electronic trading or Account Management functions.
  • Ominbus Brokers deposit all funds in the Master account for trading.
  • Omnibus broker accounts can trade securities products only. They cannot trade commodities products.
  • A non-US Omnibus broker must be registered with the U.S. IRS as a Qualified Intermediary.
Omnibus Broker
PDF Guide
 

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.

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