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Low cost, breadth of product, and technology innovation consistently drive our progress at IB, and continue to provide unique advantages to our customers. We've highlighted several of our recent developments below, and invite you to visit us at interactivebrokers.com to learn more. |
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Do Your Friend a Favor
As an IB customer, you already know that Interactive Brokers offers low cost, best execution and direct market access to over 100 market centers worldwide. In fact, we were ranked Best Online Broker by Barron's in 20121, including being named Low Cost Broker for the eighth year in a row.2 Now our customers can share those advantages with their friends and earn extra money at the same time.
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With our new Trader Referral Program*, IB customers who
invite a friend to open an Interactive Brokers account can earn up to $200.
Our US-based customers will earn a flat fee of $200 for each referred person who maintains an active IB account for one year. Our non-US customers will earn 30% of commissions for the referred account up to $200. Refer as many friends as you can and receive a bonus for each referred person.
To participate, log into Account Management and access Trader Referral from the Manage Account menu. Enter the name and email address of a friend and IB will send them an electronic invitation to open an account.
*This offer is not currently available to customers who reside in Spain.
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Examine Our Institutional Offerings
Many of our individual customers work for firms that could benefit from IB's services. We provide full-service institutional offerings for professional advisors, registered brokers and FCMs, proprietary trading groups, hedge and mutual funds. Our EmployeeTrack account for compliance groups tracks and reports employee trade activity.
We encourage you to take a look at our Institutional  web site and see if our comprehensive offerings might benefit your firm.
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Tax Optimizer: Year to Date Summary
Tax Optimizer allows customers to match sales and purchases and see the impact of such matches on capital gains and losses. We have recently added the YTD Summary, which will display the Year-to-Date Realized and Unrealized P&L by underlying (i.e. all P&L across AAPL stocks, options, etc will be grouped under AAPL). Unrealized P&L is calculated using the previous market close price and is not calculated for positions opened in the current day.
For more information on managing your capital gains with the IB Tax Optimizer, see the Tax Optimizer Users' Guide .
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Technical Updates
Efforts over the past several months have resulted in many enhancements to our trading technology. The top enhancements described below are just a few of the latest group of updates. Please visit the Documentation section of IB's Traders' University for a comprehensive list of all technology release updates.
TWS
- Financial Summary Fundamentals
Reuters subscribers can access the new Financial Summary view from the Fundamentals window. The Financial Summary displays a six-year chart in the top half of the window, and a table in the bottom half showing annual and quarterly Revenue, EPA, and Dividends for 24 quarters. Checkboxes along the top of the chart allow you to easily plot or hide the stock price, revenue, EPS, and dividends. A pull-down toggle lets you quickly change the display to show quarterly values or trailing 12 months of data. Hold your mouse over a fundamental data point in the chart to see the details of the data point including the date, stock price, revenue, EPS and dividends. Data is currently limited to US-traded stocks.
- Market Scanner Templates
The Market Scanner now allows you to save your scan parameters as a template and reuse the template anytime you open the Market Scanner window. To save a scan as a template, click the "Save" disk icon next to the Max Results window in the scanner, and select Save Template. Enter a descriptive name for the scanner template. To use a saved template, click the "Save" disk icon and select Load Template. Choose the template to display and click Open.
- IB Risk Navigator - Trade from What-If Portfolio
The Risk Navigator, IB's real-time market-risk management platform that provides a comprehensive measure of risk exposure across multiple asset classes around the globe, now allows you to trade from within the hypothetical "what-if" portfolio. In addition, a new column allows you to include or exclude "what-if" positions in the total risk assessment.
- BookTrader Support for Instantaneous Order Transmission
Support for single-click order transmission has been reinstated in the BookTrader. Customers can now elect to turn off the Order Confirmation by selecting "Don't show this popup dialog again" when they click in the ladder to create an order. Once the order confirmation message is turned off, clicking in the price ladder will instantaneously submit an order at the specified price.
mobileTWS
- Support for Multiple Languages in iPhone, iPad versions
mobileTWS now supports multiple languages including French, German, Italian, Japanese, Spanish, and both Simplified and Traditional Chinese. The language is determined by the localization setting in your iOS.
WebTrader
- Streaming and Delayed Market Data Now Available
Beginning with the release of WebTrader 8.0, streaming and delayed market data are now available. Previously, market data was refreshed every ten seconds. Streaming market data is supported in the latest web browsers only. If your web browser does not support streaming market data in WebTrader, your market data will be refreshed every ten seconds. Delayed market data is available for contracts for which you do not currently hold market data subscriptions.
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PortfolioAnalyst Client Synopses
We continue to focus on adding new functionality to the PortfolioAnalyst, our online reporting tool that allows investors to evaluate the performance of their IB portfolio against industry benchmarks.
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Advisor and Broker accounts can now submit report synopses to their clients. A synopsis is a personalized, client-specific message attached to a PortfolioAnalyst report as a description or addendum to the report's content. Multiple synopses can be created and attached to different reports.
For details, see the PortfolioAnalyst section of the Account Management Users' Guide .
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Did you know that IB provides comprehensive application, trading and product education in the form of tours, courses, apps, widgets, and webinars free of charge to our customers and visitors? To make these resources more accessible, we have redesigned the Traders' University to provide a well-organized, one-stop education portal that makes it easier than ever to take advantage of IB's extensive educational offerings.
Check out Traders' University today and let us know what you think.
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Commissions and New Products
Recent changes to our commission structure and additions to our product lineup include:
- Reduced stock commissions - US Stock Cost Plus pricing offers low commissions of just 0.0005 per share with monthly volume greater than 100,000,000 shares.
- SGX Euro Stoxx 50 Index Futures.
- NSE FTSE 100 Index (NSEFTSE@NSE) on the National Stock Exchange of India (NSE).
- Nonfat Dry Milk Index Futures on CME.
To keep up to date on all of our recent product and exchange offerings, visit the New Products page on the IB web site.
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IBIS Research Platform: New Tools and Content Providers
We continue to add new tools and content providers to the IBIS Research Platform TWS add-on. Log into Account Management to subscribe and receive the Research Platform and the Research Essentials news, fundamentals, and event calendar content bundle FREE for the remainder of the calendar month.
- Financial Summary
The Financial Summary, the ninth page in our Corporate Fundamentals tool, provides 20 historical quarters and eight forecast quarters of revenue, EPS, and dividends.
- F/X Matrix
The F/X Matrix is a customizable table of foreign exchange cross quotes. From within Mosaic, click on a cross to load it into the Order Entry window.
- Top News
Subscribers to the $39.00 discounted Research Essentials subscription bundle now receive TOP NEWS along with real-time streaming news, live event calendars, and in-depth fundamentals. Top News provides a curated set of the most important news stories at that moment.
Coming Soon: StreetInsider.com streaming news, Seeking Alpha articles, and a "Daily Line-up" tool providing a run-down of today's important news, numbers, and events.
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Earn Additional Yield on Your Fully-Paid Stock
Did you know that you can earn additional yield on stock you own by allowing your fully-paid shares to be loaned out? Many stocks are attractive to traders who want to sell them short, and who therefore need to borrow them. IB's Stock Yield Enhancement Program earns you extra income on your fully-paid stocks by allowing IB to borrow them from you and then lend them out to other IB customers or in the securities lending market. Every day that your stock is loaned out, you will be paid a loan fee based on market rates. You will pay a percentage of this to IB (currently 50%) as a fee for managing the program.
To find out how easy it can be to earn extra income on your fully-paid shares, see the IB Stock Yield Enhancement Program highlights page.
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Commission-Free Trading
Global X Fund ETFs are available commission-free at Interactive Brokers.
Visit the Global X Funds page to view the entire product list. 3
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Hedge Fund Capital Investing through your IB Account
Last summer we introduced our Hedge Fund investing program, which allows qualifying customers to research and invest in participating funds through IB's online Hedge Fund Investor site. Since that time we have registered 11 participating funds and the number is growing. The program is open to Accredited Investors and Qualified Purchasers under SEC rules, and is already being used successfully by many IB customers. Once you have made your investment decision and signed the proper documentation, you can easily transfer funds in your IB account to and from the Hedge Fund.
To find out more, visit the highlights page on our website. Eligible investors can access the Hedge Fund Investor Site from the Trading Access menu in Account Management .
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Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.
[1] Interactive Brokers earned a 4.5 star ranking in the March 12, 2012 Barron's Annual Best Online Brokers - Cut the Cord. Criteria included Trade Experience and Technology, Usability, Mobile, Range of Offerings, Research Amenities, Portfolio Analysis & Report, Customer Service & Education, and Costs.
[2] Interactive Brokers was also awarded the highest 4.5 star rating for Best for International Traders, and 4.5 stars to qualify for the top two for Best for Frequent Traders. Barron's is a registered trademark of Dow Jones & Co. Inc.
[3] Other fees and expenses applicable to continued investment are described in the fund's current prospectus. Interactive Brokers may add or waive commissions on Global X Funds ETFs without prior notice. There is a $10,000 minimum to open an account. There are no other account conditions.
Carefully consider the Funds' investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' prospectus, which may be obtained by visiting www.globalxfunds.com. Read the prospectus carefully before investing. Investing involves risk, including the possible loss of principal.
Global X Management Company, LLC serves as an advisor to the Global X Funds. The Funds are distributed by SEI Investments Distribution Co., which is not affiliated with Global X Management Company, Interactive Brokers Group, Inc. or any of its affiliates.
Global X Funds are not sponsored, endorsed, issued, sold or promoted by Structured Solutions AG, FTSE, NASDAQ, Standard & Poor's, or S-Network, nor do these companies make any representations regarding the advisability of investing in the Global X Funds. Neither SIDCO nor Global X is affiliated with Structured Solutions AG, FTSE, NASDAQ, Standard & Poor's, or S-Network.
No offer or solicitation to buy or sell securities or investment products of any kind, and no recommendation or advice is made, given or in any manner endorsed by Interactive Brokers LLC ("Interactive Brokers") or any of its affiliates.
Interactive Brokers - 2 Pickwick Plaza - Greenwich CT 06830
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