Our turnkey custody solution helps advisors build a competitive advantage, manage their business with efficiency and serve clients at lower cost.
IBKR offers the lowest1 cost and access to stocks, options, futures, currencies , bonds and funds from a single unified platform. If an exchange provides a rebate, we pass some or all of the savings directly back to you.
Learn About CommissionsMargin rates up to 50% lower than the industry.2
Compare Margin RatesEarn interest rates of up to USD 4.33% on instantly available cash.3
Compare Interest RatesEarn extra income on your lendable shares.
See Stock Yield EnhancementPowerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
Goal Tracker projects the hypothetical performance of a portfolio and monitors how likely you are to achieve your goals.
90+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advisor tools.
Use IBKR’s pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.
Transform and streamline the creation, execution and allocation of group orders. Project, preview and allocate trades to take advantage of potential capital losses for all or some of your invested clients. Develop and deploy investment strategies in minutes to capture opportunities in volatile markets.
Reduce your clients’ tax liabilities, using Tax Loss Harvesting
Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.
Models allow Advisors to create groupings of financial instruments based on specific investment themes and invest client funds into the Model, rather than taking time to invest in multiple, single instruments.
Create and customize direct index models based on the composition of ETFs tracking major indices.
ESG scores from Refinitiv give you and your clients a new set of tools for making investment decisions based on more than just financial factors.
Use the Impact Dashboard to identify and invest in companies that share the values held by your clients.
Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
Use the ESG Impact Profile to understand client preferences related to socially responsible and impact investing.
Your clients can link their Employee Plan Administrator and SIMPLE IRA accounts to your IBKR Advisor account for professional management of retirement plans.
Streamline your workflow by investing your client assets with Model Portfolios.
Establish a portfolio of financial instruments, and then trade this model on
behalf of your clients.
Browse over 70 low-cost, well-diversified portfolios |
Use our free advisor tools to create your own models |
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Interactive AdvisorsTM |
Models by recognized institutions |
Symbol by Symbol |
Custom Indexing |
How it works |
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Select from 50+ portfolios in various styles such as Smart Beta, ESG, Asset Allocation and more. |
Select from top-tier vendor models designed by Cambria Investments, WisdomTree, John Hancock Investment Management, Global X, AGFiQ and many more. |
Build your model symbol-by-symbol. You have customized controls with advanced tools to manage and rebalance your investments. |
Create and customize direct index models based on the composition of ETFs tracking major indices. |
Ease of use |
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Customization |
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Exclude Certain Stocks |
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Rebalance Reminders |
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Auto-Rebalancing |
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Cost and Fees |
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Interactive Advisors: |
USD 0.01 to 1.00 |
USD 0.00 |
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Browse IA Models | Browse Vendor Models | Browse Model Portfolios | Learn About Custom Indexing |
Browse over 70 low-cost, well-diversified portfolios |
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Interactive AdvisorsTM |
Models by recognized institutions |
Select from 50+ portfolios in various styles such as Smart Beta, ESG, Asset Allocation and more. |
Select from top-tier vendor models designed by Cambria Investments, WisdomTree, John Hancock Investment Management, Global X, AGFiQ and many more. |
Browse IA Models | Browse Vendor Models |
Use our free advisor tools to create your own models |
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Symbol by Symbol |
Custom Indexing |
Build your model symbol-by- symbol. You have total control with advanced tools to manage and rebalance your investments. |
Create and customize direct index models based on the composition of ETFs tracking major indices. |
Browse Model Portfolios | Learn Abotu Custom Indexing |
Manage the full client acquisition and relationship lifecycle, use a Client Risk Profile tool to understand client risk tolerances and administer each client account.
Use simplified workflows, logically grouped menus and user access rights to efficiently manage your relationships from any desktop or mobile device.
IBKR offers multiple options for adding clients and migrating to our platform, including a mass upload feature and support for customized client account applications using our application XML system.
Create one or more Security Officers for the master account and designate up to 250 users by function or account.
PortfolioAnalyst lets your clients link their investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance against benchmarks. Use the Performance Attribution report to quickly understand how weighting (sector allocation) and contribution to return for each sector compare to the S&P 500 for the period of the return.
Learn About PortfolioAnalystWhite brand statements, client registration and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.
IBKR Advisor Client Sites provides a complimentary website with custom graphic design and modern functionality. We will work with RIAs to create a customized, professional business website.
Join our quarterly advisor-led roundtable discussion on how advisors use the robust tools and features available on the IBKR platform to manage client wealth, perform estate planning, and grow their business.
IBKR’s website provides information, tools and preferred providers to help financial professionals learn more about becoming a registered investment advisor, understanding industry regulation and setting up their firm.
The service models allow you to complete various tasks, such as funding requests and information changes, on behalf of your clients. Once entered by the advisor, clients will use a simplified process to approve, sign and confirm your action.
The Client Pending Items tab (formerly Pending Items) on our Dashboard shows you all pending tasks for your clients and allows you, as the advisor, to complete the task on behalf of the client or send an automated email asking your client to address the task.
We redesigned our Sub Account Messages tab and streamlined communications from IBKR by aggregating, categorizing and routing messages to the advisor to avoid unnecessary client contact.
Authorization Level | Streamlined All-Client Enrollment | Streamlined Plus All-Client Enrollment | Full-Service Per-Client Enrollment |
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Overview |
Offers a simplified process for clients to approve funding requests, sign agreements and confirm changes or instructions entered by the advisor. Communications from IBKR are aggregated, categorized and routed to the advisor to avoid unnecessary client contact. Advisors can configure the specific features. |
Advisors can perform specific administrative tasks on behalf of clients. Instead of logging in to the Client Portal, clients may use a simplified approval process for tasks requiring their approval. Clients are automatically enrolled at the service level, and available authorizations are applied during the account application. |
Clients allow advisors to perform additional tasks on their behalf, including administrative tasks and the ability to move funds or assets to new places. Each client must enroll individually and select the powers they want to grant to the advisor. |
Authorizations | |||
Core Authorizations | |||
Vote Shares and Make Elections Regarding Positions | |||
Request to Send Electronic Notices, Confirmations and Account Statements only to Advisor | |||
Update Account Information, Account Settings, Trading Permissions and Tax Forms | |||
Special Programs and Alternative Investments | |||
Provide or Change Banking and Transfer Instructions | |||
Send Third Party Payments and Wires | |||
Client Approval Method | Text Notification | Text Notification | No Approval Required |
Auto-enroll All Clients | Yes | Yes/No | No |
Eligibility | U.S. advisors who are duly registered.* | SEC registered advisors or CFTC registered advisors who are also state registered, with at least USD 100 million in assets under management. | Registered advisors subject to compliance review. |
Requirements | Advisors and clients must sign IBKR documentation. | Once the advisor is enrolled, all eligible new clients will be enrolled during the account application process and cannot opt out of the program. Existing clients must sign an addendum for authorization to apply. | Advisors must maintain professional registration status. Clients must complete and submit an executed form. |
*Eligible advisors will be enrolled during the application.
Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week.
150
Markets
34
Countries
27
Currencies*
*Available currencies vary by Interactive Brokers affiliate.
Graphic is for illustrative purposes only and should not be relied upon for investment decisions.
IBKR GlobalAnalyst is designed for investors who are interested in international portfolio diversification. It helps you find new opportunities to diversify your portfolio and discover undervalued companies that may have greater growth potential.
IBKR has no mark-ups or built-in spreads and offers low and fully transparent commissions on bonds. Access a vast universe of more than 1 million bonds and trade US Treasuries around the clock five days per week.
The Mutual Fund Marketplace offers an extensive availability of mutual funds from around the world. Use our Mutual Fund Search Tool to search funds from more than 600 fund families and filter funds by country, fund family, transaction fee or fund type.
The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities. Shortable availability and borrow fees are broadcast in real-time on Trader Workstation (TWS), IBKR Desktop, the Client Portal, FTP files and API data feeds.
Trade select US stocks and ETFs around the clock, five days per week. Access US stocks and ETFs when market-moving news happens and trade during Asian market hours or whenever it is convenient for you.1
Seamlessly access Bitcoin, Bitcoin Cash, Ethereum and Litecoin from our advanced trading platforms, with commissions of just 0.12% to 0.18% of trade value.*
When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.
IBKR
Nasdaq Listed
$15.2B
Equity Capital*
74.3%
Privately Held*
$10.9B
Excess Regulatory Capital*
2.92M
Client Accounts*
2.39M
Daily Avg Revenue Trades*
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Our Advisor accounts let Professional Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs) execute and allocate trades among multiple clients from a single order management interface.
Disclosures
The projections or other information generated by PortfolioAnalyst® or Tax Loss Harvesting regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.
The information provided here is not intended to serve as tax advice and should not be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local, or other tax statutes or regulations. It is also important to acknowledge that this information cannot be relied upon to resolve any tax issues.