Registered Investment Advisor Account
IBKR for Advisors
The Smarter Way to Build, Manage, and Grow Your Practice
Our Experience
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Client assets over
$750 Billion
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Executing more than
4 Million
trades daily
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RIA Overperformance at IBKR
+2.67%
Average Return vs. S&P 500 in 2025
Your Custodian, Not Your Competitor
Most custodians also run their own advisory businesses, sell proprietary products, and operate referral networks that route clients to firms willing to pay for the privilege. Interactive Brokers does none of these things.
Interactive Brokers has no in-house advisory team. No proprietary wealth management arm. No referral network. No proprietary products. Our only business is giving you the technology, pricing, and global market access to run your practice on your terms.
Built to Improve Client Outcomes
Interactive Brokers supports advisors of every size with low costs, global market access,
and professional-grade trading technology.
Streamline operations, strengthen competitiveness, and scale with confidence.
Contact Institutional Sales
Sales Contact
Lower Costs That Compound Over Time
Reduce client drag and improve firm economics with low commissions, competitive margin rates and interest on uninvested cash. Transparent pricing helps preserve returns and support long-term growth.
Earn extra income on your lendable shares
Flexible Solutions for Advisors of Any Size
I am:
Breakaway and New Advisors
Your Platform for Growth
For advisors ready to go independent, IBKR delivers the infrastructure to compete and grow. Manage clients efficiently with CRM integration, PortfolioAnalyst, and automated billing, trade across 170+ markets, and customize your brand with white-labeled statements and a complimentary website.
Private Wealth Advisors
Empower Sophisticated Advice with Institutional Precision
Interactive Brokers equips advanced wealth managers with the same technology trusted by institutional investors. Access 170+ global markets, manage portfolios with tools like PortfolioAnalyst, Model Portfolios, and Custom Indexing, and deliver white-labeled, performance-driven client reports. From automated rebalancing to flexible billing and compliance support, IBKR’s integrated platform helps you deliver exceptional service and scale your business with confidence.
Growth-Focused Advisors
Scale Your Firm with Confidence
Interactive Brokers gives growth-focused RIAs the technology, tools, and global access they need to expand efficiently. Manage trading, reporting, billing, and compliance from one platform designed to reduce friction and increase capacity. With advanced portfolio management, white-labeled client reporting, and flexible service models, you can scale your firm confidently while maintaining full control of your client relationships.
Tech-First Advisors
Seamless Digital Experience for Your Clients
Advisors embracing technology need platforms that adapt. IBKR provides open APIs, advisor-branded portals, and workflow automation to streamline operations and deliver a modern, digital client experience.
Acquirers and Aggregators
Power Growth Through Integration
Streamline acquisitions and aggregate your advisors under one connected ecosystem. From onboarding and billing to compliance and performance reporting, Interactive Brokers delivers the infrastructure you need to scale efficiently across every office and advisor.
It’s All Here
Run Your Entire Practice on One Platform
Manage clients, portfolios, trading, reporting and billing from a single system. IBKR integrates the tools you need to operate efficiently and maintain full visibility across your business.
Join Our Quarterly Advisor-Led Roundtables
Hear current IBKR advisors walk through how they manage portfolios, streamline operations, and serve clients.
Contact Institutional Sales
Sales Contact
Built on Strength.
Designed for Advisors.
Your firm depends on a custodian that protects client assets and supports operational scale. Interactive Brokers combines financial strength, global reach, and professional-grade technology to help advisors operate with confidence.
Financial Strength and Stability
Interactive Brokers Group brings over four decades of experience and strong equity capital. Added to the S&P 500 in August 2025 and publicly traded on Nasdaq (ticker: IBKR), the firm operates with audited transparency, a conservative balance sheet, and disciplined risk management designed to withstand market stress.
Global Scale with Trusted Reach
With more than 4 million client accounts and average daily volumes exceeding 3.5 million trades, Interactive Brokers is one of the world’s largest electronic brokers, supporting advisors and institutions globally with access to more than 170+ markets.
Client Asset Protection
Client assets are held in segregated custody in accordance with regulatory requirements. In the U.S., IBKR is a member of SIPC, providing protection up to $500,000, including $250,000 for cash, with additional coverage through Lloyd’s of London, subject to policy terms.
Professional Technology and Reliability
IBKR’s infrastructure is built for advisors who require speed, reliability, and scale. Continuous investment in systems resilience and cybersecurity helps protect client data while supporting seamless execution and accurate reporting.
Regulatory Oversight and Transparency
Interactive Brokers is regulated by leading authorities worldwide, including the SEC, CFTC, and FINRA. This global oversight reinforces a commitment to compliance, transparency, and high standards of conduct.
Execution Quality
IBKR BestX helps advisors pursue price improvement and minimize market impact through intelligent, real-time routing across venues, supporting fiduciary best-execution obligations.
Advisor Account Details
Get Started
Talk to Our Advisor Team
A custodian that works for you, not against you. Contact our advisor team to see how IBKR can support your practice.
Disclosures
- Interactive Brokers Group and its affiliates. For additional information view our Investor Relations - Earnings Release section.
- Past performance is not indicative of future results. Returns shown are based on aggregate data for Interactive Brokers accounts meeting minimum thresholds as of January 1, 2025 ($50,000 for individual and advisor accounts and $1,000,000 for hedge fund accounts), inclusive of all commissions and charges. Results may vary significantly among clients. Comparisons to the S&P 500 are for informational purposes only. Investing involves risk, including the potential loss of principal.
- Low trading fees according to BrokerChooser Online Broker Survey 2026: Read the full article Online Broker Reviews, December 2025. "Interactive Brokers has low trading fees and one of the best margin rates in the industry. IB currently pays interest (up to 3.14% for USD) on cash balances if you have a $100k account (net asset value)."
- Tiered rate pricing. For more information, see pricing.
- Restrictions apply. See additional information on interest rates. Credit interest rate as of April 8, 2026.