Configuring Your Account
Trading on margin increases an investor's leverage and buying power. While you may enjoy greater gains, you also risk greater losses and must pay financing charges.
Portfolio Margin offers eligible investors a lower collateral requirement and greater leverage than traditional Margin Accounts. With greater leverage, gains may be greater, but risks are higher and you must pay financing charges.
With a Rollover IRA Account, investors can preserve the tax-deferred status of their retirement assets, without paying current taxes or early withdrawal penalties at the time of transfer. A Rollover can provide increased flexibility from a prior employer's plan.
Earn additional income on fully paid and excess margin securities by permitting IBKR to lend those securities to third parties. Program activities are managed entirely by IBKR and require no actions on the part of participants.
Enroll to earn a competitive interest rate on cash balances. Eligible clients can obtain up to $2.5mm ($5mm for joint accounts) of FDIC insurance in addition to the existing $250,000 SIPC coverage for total coverage of $2,750,000. The Bank Sweep Deposit Program seamlessly integrates with your IBKR account to optimize FDIC-insurance coverage without disrupting your regular trading activity.
The traditional pricing plan designed for investors who want the lowest costs, global market access, and advanced trading tools. Invest in stocks, options, futures, forex, fixed income, ETFs & more on over 150 markets in 34 countries. Also includes the industry's lowest margin rates.
IBKR Lite - more info
A streamlined plan that offers investors unlimited commission-free trading on listed U.S. stocks and ETFs with free access to associated market data. No inactivity fees and no required minimum balance. Limited access to order types and trading tools. Access to other asset classes available at same low cost as IBKR Pro users.
* The information included on this page is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by IBKR or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.