Interactive Brokers has launched a "fee waived" no transaction fee (NTF) program1 for exchange-traded funds (ETFs). IBKR will reimburse IBKR Pro clients and eligible non-US clients for commissions paid on eligible ETF shares that are held for at least 30 days.
The first fund families to participate in the program are WisdomTree® Funds, Global X and KraneShares, and we expect to add more funds during the first half of 2021.
WisdomTree Asset Management, Inc. ("WisdomTree"), is an exchange-traded fund ("ETF") sponsor and asset manager headquartered in New York. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. For more information, please visit www.wisdomtree.com or follow us on Twitter @WisdomTreeETFs. WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.
Global X Management Company LLC is a New York-based provider of exchange-traded funds that facilitates access to investment opportunities across the global markets. The firm currently manages exchange-traded funds that target Commodity Producers, Developed Markets, Emerging Markets, Special Opportunities and Income Producers. For more information, please visit www.globalxetfs.com.
Krane Funds Advisors, LLC is the investment manager for KraneShares ETFs. Our suite of China focused ETFs provide investors with solutions to capture China's importance as an essential element of a well-designed investment portfolio. For more information, please visit www.kranshares.com.
As a reminder, IBKR Lite clients already pay USD 0 commissions on ETFs.In addition, please note that IBKR may receive compensation from participating funds.
To browse availability, click the Learn More button or visit the Services > No Transaction Fee ETFs menu from the Interactive Brokers home page.
The ESG Impact Profile helps Advisors understand client preferences for socially responsible and impact investing. Use the ESG Impact Profile to have more tailored conversations with clients about their investment goals and align investment recommendations with client preferences.
The ESG Impact Profile lets you invite clients to identify their personal investment criteria from 13 impact values and socially responsible investing principles, including:
Clients can also exclude investments based on 10 categories:
The ESG Impact Profile is available from theTools > ESG Impact Preferences menu in Advisor Portal.
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Interactive Brokers Group has established Interactive Brokers Ireland Limited and Interactive Brokers Central Europe Zrt. to serve clients across the European Economic Area. With the addition of these two offices, Interactive Brokers now has eleven entities around the globe with offices in the US, Australia, Canada, Hong Kong, Hungary, India, Ireland, Japan, Luxembourg, Singapore and the United Kingdom.
Our global staff of more than 2,000 serves over one million client accounts in more than 200 countries and territories and growth remains robust, with fully one quarter of our accounts now coming from Europe and Africa.
Interactive Brokers differs from more traditional firms in our uncompromising focus on bringing professional quality investment tools and new technology to professional traders and retail investors who expect the best. Clients anywhere in the world can invest in stocks, options, futures, currencies, bonds, and funds on 135 markets in 33 countries from a single Integrated Investment Account.
Eligible IBKR clients can join the Insured Bank Deposit Sweep Program to obtain up to USD 2,500,000 (USD 5,000,000 for joint accounts) of FDIC insurance, in addition to the existing USD 250,000 SIPC coverage and for a total maximum coverage of USD 2,750,000 (USD 5,250,000 for joint accounts). Clients continue earning the same interest rates currently applied to cash held in IBKR accounts.
Individual accounts without a designated transfer-on-death beneficiary, joint accounts, IRAs (excluding Interactive Advisors IRAs) and organizational accounts are eligible to participate in the program. Please note that in the future IBKR may, at its discretion, add additional account types to the program.
Enrolling is easy. Log in to your account, navigate to the Account Settings menu item and click the configure icon next to Insured Bank Deposit Sweep Program.
Barron's rated Interactive Brokers 5 out of 5 stars overall in its 26th annual Best Online Brokers Survey. Interactive Brokers was rated:
StockBrokers.com rated Interactive Brokers 5 out of 5 stars overall in its 11th Annual Best Online Brokers Review. Interactive Brokers was rated:
Past performance is no guarantee of future results, and all investments, including those in Interactive Advisors portfolios, involve the risk of loss, including loss of principal and a reduction in earnings.
Clients deciding to exclude securities in any of the ESG exclusionary lists from their portfolio investments should understand that these exclusions affect the performance of their portfolio investments. Interactive Advisors provides a tool on its website that allows clients to estimate the performance differences between investing in one of the portfolios as initially constructed and investing in one of the portfolios excluding the securities on any of the exclusionary lists. Clients may find more information on these exclusionary lists, the performance consequences of relying on them, and other risks associated with using them on this webpage: https://interactiveadvisors.com/esg
Interactive Advisors is currently licensed to offer investment services to US residents only. This communication and Interactive Advisors' website are NOT intended to be a solicitation or advertisement in any jurisdiction other than the United States. Interactive Advisors does not provide tax advice, does not make representations regarding the particular tax consequences of any portfolio investments and cannot assist clients with tax filings. Clients investing in Interactive Advisors portfolios should consult with their tax professional about the tax consequences of investing in Interactive Advisors portfolios.
Interactive Advisors is part of the Interactive Brokers Group, and all brokerage transactions in Interactive Advisors client accounts are made through Interactive Brokers LLC, an Interactive Advisors affiliate, which is a conflict of interest.