News @ IBKR - Volume 13

NEW TOOLS

Introducing the No Transaction Fee Program for Exchange-Traded Funds


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 Logo

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 Logo

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.

KraneShares Logo

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.kraneshares.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.

Learn More

ESG Impact Profile

NEW TOOLS

Help Clients Gain Perspective with the ESG Impact Profile


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:

  • Clean Air
  • Pure Water
  • Ocean Life
  • Land Health
  • Consumer Safety
  • Ethical Leadership
  • Gender Equality
  • Racial Equality
  • LGBTQ Inclusion
  • Company Transparency
  • Sustainable Product Lifecycle
  • Mindful Business Models
  • Fair Labor & Thriving Communities

Clients can also exclude investments based on 10 categories:

  • Animal Testing
  • Business Ethics Controversies
  • Corporate Political Spending and Lobbying
  • Energy-Intensive
  • Fossil Fuels
  • Greenhouse Emissions
  • Hazardous Waste
  • High Water Usage
  • Tobacco, Alcohol and Gambling
  • Weapons and Gun Manufacturers

The ESG Impact Profile is available from the Tools > ESG Impact Preferences menu in Advisor Portal.

Log in to Advisor Portal

New Year, New Skills at

Interactive Brokers' educational resources are easier than ever to use. IBKR Campus is your new destination for learning about the markets, products and tools available to you at Interactive Brokers. Our redesigned website makes it easier than ever to find the information you need to improve your understanding of financial markets and keep on top of current events.

Traders' Academy Logo

Improve your understanding of the products, tools and markets available via IBKR's award-winning Trader Workstation (TWS), IBKR Mobile, Client Portal and TWS API applications.

We recently added an IBKR Orientation course and updated our courses on Fundamentals Analysis, Introduction to Futures, Introduction to Stocks, Introduction to Mutual Funds and Sector Investing.

Visit Traders' Academy

IBKR Webinars Logo

Watch, listen and learn about current market topics, IBKR tools and more by participating in any of our free webinars or browsing our extensive offering of recorded webinars.

Traders' Insight Logo

Watch or read market commentary and analysis from more than 70 industry sources, including IBKR's Chief Strategist Steve Sosnick and Senior Analyst Steven Levine.

Traders' Insight Logo

A free online resource for educators looking to blend finance or computer science classwork with real-world trading experiences.

IBKR Quant Logo

A blog for quantitative professionals with an interest in programming, deep learning, IBKR API, AI, Blockchain and other transformative technologies influencing modern markets.

Connect with IBKR on Facebook, Twitter, LinkedIn or YouTube
Traders' Insight:
IBKR Quant:
Student Trading Lab:
Corporate:
Bond Scanner

New Tools

Find Your Next Opportunity at the Bonds Marketplace

Search for the best yields from a vast universe of bonds from issuers in the Americas, Europe and Asia in our Bonds Marketplace. IBKR provides direct market access at a low cost to a wide array of corporate, government and municipal securities. Our clients get the best bids and offers with low, transparent commissions and no hidden mark-ups.

Browse availability with our Bond Search Tool and:

  • Use filters like debt ratio to find and invest in companies that suit your strategy. Plot results based on yield to worst and duration to dive deep and compare issuers.
  • Easily place orders by copying your results into a watchlist or exporting your list.
  • Save your scan and run it again at any time if you need to find other similar bonds.

39,461

Global Corporate Bonds

21,581

US CDs

1,213

US Treasuries

1,011,699

US Municipal Bonds

2,733

Non-US Sovereign Bonds

In February 2021, Benzinga recognized Interactive Brokers as the Best Broker for Bonds. Visit the Bonds Marketplace to learn why.

Learn More

Launch Bond Search Tool

NEW SERVICES

New Funds and Fund Families
Available at the Mutual Funds Marketplace

The Interactive Brokers Mutual Funds Marketplace provides clients from over 200 countries and territories with access to more than 40,000 funds from over 380 fund families, including Allianz, American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, MFS and PIMCO.

Unlike most firms, IBKR never charges a custody fee. In addition, we offer over 8,300 funds with no transaction fees, with fee funds outside the US charging EUR 4.95 (or equivalent).

We recently added the following fund families to the Marketplace:

Global Fund Families
  • Alliance Bernstein (LU)
  • Allianz Global
  • Amundi Lux
  • Bank Vontobel
  • BlackRock (LU)
  • Colchester Global
  • Invesco Global
  • Lombard Odier
  • Natixis
  • Neuberger Berman Europe
  • Pictet Asset Management
  • PIMCO Global Advisors Europe
  • Robeco
  • Vanguard
US Fund Families
  • Advisors Preferred
  • Harvest Funds
  • Huber Capital Funds
  • JOHCM Funds
  • Johnson Funds
  • Lazard Funds
  • Longleaf Partners
  • Northern Funds
  • Pacific Life Funds
  • PFG Funds
  • Polen Funds
  • Putnam Funds
  • RiverPark Funds
  • Spyglass Funds

In February 2021, Benzinga recognized Interactive Brokers as the Best Broker for Mutual Funds. Visit the Mutual Funds Marketplace to learn why.

Learn More

Launch Mutual Fund Search Tool

Arial Photo of EMEA

EXPANDED OFFERING

Interactive Brokers Opens New Offices in Ireland and Hungary

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.

Learn More - Ireland

Learn More – Central Europe

Umbrella showing protection

REMINDER

Insurance for Your IBKR 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.

Learn More

Join Program

IBKR Trading Platform

New Tools

New Features Added to IBKR Trading Platforms

We recently added functionality to IBKR Mobile, Trader Workstation (TWS) and Client Portal to deliver a powerful and seamless trading experience across our platforms, whether you are trading from your desktop or on-the-go.

All Platforms
  • News and Research Just for You: Our advanced news and research "Search" tool makes it easier to find the content you really want to read. Personalized News for You provides relevant reports and headlines based on your trading patterns, recent holdings, companies in your Watchlists and articles you read. The content you need to make better trading decisions is right at your fingertips.

    Learn More

  • Refer a Friend: With IBKR's Refer a Friend program, eligible clients can earn USD 200 when they invite a friend who then opens an account! You can receive up to 30 friend referral rewards overall, with a maximum of 15 referrals in any single year.

    And in addition to being a part of the IBKR trading community and enjoying low commissions, low margin rates, and access to IB SmartRoutingSM, (which provides USD 0.47 per 100 shares price improvement vs. the industry), each friend can earn up to USD 1,000 worth of IBKR stock when they fund their account according to the terms and conditions specified at signup and maintain the balance for a year.

    Find your Refer a Friend link in the Account Settings Configuration section of Client Portal and in the More menu in IBKR Mobile.

    Learn More

    Refer a Friend
Client Portal
  • Manage Mobile Trading Assistant (MTA) in FYI Settings. You can also quickly create an alert on a contract using the new bell icon to the left of the Watchlist button in Quote Details.
  • You can now add custom quotes to the real-time ticker tape along Navigation bar using the More menu (three horizontal dots).
  • Customize your Watchlist by adding and removing columns.

Visit the Release Notes section of the Documentation page to find out more.

ABOUT IBKR TRADING PLATFORMS

 

NEW PRODUCTS

New Trading Exchanges and Products Available on the IBKR Platform

Exchanges

The following exchange is now available through the IBKR platform:

View All Exchanges

Products

Several products have been added to the offering available through the IBKR platform:

Americas

CME Group

The Small Exchange

EMEA

Eurex

Borsa Italiana

APAC

HKEX

SGX

View Product Listings

EXPANDED OFFERING

New and Expanded Research Offerings

Our clients enjoy access to dozens of free and premium market research and news providers. The following providers recently added offerings:

News Providers
Mace News Logo

Mace News delivers real-time economic news for investors. That means expert coverage of economic indicators and policymakers, especially central bankers. Mace News provides alerts on upcoming macro news that may move markets, so you will not be caught off guard.

Learn More

Fly on the Wall Logo

The Fly is a leading digital publisher of real-time financial news. The Fly team scours all sources of company news, from mainstream to cutting-edge, and filters out the noise to deliver short-form stories consisting of only market moving content.

Learn More

Toggle AI Logo

The Toggle newsfeed provides daily alerts on how Valuations, Momentum, and Growth affect your securities.

Learn More

Research Providers
Validea Logo

The ETF research is free and powered by the investment research firm, Validea. The new feed includes:

  • ETF Daily Breakout Alerts: Sign up to get daily alerts on ETFs breaking out and exhibiting strong price momentum.
  • ETF Model Portfolios: ETF portfolios use value, momentum and macroeconomic factors to rotate among factors, sectors and asset classes.
  • ETF Factor Report: ETF reports provide factor exposures and other fundamental data for US equity ETFs.
  • ETF Factor Screener: Screen for ETFs based on factor exposures, fees, sector exposures and other fundamental criteria.

Learn More

View All Research and News

EXPANDED OFFERING

Portfolio Management Software for Sophisticated Investors

PortfolioAnalyst consolidates, tracks and analyzes your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current and historical financial state to plan for the future.

IBKR clients enjoy full access to PortfolioAnalyst's advanced features and receive real-time updates regarding their IBKR portfolio positions. Simply log in to Client Portal to access PortfolioAnalyst.

consolidate track and analyze your complete financial performance.

We recently released the following enhancements for PortfolioAnalyst:

  • New PDF Reports – Reports received a fresh new look. General changes include modern styles, reduced blank space, fewer pages, more analytics and faster report generation.
    • Allocation and Performance by Sector report that now offers allocation and mark-to-market in amount and percent change over time.
    • Analyze your bond portfolio with our new Fixed Income report.
  • Premium reports are now available for external accounts. Previously premium reports were offered to IBKR accounts only but are now offered to external accounts. These reports include: Allocation and Performance by Sector, Performance by Attribution vs. S&P 500, Performance by Asset Class, Performance by Financial Instrument, Performance by Underlying, Performance by Symbol, and Performance by Long & Short.

Log In

Learn More

IBKR AWARDS 2021

Have You Heard? We're #1 (Again)

Interactive Brokers started 2021 in a familiar spot - being recognized for our low cost, premium trading technology and global product offering.

Barron's 2021 Annual Review

Barron's rated Interactive Brokers 5 out of 5 stars overall in its 26th annual Best Online Brokers Survey. Interactive Brokers was rated:

  • #1 Best Online Broker ... Again
  • #1 for Active Traders
  • #1 for International Traders

Read the Full Article

StockBrokers.com 2021 Annual Review

StockBrokers.com rated Interactive Brokers 5 out of 5 stars overall in its 11th Annual Best Online Brokers Review. Interactive Brokers was rated:

  • #1 for Professionals
  • #1 for New Tool with the Impact Dashboard
  • #1 for Offering of Investments
  • #1 for International Trading
  • #1 Futures Trading

Read the Full Article

2021 Bankrate Brokerage Reviews

Interactive Brokers received 4.5 out of 5 stars and was cited as:

  • Best for Active Trading
  • Best for Margin Trading
  • Best for Volume Discounts

Read the Full Article

2021 BrokerChooser Best Online Brokers

  • Best Online Broker – 2021
  • Best Broker for Day Trading – 2021

Read the Full Article

2021 ForexBrokers.com Online Review

  • 4.5 out of 5 stars Overall
  • 5 stars Offering of Investments
  • 4.5 stars Commissions & Fees
  • 4.5 stars Platform & Tools
  • 4.5 stars Research

Read the Full Article

View All Awards

New Products

Interactive Advisors Offers Nearly 80 Portfolios with Low Minimums and Fees

Interactive Advisors is one of the first robo advisors to come to market. The firm, which is a subsidiary of the Interactive Brokers Group, provides US clients with the convenience of online investing with human help, and provides access to a wide range of actively and passively managed portfolios.

Interactive Advisors currently offers clients the ability to select from nearly 80 portfolios, including 18 Socially Responsible Investing (SRI) portfolios. The firm uses a risk questionnaire to match a portfolio's risk with a client's risk profile based on the client's investment objectives, risk tolerance and financial capacity. In addition, clients can use various exclusion groups to avoid companies that they feel do not share their values or add single stock exclusions which automatically apply to all their investments. The firm ensures that detailed business classification and Environmental Social and Governance (ESG) metrics are used in the exclusion group construction process and each exclusion group typically comprises 25 stocks and is reviewed annually.

US-based clients of Interactive Brokers can quickly open an Interactive Advisors advisory account by clicking on the link below or click Learn More to visit the Interactive Advisors website.

Add Interactive Advisors to Your Account

Learn More

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.

2019 Calendar App

New Tools

2020 Tax Form Availability

Please note that 2020 tax forms are accessible from the Reports / Tax Docs - Tax menu in Client Portal. Alternatively, you can visit the Tax Information and Reporting section of our website for additional information.

Start Your Planning

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Supporting documentation for any claims and statistical information will be provided upon request.

Options and Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading options read the “Characteristics and Risks of Standardized Options”. Before trading futures, please read the CFTC Risk Disclosure. Copies of these disclosures are available at ibkr.com.

Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

[1] Interactive Brokers has a "fee waived" no transaction fee (NTF) program for exchange-traded funds (ETFs) where we will reimburse IBKR Pro clients for commissions paid on ETF shares held for at least 30 days. IBKR Lite clients always pay $0 commissions on ETFs. IBKR may receive compensation from participating funds.