News @ IBKR - Volume 14


IBKR Launches US Spot Gold Trading

You can now trade US spot gold (TWS: USGOLD)1 in amounts as small as one ounce, side-by-side with other asset classes, from your Interactive Brokers account.

Investors use gold as a store of value, to hedge against inflation, to diversify a portfolio, or as a safe haven during geopolitical and macroeconomic uncertainty. The addition of spot gold to Interactive Brokers' broad product offering provides our US clients with direct access to gold at a time when many are predicting inflation to rise.

US GOLD transactions have low and transparent tiered commissions from 0.7 bps to 1.5 bps of trade value with a minimum of $2.00 and are priced with tight spreads. Interactive Brokers clients can request some or all of their US GOLD positions in one-ounce increments for physical delivery in the United States.

Gold Bars

Metals trading permission is needed to trade this product. To add this permission:

  • Log in to Client Portal
  • Click Settings > Account Settings (Home page footer)
  • Click the “Configure” (gear) icon next to Trading Experience & Permissions
    • Click the drop-down menu for "Additional Products"
    • Select “Metals"
    • In the pop-up, select "United States" and click Save
  • Click Continue

After receiving Metals trading permission, you can begin trading USGOLD in Trader Workstation (TWS) by creating an order ticket, typing "USGOLD" in the Financial Instrument search field, entering your order details, and clicking "Transmit."

If you are trading from Portal, click Trade > Commodities, search for "USGOLD," enter your order details, and click "Submit Buy Order" to place the trade.

Also Available: Physical Delivery of COMEX Gold, Micro Gold, Silver and Micro Silver

Interactive Brokers clients trading COMEX precious metal futures can now take physical delivery2 of COMEX Gold, Micro Gold, Silver and Micro Silver futures. Physical delivery is in the form of a registered warrant for each futures contract. Clients who meet credit requirements will be able to indicate their intention to take or make delivery directly from Trader Workstation, Client Portal or IBKR Mobile.

Please refer to the COMEX Rulebook for additional information regarding the details of what a warrant represents for that symbol.

Client Portal Screen
  • To access the Physical Delivery tool from Trader Workstation (TWS):
    • Select Trade > Futures Physical Delivery
Client Portal Screen
  • To access the Physical Delivery tool from Client Portal:
    • Tap an eligible futures contract > Your Position > Row Action button (three dots at end) > Delivery
    • From the Positions page, tap the Row Action (three dots at end) > Delivery
Mobile TWS Screen
  • To access the Physical Delivery tool from the IBKR Mobile App:
    • Click "More" in the lower right corner and select Trade > Delivery Intent OR
    • Tap an eligible futures contract to open the Contract Details > Positions / Delivery > Delivery Intent
CME Group Micro Bitcoin


CME Group Micro Bitcoin Futures Contracts Available at IBKR

Interactive Brokers now offers access to CME Group Micro Bitcoin futures contracts. At 1/10 the size of one bitcoin, Micro Bitcoin futures (MBT) provide an efficient, cost-effective way to fine-tune bitcoin exposure and enhance your trading strategies. Enjoy the features of Bitcoin futures (BTC) in a smaller slice that gives active traders more choices for managing bitcoin price risk.

    Get the same features as the larger five-bitcoin contract, at 1/50 of its contract size, settled to the regulated CME CF Bitcoin Reference Rate (MBT).
    Trade on a regulated exchange and enjoy the price discovery of transparent futures, where all participants see the same prices and quotes.
    Add more control over the amount of bitcoin exposure in your trading strategies.
    Save on potential margin offsets with Bitcoin futures and options and Ether futures, plus add the efficiency of futures contracts.

If you already have Futures trading permissions, you can trade CME Group Micro Bitcoin Futures.

To trade from Trader Workstation (TWS), create an order ticket, type "MBT" in the Financial Instrument search field, enter your order details, and click "Transmit."

From Portal, click Trade > Futures, search for "MBT", enter all order details, and click "Submit Buy Order" to place the trade.

If you would like to request Futures trading permissions, log in to the Settings > Account Settings – Trading Experience & Permissions page in Client Portal.


For more information about the risks of trading Bitcoin products, click here.

Options and Futures: 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 Security Futures Risk Disclosure Statement.

Although the size of the Micro bitcoin contracts is 1/10th the size of their classic bitcoin counterparts, pricing may not exactly track the pricing of the bitcoin futures.

Interactive Brokers Prepaid Mastercard


Introducing the Interactive Brokers Canada Prepaid Mastercard® Card

Unlike other brokers with separate bank accounts in which you must transfer cash back and forth, IBKR's cash management is integrated into our broker account. This means that you can always borrow at the lowest rates without having to worry about first transferring cash.

Canadian clients can now automatically borrow against their broker account at CAD 1.63% or less3, which is lower than credit cards, personal loans or home equity lines of credit4. Borrow without monthly minimum payments and without late fees by adding an Interactive Brokers Prepaid Mastercard Card to your account. The Interactive Brokers Prepaid Mastercard Card provides you with the convenience of accessing your account funds anywhere Prepaid Mastercard is accepted around the world.

To request a card, log in to Client Portal and navigate to the Transfer & Pay > Prepaid Card menu item.

This card is issued by Peoples Trust Company under license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

For US Clients, the Interactive Brokers Debit Mastercard

US-based clients can automatically borrow against their broker account at 1.56% or less3 without monthly minimum payments or late fees by adding an IBKR Debit Mastercard. The IBKR Debit Mastercard provides you with the convenience of accessing your account funds anywhere Debit Mastercard is accepted around the world.

To request a card, log in to Client Portal and navigating to the Transfer & Pay > Debit Card menu item.

Margin borrowing is only for sophisticated investors with high risk tolerance. You may lose more than your initial investment.
Stock Yield Enhancement Program


Earn Extra Income on Fully Paid Shares in the Stock Yield Enhancement Program

Interactive Brokers' ("IB LLC") Stock Yield Enhancement Program allows you to earn extra income on fully paid shares of stock in your account*. Under the program, IB LLC borrows shares of stock from you and provides you with collateral until those shares are returned. While the shares are on loan, you earn a percentage of the loan income generated from IB LLC on-lending your shares.

Interactive Brokers manages all aspects of share lending. While your shares are on loan you still own the stock, which means you continue to have market risk and will recognize any profit (or loss) if the stock price moves. You can sell your shares at any time without restriction and can terminate your participation at any time for any reason.

To participate in the Program:

  • Log in to Client Portal
  • Navigate to Settings > Account Settings (Home page footer)
  • Click the "Configure" icon for "Stock Yield Enhancement Program"
  • Click the check box to enroll in the program
  • Click Continue
  • Review disclosures and sign agreement
  • Click Continue

*Not all clients are eligible to participate in the Stock Yield Enhancement Program. Currently, clients of IB Europe SARL, IB India, IB Australia and IB Japan are NOT eligible. Clients of IB LLC, IB Canada, IB Hong Kong, and IB UK are eligible, as are Japanese and Indian clients who trade with IB LLC.

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
  • Hot News: Find out why certain contracts are on the move with Hot News. Look for the flame icon to quickly see breaking news in Contract Details, Quote Monitor and the Hot News feed.
  • Funds on Hold Notifications: We now make it easy for you to see deposited funds that are still on hold throughout all of our trading platforms. Find the new Funds On Hold section in the:
    • Client Portal Portfolio widget and Portfolio page
    • IBKR Mobile Home Page, Portfolio, Your Account section of the Order Ticket, and Account page
    • TWS Account window, Order Preview, and Portfolio
Client Portal
  • Redesigned Menus: Hidden side menus are now available at the top of the Client Portal interface for better transparency and ease of access. In addition, we moved the frequently used User Settings and Account Settings menus to the top right corner – simply click the Welcome avatar to access User Settings and Manage Account features.
  • FAQ Help in IBKR Forum: If you haven't visited the IBKR Forum in a while, it's worth another look! Use the new IBKR Help menu to view FAQs related to the top searched-on topics in the forum.
  • Feature Poll Redesign: Have a great idea for our platform you would like to share with us? The newly designed feature poll has been completely reimagined to make it easier for you to tell us your ideas, and easier for us to review, implement, and track them.
  • Simplified Advisor Allocation Groups
    Financial Advisors: we merged Allocation Profiles and Allocation Groups into a single Groups entity. Profile allocation methods are still supported from the User-Specified method. Find out more about changes and improvements to Pre-Trade Advisor Allocations here.
  • Algo Trading Now Supported
    We now support IB Algo trading in IBKR Mobile. Algos are designed to efficiently carry out specific instructions to gain speed, improve price and often reduce costs over manual orders. Tap Algos at the bottom of the order types list to use Arrival Price, Percent of Volume, TWAP, VWAP and more. To find out more about how an algo works, tap Learn More below the Basic|Algos toggle.

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



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 400 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 7,700 funds with no transaction fees, while fee funds outside the US charge EUR 4.95 (or equivalent).

To help provide you with a broad selection of funds, we recently added the following fund families to the Marketplace:

Global Fund Families
  • Aberdeen Funds
  • Baring UK Ltd.
  • BNP Paribas Asset Management
  • BTG Pactual
  • Capital Intl.
  • Carmignac Gestion
  • Columbia Threadneedle
  • DWS Investments
  • Eastspring Investments
  • EFG Asset Management
  • GAM Funds
  • Henderson Global
  • Heptagon Capital
  • M&G International
  • Morgan Stanley Investment Management Ltd.
  • Nomura Asset Management
  • Nordea
  • Principal Global Investment
  • Sanlam Asset Management
  • Silverdale Funds
  • T. Rowe Price Global
  • White Oak
US Fund Families
  • Brookfield Funds
  • Forum Funds
  • Green Century Funds
  • Holbrook Funds
  • Knights of Columbus Funds
  • Nicholas Investment Partners
  • Phaeacian Partners
  • Vivaldi Funds
  • Volumetric Funds
  • Weiss Funds

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


A No Transaction Fee Program for Exchange-Traded Funds

Interactive Brokers has a "fee waived" no transaction fee (NTF) program5 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 Global X, KraneShares and WisdomTree® Funds.

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

KraneShares Logo

Krane Funds Advisors, LLC is the investment manager for KraneShares ETFs. Our suite of China focused ETFs provides investors with solutions to capture China's importance as an essential element of a well-designed investment portfolio. For more information, please visit

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 or follow us on Twitter @WisdomTreeETFs. WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.

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.

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.


Global Corporate Bonds




US Treasuries


US Municipal Bonds


Non-US Sovereign Bonds

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


The New Standard in Portfolio Management Software

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 and plan for the future.

IBKR clients enjoy free, 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.

In April 2021, PortfolioAnalyst was verified as calculating Time-Weighted Returns and Money-Weighted Returns in accordance with the Global Investment Performance Standards (GIPS®) calculation methodologies. GIPS was developed by the CFA Institute, is used by investment management firms around the world, and establishes standards for investment performance, making it easier for you to compare firms and make more informed investment decisions.

consolidate track and analyze your complete financial performance.
In addition, we recently released the following enhancements for PortfolioAnalyst:

Introducing our new Home Tab, with the following enhancements:

  • Toggle between Money-Weighted and Time-Weighted returns and view/hide chart or table.
  • View Beginning/Ending/Change in NAV, Best/Worst/Period % Return, and Net Deposits/Withdrawals.
  • View Interactive NAV vs. Return chart with benchmark comparison.
  • View performance by Account Type and Asset Class/Financial Instrument.
  • Filter Excluded and External Accounts.
  • Configure columns.
  • Link to another external account.

New Environmental, Social, and Governance (ESG) Report

Socially conscious investors can now analyze their portfolio's ESG ratings summary, controversy distribution, and largest holdings.

  • Ratings Summary - incorporates ESG Score, Controversies Score, Combined Score, percentage of companies in portfolio with ESG score, and ESG pillar breakdown.
  • Controversy Distribution - bar chart that exemplifies the Controversies Score by position weight (%).
  • Largest Holdings - outlines top 10 holdings and all associated ESG scores. Top and bottom ESG performers are also identified.

GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.


New Products Available on the IBKR Platform



  • Chi-X Australia ETFs
    • eInvest Cash Booster Fund (Managed Fund) (ECAS)
    • eInvest Core Income Fund (Managed Fund) (ECOR)
    • eInvest Income Maximiser Fund (Managed Fund) (EMAX)
    • MFG Core ESG Fund (Managed Fund) (MCSE)
    • MFG Core International Fund (Managed Fund) (MCSG)
    • MFG Core Infrastructure Fund (Managed Fund) (MCSI)
    • Magellan Sustainable Fund (Managed Fund) (MSUF)
    • Schroder Absolute Return Income (Managed Fund) (PAYS)
    • Switzer Higher Yield Fund (Managed Fund) (SHYF)
    • Janus Henderson Tactical Income Active ETF (Managed Fund) (TACT)
    • ActiveX Kapstream Absolute Return Income Fund (Managed Fund) (XKAP)


Additional News and Research Providers Available on the IBKR Platform

Our clients enjoy access to dozens of free and premium market research and news providers.

New Providers
China Knowledge Logo

China Knowledge Online Pte Ltd is a financial newswires and research provider to global financial terminals and aggregators with a focus on Chinese equities, fixed income, mutual funds, OTC stocks, trusts, RMB and derivatives. The company is headquartered in Singapore and operators in other major cities of China such as HKSAR.

Macrorisk Analytics Logo

MacroRisk Analytics was created by a group of veteran Economics and Finance PhDs who have published extensive academic research explaining the foundations and evidence supporting their model. They also have over 10 patents that cover their methodology. MacroRisk Analytics is a two-time winner of the William F. Sharpe Indexing Achievement Award, given at the Global Indexing & ETFs conference, sponsored by IMN and Euromoney Institutional Investor PLC. MacroRisk Analytics research reports are provided via their MacroRisk Research service.

Smart Karma Logo

Smartkarma is an independent investment research network trusted by top investors with views not typically represented in sell-side research, and have until now only been available to professional fund managers with million-dollar research budgets. With Smartkarma Plus, institutional-quality research becomes available to private investors, continuing Smartkarma's mission to democratize access and insight.

Validea Logo

Interactive Brokers is pleased to announce a free new ETF research tool offered exclusively to IBKR clients. The new tool focuses on identifying new ETF investment ideas, analyzing ETFs through the lens of the major investing factors, and providing actionable factor, sector and risk-managed ETF model portfolios. Check out the tool here: ETF Research Today. The ETF research is free and powered by the investment research firm, VALIDEA.

This new tool offers the following features:

  • 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.

Coming Soon
Bridgeweave Logo

Bridgeweave is a London based Fintech that creates breakthrough solutions for wealth and investments powered by AI. Their core product, InvestorAi, acts like your personal quant analyst, using machine learning and AI tools to sift through billions of elements of data, every day. It generates investment ideas or insights which are intuitive, affordable, and easy to understand and beautifully presented on your mobile phone.

Bridgeweave's competitive advantage is their vertical AI product, InvestorAi, which has been trained specifically for wealth and investments. With deep sector knowledge and expertise, InvestorAi delivers unparalleled quality investment ideas/insights which are easy to use and understand at a competitive price point.

Seasonax Logo

Seasonax is a leader in seasonal trading pattern analytics. The whole idea of Seasonax is to provide users with an easy tool and access to interpret data and to make their investment decisions. It is based on recurring seasonal patterns that can be identified in stocks, indices, FX, commodities during the entire calendar year. In other words, with two clicks the user can determine the best date when to buy and sell individual market instruments based on historical performance.

SimplerTrading Logo

New technical indicators provided by Simpler Trading Company. These include the Squeeze Pro Indicator®, the Ready.Aim.Fire! Indicator® and the Moxie Indicator®. Apply any of these indicators to a chart for Technical Analysis purposes.

TF Securities Logo

TF International Securities Group is a wholly-owned subsidiary of TF Securities Co., Ltd. (“TF Securities”) in Hong Kong. TF International has established a strong presence in Hong Kong and serves clients from all around the globe to connect Chinese and global capitals. Subscription includes access to fundamental and economic research reports from Hong Kong and China.

Trade Ideas Logo

Trade Ideas gives technology reserved for hedge funds to the Individual Retail Investor with goal of enabling better decisions in the U.S. and Canadian equity markets. Our A.I. watches every stock and ETF in real-time to identify opportunities everyone else is missing.

Trade Ideas' Machine Learning AI performs a Quantitative Combine daily that reduces, via idea generations and risk management testing, a large universe of algorithms to 6 or 7 per day optimized for capturing alpha with the highest probability of success.

Updata Logo

Updata is a market leader in the provision of technical analysis and automated trading software. The software is compatible dozens of different data sources including Interactive Brokers right up to professional market terminals such as Bloomberg and Refinitiv Eikon. Users can run hundreds of different charts across multiple workspaces. The Technical Analysis tools cover all the bases including world leading point and figure. Automatic price targets are given with a single key press.

More Reasons Than Ever to Visit

IBKR Campus is your one-stop destination for learning about the markets, products and tools available to you at Interactive Brokers, while improving your understanding of current events and financial technology.

Students at computers
Traders' Academy Logo

We recently provided content to Coursera, an online provider of learning content, to create a certificate program called a Practical Guide to Trading. The program consists of four courses:

  • Fundamentals of Equities
  • Forex - Trading Around the World
  • U.S. Bond Investing Basics
  • Derivatives – Options & Futures

Upon successful completion of the program, you will be issued a digital certificate of accomplishment. Additional information, including fees and registration information for the certificate program, can be found at the Coursera website. The courses are also available for completion without certificate at Traders' Academy.

Traders' Academy offers more than 50 courses on investment products, IBKR trading tools, portfolio and risk analysis, investment analysis, APIs, advisor tools and taxes, including the following new courses:

In addition, the CME Group contributed content for the following courses:

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:


New Products

Interactive Advisors Offers Thirteen Socially Responsible Investing Portfolios

Interactive Advisors offers the following thirteen Socially Responsible Investing Portfolios, each seeking to invest in a basket of stocks with favorable Socially Responsible Investing characteristics and criteria by relying on systematic rules-based investment strategies that do not use conventional market capitalization weights.

  • Clean Air Portfolio: Designed to invest in environmentally conscious companies committed to reducing emissions, managing the sustainability of their energy consumption, and having a low-carbon footprint.
  • Company Transparency Portfolio: Designed to invest in companies that make an effort to protect their customers, by focusing on customer welfare and data security, and following best practices regarding product safety, quality and product labeling.
  • Customer Safety Portfolio: Designed to invest in companies that care about customer privacy and safety, product access and affordability, product quality and safety, and follow good selling practices.
  • Ethical Leadership Portfolio: Designed to invest in companies that follow best-practice corporate governance, competitive behavior, and risk management principles, and provide equal treatment of stakeholders.
  • Fair Labor & Thriving Communities Portfolio: Designed to invest in companies that care about the societies where they operate as well as maintain diverse and equal opportunities, and development opportunities for their workforce.
  • Gender Equality Portfolio: Designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for their workforce.
  • LGBTQ Inclusion Portfolio: Designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for their LGBTQ workforce.
  • Land Health Portfolio: Designed to invest in companies that pay attention to harmful land waste as a byproduct of their activities and take into consideration the safe treatment, storage, and disposal of solid waste while observing local and universal regulations.
  • Mindful Business Models Portfolio: Designed to invest in companies that display business model resilience and incorporate ESG elements into long-term planning.
  • Ocean Life Portfolio: Designed to invest in companies that manage their water use and place value on ocean and marine life.
  • Pure Water Portfolio: Designed to invest in companies that manage their water use and avoid contamination and toxic waste.
  • Racial Equality Portfolio: Designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for their workforce.
  • Sustainable Product Lifecycle Portfolio: Designed to invest in companies that consider the design, quality, and safety of products and services, focusing on the entire supply chain and the materials used in manufacturing products.

These portfolios use an Environmental, Social and Corporate Governance ("ESG") investment strategy. Such a strategy could limit the types and number of investment opportunities available to these portfolios, lead the portfolios to underperform a portfolio without an ESG focus or with a distinct ESG focus, and result in the portfolios investing in securities or industry sectors that underperform the market as a whole or foregoing opportunities to invest in securities that might otherwise be advantageous to invest in. Interactive Advisors could also be unsuccessful in creating a portfolio composed of companies that exhibit positive ESG characteristics.

The construction of the Socially Responsible Investing Portfolios reduces but does not eliminate exposure to companies that investors interested in socially responsible investing may consider to be undesirable. ESG investing is qualitative and subjective by nature, and there is no guarantee that the criteria utilized, or judgment exercised, by Interactive Advisors will reflect the beliefs or values of any one particular investor. Information regarding the Socially Responsible Investing practices of companies these portfolios invest is obtained through voluntary or third-party reporting, which may not be accurate or complete, and Interactive Advisors is dependent on this information to determine the inclusion of a company in a portfolio (based on its commitment to, or implementation of, socially responsible practices). There is no guarantee that these portfolios will produce returns similar to traditional investments. To review the full risk disclosures for investments in these portfolios, please read this document. Interactive Advisors' most recently updated Form ADV Informational Brochure may be reviewed here, and the Customer Relationship Summary here.

Additional information on the Socially Responsible Investing Portfolio construction process, actual trading results of the Firm-owned account managing the portfolio, and other information on the general features of these portfolios may be found in this white paper, on the individual portfolio pages and the Disclosures for Investments in Specific Portfolio Lines at this location.

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.

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 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.


IBKR Accolades

Interactive Brokers was recognized for low costs, advanced trading technology and a global product offering during Q2 2021.

Recognized as Best Online Broker

Interactive Brokers was recognized by Benzinga as Best Online Broker for Bonds and Best Online Broker for Mutual Funds

  • Best Online Broker for Bonds
  • Best Online Broker for Mutual Funds

Stocks & Commodities Readers' Choice Awards

  • Winner 2021 Stock Brokerage
  • Winner 2021 Futures Brokerage
  • Winner 2021 Forex Brokerage
Margin borrowing is only for sophisticated investors with high risk tolerance. You may lose more than your initial investment.

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

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

[1] US Gold is only available to legal residents of the United States. US Gold is not available to legal residents of Arizona, Montana, New Hampshire, and Rhode Island.

[2] Visit the CME website for current information about the delivery process, delivery periods, delivery terms and other topics.

[3] Margin Loan rate as of 05/26/21. IBKR calculates the interest charged on margin loans using the applicable rates for each interest rate tier listed on its website. Rates subject to change. For additional information on margin loan rates, see for Canada clients and for US clients.

[4] Rates obtained on 5/26/21 from for average HELOC rate, average personal loan rate and average credit card rate from

[5] 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.