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Family Office

Family Offices

Family Offices

IBKR's professional pricing, access to global markets, advanced trading platforms and cash management tools give portfolio managers the freedom they need to manage any family’s assets.

Professional Pricing Professional Pricing Global Markets Global Markets Innovative Technology Innovative Technology A Broker You Can Trust Strength & Security Hedge Fund Marketplace Hedge Fund Marketplace Account Structure Account Structure Advisor Services: Open Account Open Account

Contact our institutional sales team to learn more.

Sales Contacts

The IBKR Advantage

  • Manage multiple accounts from a single CRM interface, with flexible fee structures including automated administration and dynamic fee management.
  • Low margin rates, with rates as low as 4.83%.2 Cash, Reg-T and Portfolio Margin accounts that can be individually margined.
  • Manage user access rights for one or more accounts, granting permission-based access to trading and reporting functionality.
  • Allocate block trades across multiple client accounts with a single click, using a variety of criteria and methods.
  • Consolidate, track and analyze family portfolios with PortfolioAnalyst®, which includes multi-custody solutions, advanced reporting, custom benchmarks, risk metrics and more.
  • Directly access stocks, options, futures, currencies, bonds, funds and, where available, US Spot Gold and cryptocurrencies3 and more across 160 markets in 36 countries from a single unified platform. Fund your account and trade assets in 28 currencies.4
  • Access a vast selection of over 1 million bonds globally via IBKR's Bond Marketplace, with low, transparent commissions and no mark-ups or built-in spreads.
  • Use the Mutual Fund Marketplace to access over 43,000 funds worldwide, including over 18,000 no-transaction-fee funds.
  • The self-service Securities Loan Borrow (SLB) system lets you search for available quantities of shortable securities by symbol, exchange, ISIN or CUSIP number, including borrow rates and more.
  • IBKR's powerful, award-winning trading platforms and advanced tools for managing client assets. Available on desktop, mobile, web and API.
  • Earn extra income by lending fully-paid shares of stock via IBKR's Stock Yield Enhancement Program.

Professional Pricing - Maximize Your Returns

IBKR offers low trading fees1 and access to stocks, options, futures, currencies, bonds and funds from a single unified platform. If an exchange provides a rebate, we pass some or all of the savings directly back to you.

Learn About Commissions

Margin rates up to 53% lower than the industry.6

Compare Margin Rates

Earn interest rates of up to USD 3.83% on instantly available cash.5

Compare Interest Rates

Earn extra income on your lendable shares.

See Stock Yield Enhancement

Discover a World of Opportunities


Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week.

160

Markets

36

Countries

28

Currencies4


Global Markets

Graphic is for illustrative purposes only and should not be relied upon for investment decisions.

Map Locations
Local Time: Open Closed

NYSE : Closed | LSE : Open | HKSE : Closed

Technology to Help Advisors Succeed

Trading Platforms

Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.

Pre-Trade Allocations

Use IBKR's pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.

Order Types and Algos

90+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.

Free Family Office Tools

Spot market opportunities, analyze results, manage your account and make informed decisions with our free tools.

Create Client-Centric Investment Portfolios

Interactive Advisors

An actively managed robo-advisor and pioneer in online investing that offers low-cost, diversified portfolios customized for your needs.

Model Marketplace

The Model Marketplace, which is a repository of model portfolios provided by third-party vendors, helps you spend more time with clients and less time managing client-specific portfolios.

Model Portfolios

Models allow Advisors to create groupings of financial instruments based on specific investment themes and invest client funds into the Model, rather than taking time to invest in multiple, single instruments.

IBKR Client Risk Profile

Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.

Environmental, Social and Governance (ESG)

ESG scores from Thomson Reuters give you and your clients a new set of tools for making investment decisions based on more than just financial factors.

Integrated Client Management

Use our free CRM to manage the full client management lifecycle, improve client engagement and improve your understanding of client needs.

A Broker You Can Trust

When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times in the broader financial markets. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR from major market events that can threaten the stability of financial institutions.

IBKR

Nasdaq Listed

$17.5B

Equity Capital8

74.2%

Privately Held8

$12.4B

Excess Regulatory Capital8

3.34M

Client Accounts8

3.52M

Daily Avg Revenue Trades8


IBKR Protection
Secure metal vault door

Hedge Fund Marketplace

Interactive Brokers customers who are Accredited Investors or Qualified Purchasers under SEC rules can view information about and invest in independent Hedge Funds available through IBKR's online Hedge Fund Marketplace.

  • Browse and invest in participating Hedge Funds operated by third-party managers through a secure, password-protected area on our website.
  • View and download basic information about participating Funds, including documentation, private placement memoranda and subscription information.
  • Contact the Fund management company or request that the Fund contact you. Once you have made your investment decision and signed the proper documents with the Fund, you will be able to easily transfer funds from your IB account to and from the Fund.
Learn About the Hedge Fund Marketplace

Family Office Account Structure

Account Structure

A master account linked to multiple client accounts.

Account Information

Manage multiple accounts of varying types under a single login, including:
Individual, Joint, Trust, IRA, UGMA/UTMA, Corporation, Partnership, Limited Liability Company, and Unincorporated Legal Structures.

Client users can optionally directly fund, view statements and trade.

Automated allocations based on pre-trade defined criteria.

Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. See all available countries.


Open a Family Office Account

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at (202) 371-8300.

Start Application

Finish an Application

Guides

What You Need

Disclosures
  1. Low trading fees according to BrokerChooser Online Broker Survey 2025: Read the full article Online Broker Reviews, February 2025. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 3.83% for USD) on cash balances if you have a $100k account (net asset value)."
  2. According to StockBrokers.com Interactive Brokers Review: Read the full article Online Broker Reviews, January 29, 2025. "Interactive Brokers continues to lead with unbeatable margin rates, a significant advantage for active and professional traders." View our margin rates for more information.
    • INTERACTIVE BROKERS LLC IS A MEMBER OF NFA AND IS SUBJECT TO NFA'S REGULATORY OVERSIGHT AND EXAMINATIONS. HOWEVER, YOU SHOULD BE AWARE THAT NFA DOES NOT HAVE REGULATORY OVERSIGHT AUTHORITY OVER UNDERLYING OR SPOT VIRTUAL CURRENCY PRODUCTS OR TRANSACTIONS OR VIRTUAL CURRENCY EXCHANGES, CUSTODIANS OR MARKETS.
    • Trading in digital assets, including cryptocurrencies, is especially risky and is only for individuals with a high risk tolerance and the financial ability to sustain losses. For more information about the risks surrounding the trading of Digital Assets please see the "Disclosure of Risks of Trading Digital Assets".
    • IB is not party to any transactions in digital assets and does not custody digital assets on your behalf. All digital asset transactions occur on the Paxos Trust Company ("Paxos") or Zero Hash LLC ("Zero Hash") exchanges. Any positions in digital assets are custodied solely with Paxos or Zero Hash and held in an account in your name outside of IB.
    • Digital assets held with Paxos or Zero Hash are not protected by SIPC.
    • For more information about eligibility to trade digital assets with Paxos or Zero Hash, please see the FAQ.
    • Zero Hash LLC and Zero Hash Liquidity Services LLC are licensed to engage in Virtual Currency Business Activity by the New York State Department of Financial Services.
  4. Available currencies vary by Interactive Brokers affiliate.
  5. Restrictions apply. See additional information on interest rates. Credit interest rate as of May 5, 2025.
  6. For complete information, see our margin rate comparison
  7. Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
  8. Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.