Advisor On-Boarding
Financial Advisors –
Getting Started at IBKR
Our turnkey solutions help advisors of any size build a competitive advantage, manage their business with efficiency and serve clients at the lowest cost1.
Welcome to Interactive Brokers!
Our turnkey solutions help advisors of any size build a competitive advantage, manage their business with efficiency and serve clients at the lowest cost1. This page provides tools and resources to help you open an account, configure and customize your account settings, onboard clients, configure CRM and use the powerful tools available to you at IBKR.
How to Open an Advisor
Master Account
A brief summary of the information you will need to start your IBKR advisor application and open an advisor master account.
Login and Get Started with Advisor Portal
After opening and funding your advisor master account, you will log into Advisor Portal, our free and powerful client relationship management (CRM) platform.
Adding Users and User Roles
After opening and funding your advisor master account, you will need to define users and user roles for your account, grant them access to a subset of Advisor Portal functions, and/or grant access to functions for one or more sub-accounts.
IB Key Security via IBKR
Mobile - iPhone©
Learn how to use our IB Key two-factor authentication security when managing your account, logging in to trade or managing your Interactive Brokers Debit Mastercard® transactions.
IB Key Security via IBKR
Mobile - Android®
Learn how to use our IB Key two-factor authentication security when managing your account, logging in to trade or managing your Interactive Brokers Debit Mastercard® transactions.
How to Add Contacts
and Prospects
Review the steps for adding a single contact or multiple contacts to Advisor Portal.
Setting Fees and Configuring Fee Templates
In this lesson, we will the review the flexibility Advisor Portal provides for configuring client fees manually or through use of templates.
How to Invite Prospects to Open an Account
Learn how to use Advisor Portal to invite prospects to open an account and review our fully and semi-electronic account application processes.
Advisor Portal Banking Features
Review the steps for managing position and fund transfers, configuring product trading permissions and creating market data subscriptions.
Deposit Funds via Bank Wire
at IBKR
Learn to create deposit notifications, which are essential for transferring funds into your IBKR account via bank wire.
Creating and Customizing
Client Statements
Advisors can create activity statements at the Advisor account level, individual client account level or create a consolidated statement for some or all accounts.
White Branding
Learn how to apply your distinct branding to your client statements, account registration and other materials, including performance reports created by PortfolioAnalyst.
Onboard Multiple Client Accounts Using Excel Workbook
In this lesson you will learn how to bulk upload multiple client accounts into Advisor Portal using a single Excel workbook.
IBKR Mobile for Advisors
Learn how to trade and view the portfolios of your individual client accounts, account groups and models using IBKR Mobile for iOS© or Android.
IBKR's Advisor Portal and Message Center Ticketing System
Use Advisor Portal to access the Message Center and various account support tools available through the Ticketing System.
Investing for Clients Using TWS –
Account Groups
Learn about using Trader Workstation (TWS) to pre-trade allocate to client accounts, configuring which accounts to include in a trade and dividing shares among clients.
Investing for Clients Using TWS -
Allocation Profiles
Review the steps for creating Allocation Profiles. Allocation Profiles let Advisors manually specify allocations amongst a specific group of clients by predetermining the number of shares, a percentage or a ratio at which the trade will allocate.
Rebalance Portfolio Tool
Learn how to use the Trader Workstation (TWS) Rebalance Portfolio Tool to automatically rebalance all accounts, a single account or user-defined Account Groups or Models.
Model Portfolio Overview
Advisors using Model Portfolios can create theme-based investment strategies and invest client accounts directly into the strategies.
TWS Model Portfolios - Independent and Model Positions
Review the two sides of an account when running Model Portfolios and learn how the software may be programmed to recognize existing client holdings before investing in a Model.
Tax Optimizer
The IBKR Tax Optimizer tool helps you manage stock, option, bond, warrant, single-stock future and mutual fund gains and losses for tax purposes.