Become a Referrer

Refer clients to Interactive Brokers and receive payouts of eligible client referrals.

Referrers

A Referrer is an individual or a firm that specializes in providing training and coaching, trading information, systems and tools, and professional services to clients through public or private channels. Professional services may include websites, forums, seminars, scheduled courses or direct personal contact. Referrers should not present themselves as financial advisors or brokers to the investors and should not provide direct buying or selling advice on any specific investment products.

IB Referral Program

Eligible individuals and entities (with or without IB accounts) can receive flat-fee or commission-based payouts by referring eligible clients to IB. We have two kinds of referral programs:



Overview

Commission BasedCommission-Based Referrer

As an IB Commission-Based Referrer, you can send invitations to potential clients and view the status of client accounts (open, funded, traded). Only clients can perform account administration, funding, trading access and user management functions for their accounts in Account Management.

A Commission-Based Referrer account is an account structure that consists of a Referral Master Account and linked client accounts. The Referrer sends client account invitations to interested clients who then register online with Interactive Brokers by opening and configuring their own trading accounts.

As a Flat Fee-Based Referrer, you can refer clients to Interactive Brokers and earn a flat fee for each referred client who maintains an active IB account for one year.

Benefits

Commission BasedCommission-Based Referrer

Log in to Account Management to send client invitations.

If you prefer, you can use a unique hyperlink to our referral client application for all referrals. Simply send yourself an invitation, and then send the link that you receive to applicants, or add the link to your website.

View client account status (open, funded, traded) in Account Management.

Run Activity Statements to track client commissions.

Set up multiple users at the master account level to perform Account Management functions such as sending client account invitations.

Log in to Account Management to send client invitations.

If you prefer, you can use a unique hyperlink to our referral client application for all referrals. Simply send yourself an invitation, and then send the link that you receive to applicants, or add the link to your website.

View client account status (open, funded, traded) in Account Management.

Who is Eligible?

Commission BasedCommission-Based Referrer

A Commission-Based Referrer Account must be an organization1:

  • Partnership
  • Corporation
  • Limited Liability Corporation
  • Unincorporated Business

Commission-based referred clients must be one of the following types of Interactive Brokers accounts:

  • Individual, Joint and Trust
  • Proprietary Trading Group (Pool Account or Single Trading Limit Account)

Flat Fee-Based Referrers are:

Individuals who reside in any country EXCEPT Spain1.

You do not have to be a current IB client to qualify, but any current IB account holder with an Individual, Joint, Trust or IRA account is eligible to become a Flat Fee-Based Referrer.

IB account holders with Advisor and Broker accounts and Advisor and Broker clients are NOT eligible to become Flat-Fee Based Referrers.

Clients referred by Flat Fee-Based Referrers can open any type of Interactive Brokers account, including Advisor accounts.

Restrictions

Commission BasedCommission-Based Referrer

The Commission-Based Referral Program is not available to Referrers and referred clients from the US, Canada and Spain.

You cannot participate in both the Commission Markup Referral and IB Financial Advisor programs.

If you currently maintain an IB Advisor account, we will not accept your application. If you open an Advisor account with IB after you have been approved as a Flat Fee-Based Referrer, we will remove you from the program.

Payout Schedule

Commission BasedCommission-Based Referrer

Commission-Based Referrers earn fees for each eligible client referral for up to three years. The fees are markups that are paid by the referred client according to the following schedule:

  • 30% of commissions in Year 1
  • 20% of commissions in Year 2
  • 10% of commissions in Year 3

The program ends after three years.

Flat Fee-Based Referrers earn payouts based on their country of residence.

Payouts2 to Referrers in the United States are subject to the following rules:

  • The referred client must maintain at least $10,000 or USD equivalent in his or her account for a minimum of one year.
  • A payment of $200.00 will be sent when a referred client opens and maintains a funded account for one year.

Payouts2 to referrers outside of the United States are subject to the following rules:

  • For each referral, IB will pay 30% of commissions up to $200.00.
  • The first payment of $100.00 will be sent when the referred account reaches $333.34 in commissions.
  • The second payment of $100.00 will be sent when the referred account reaches $666.67 in commissions.
  • Referred clients must maintain at least $10,000 or USD equivalent in their account.
  • Payouts are available for up to one year from the opening of the referred customer account.
  • Referral fees will be paid on a monthly (mid-month) basis.

Apply Now

Commission BasedCommission-Based Referrer

Account Management for Referrers


Did You Know?

Referrers from 56 countries participate in the program.

Referred accounts can generate six figure commissions.



Anguilla Australia Austria Belgium Bulgaria Canada Cayman_Islands Chile China Cyprus Czech_Republic Denmark Dominica Egypt Estonia Finland France Germany Ghana Greece Hong_Kong Hungary India Indonezia Israel Italy Jamaica Japan Laos Latvia Malaysia Mexico Netherlands Netherlands_Antilles New_Zealand Peru Philippines Poland Portugal Russia Singapore Slovakia Slovenia South_Africa Spain Switzerland Taiwan Thailand Tunisia Uganda Ukraine United_Arab_Emirates United_Kingdom USA Venezuela Viet_Nam

Networking with friends, acquaintances, colleagues and customers is the key communication channel.


Disclosures
  1. Due to regulatory restrictions, IB can neither accept referrers from Spain, nor pay referral fees for accounts originating in Spain.
  2. Payments are subject to the terms and restrictions of the program. IB is under no obligation to pay out the referral bonus should all terms not be met.