MANAGE TRADING PERMISSIONS

The Interactive Brokers Mutual Fund Marketplace provides our clients around the world with a large availability of funds…

To find and purchase the BlackRock ICS Euro Liquidity Fund on IBKR, use one of the methods below.

Method 1: Search by ISIN in Client Portal…

LAUNCH PRODUCTS & EXCHANGES SEARCH TOOL

Clients holding excess funds may earn interest on the balances. The manner in which interest is paid is outlined on our website under the Pricing menu followed by…

The IBKR Mutual Fund Search Tool can be used to search for Money Market Funds available at IBKR. From the IBKR Products & Exchanges Search Tool you will want to select "Mutual Funds" under Asset Classes, then hit Apply. Then you can narrow your search by clicking the red filter button on the right and selecting "Money Market" under the Fund Type section. A list of the available funds will then be displayed with the option to download to XLS…

Retail Money Market funds are only available to Natural Persons (i.e. cannot be Legal Entity, Org, etc.). Any account that does not qualify as a natural person will not have their Money Market orders accepted even if the account has US – Mutual Fund Trading permissions approved. Money market funds require a minimum investment of $10,000 and orders must be placed in increments of $10,000…

MANAGE U.S. MUTUAL FUND DIVIDEND ELECTION

US Mutual Funds…

While mutual fund opening orders can only be entered in whole dollar amounts, any sell order including closing orders must be entered in share units. In the case of fractional shares, closing orders may be entered in the fractional share quantity…

Virtually all mutual fund issuers impose a maximum order size limitation on opening and closing orders for the purpose of managing the corresponding acquisition or disposal of underlying assets in the portfolio.

For assistance placing a large mutual fund order, please…

No, at this time at IBKR you cannot trade Canadian mutual funds. IBKR offers only US mutual funds, mutual funds traded through Euronext and mutual funds available to non-US residents …

Yes, clients can sell or transfer balances below the $10,000 minimum.  …

Yes, you can use the "Exchange" action on a fund position to sell the entire or partial position and use the sale proceeds to buy shares of another mutual fund.

• US Mutual Funds: IBKR only accommodates swapping of funds within the same fund family…

No. At this time, residents of Canada are not eligible to trade mutual funds through IBKR…

Advisors have the ability to trade mutual funds on behalf of their clients by using either an allocation order or by direct allocating…

Individuals who purchase or redeem mutual fund shares receive the next computed share price following the fund's receipt of the transaction order. Mutual fund orders are accumulated during the day and are transmitted to the fund at 15:59 for pricing. Once the…