Eligible advisors may request the capability to “Advise on Cryptocurrency” for their clients within their Advisor Portal. To request this capability, login to the portal and select Settings followed by Account Settings and Professional Advisor Qualification. Once the advisor has the capability to advise on cryptocurrency in their advisor account, their clients will be able to request "Cryptocurrencies" permissions. For information on how to request trading permissions in a client account, please click here.
Please Note
- Advisors can now use the allocation tool for cryptocurrency trades.
- Unregistered Financial Advisors with paying clients or a website are not eligible to trade or advise on cryptocurrencies (except for Hedge Fund client accounts).
- Markups on cryptocurrency trades are supported for registered Financial Advisors that are NFA Registered for Commodities Trading.
All exchange and custody services in connection with trading and holding cryptocurrency tokens and other digital asset tokens through IBKR trading platforms are provided by Cryptocurrency Service Providers. Learn more.