Do you offer trading advice?

IBKR Lite is generally offered to direct US clients and any US client of an independent Advisor, including both Cash and Margin type accounts.  Direct accounts must be natural persons (i.e. cannot be Legal Entity, Org, etc.).  For standalone trust accounts, all trustees/beneficiaries on the account must be natural persons.  For trust accounts that are under an advisor, the trustees/beneficiaries may be legal entities…

IBKR operates as a discount broker and all client orders are self-directed by the client.  We do not offer investment guidance or advice or provide recommendations as to specific securities. We do, however, provide tools which offer clients the ability to screen lists of securities that meet their desired criteria…

Any market data subscriptions you maintain as an independent account will be automatically deactivated if you link your account up to an advisor. Once linked, your advisor will have discretionary trading authority over your account and you will no longer have access to the trading platform and therefore no need for market data. …

IBKR does not offer Percentage Allocation Management Module, or PAMM, accounts but does offer accounts through which the client can provide discretionary trading authority to a financial advisor of their choosing or to one of the actively managed or diversified portfolios offered by Interactive Brokers Asset Management…