Interactive Brokers for Institutions

Open an Account

PDF
Create a PDF of this page to save or print.

a complete turnkey solution for

Compliance Officers

in organizations such as exchanges,
hedge funds, mutual funds, brokers, banks
and insurance companies

IBEmployeeTrackSM provides a simple, cost-effective solution for organizations such as exchanges, hedge funds, mutual funds, brokers, banks, and insurance companies, who are required to report on their employee's outside brokerage account activity.

Start an Application   

Contact a Sales Representative

Note: Once you sign up for IBEmployeeTrack, you will no longer receive employee statements by email.

IBEmployeeTrack clients are provided with the following benefits:

  • Electronic access to employee trade activity. Daily reports on all employee trading accounts held at IB are automatically transmitted to your legal department to ensure ongoing compliance with in-house and external reporting requirements.
  • Custom feeds available for third party monitoring software.
  • The ability to send application invitations to employees and have a new employee account automatically linked.
  • Restrict your employees from trading designated symbols.
  • Customer-specific report design sends only the account data you request, such as trade confirmations, positions, interest and commissions, taxes, and fees.

IBEmployeeTrack Structure Chart

Single Fund
EmployeeTrack Management
PDF Guide
 
EmployeeTrack Brochure
PDF Format
 

Employee Marketing Handout

IB provides a customized handout for your employees with information about IB's broker services. This customized handout will be created upon registration. Click the button above for a generic sample of this document.


Employee Marketing Handout Sample

For information regarding IBEmployeeTrack, contact an Interactive Brokers Sales Representative or email us at employeetrack@interactivebrokers.com.

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300.

Interactive Brokers on FaceBook  Interactive Brokers on Twitter  Interactive Brokers on LinkedIn  Interactive Brokers on YouTube