Our turnkey custody solution helps advisors build a competitive advantage, manage their business with efficiency and serve clients at lower cost.*
Commissions start at USD 0 on US listed stocks and ETFs with low commissions on other products, and there are no added spreads, ticket charges or account minimums.1, *
Learn More About CommissionsMargin rates up to 49% lower than the industry.2
Learn More and Compare Margin RatesEarn high interest rates of up to USD 4.83% on instantly available cash.3
Learn More and Compare Interest RatesIBKR BestXTM is a powerful suite of advanced trading technologies designed to help clients achieve best execution and maximize price improvement while minimizing market impact.
Learn More About Best ExecutionEarn extra income on your lendable shares.
Learn More About Stock Yield EnhancementIBKR Lite provides retail clients with USD 0 commissions on US listed stock and ETF trades.
IBKR Pro is for sophisticated investors and active traders. It accesses IB SmartRoutingSM. IB SmartRoutingSM helps support best execution by searching for the best available prices for stocks, options and combinations across exchanges and dark pools.
* For more information, see our disclaimers.
Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.
Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
Goal Tracker projects the hypothetical performance of a portfolio and monitors how likely you are to achieve your goals.
100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advisor tools.
Use IBKR’s pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.
Transform and streamline the creation, execution and allocation of group orders. Project, preview and allocate trades to take advantage of potential capital losses for all or some of your invested clients. Develop and deploy investment strategies in minutes to capture opportunities in volatile markets.
Reduce your clients’ tax liabilities, using Tax Loss Harvesting
Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.
Create semi-electronic applications for which clients can securely submit signatures using DocuSign (US only).
Models allow Advisors to create groupings of financial instruments based on specific investment themes and invest client funds into the Model, rather than taking time to invest in multiple, single instruments.
Create and customize direct index models based on the composition of ETFs tracking major indices.
ESG scores from Refinitiv give you and your clients a new set of tools for making investment decisions based on more than just financial factors.
Use the Impact Dashboard to identify and invest in companies that share the values held by your clients.
Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
Use the ESG Impact Profile to understand client preferences related to socially responsible and impact investing.
Your clients can link their Employee Plan Administrator and SIMPLE IRA accounts to your IBKR Advisor account for professional management of retirement plans.
Streamline your workflow by investing your client assets with Model Portfolios.
Establish a portfolio of financial instruments, and then trade this model on
behalf of your clients.
Browse over 70 low-cost, well-diversified portfolios |
Use our free advisor tools to create your own models |
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Interactive AdvisorsTM |
![]() Models by recognized institutions |
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![]() Custom Indexing |
How it works |
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Select from 50+ portfolios in various styles such as Smart Beta, ESG, Asset Allocation and more. |
Select from top-tier vendor models designed by Cambria Investments, WisdomTree, John Hancock Investment Management, Global X, AGFiQ and many more. |
Build your model symbol-by-symbol. You have customized controls with advanced tools to manage and rebalance your investments. |
Create and customize direct index models based on the composition of ETFs tracking major indices. |
Ease of use |
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Customization |
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Exclude Certain Stocks |
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Rebalance Reminders |
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Auto-Rebalancing |
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Cost and Fees |
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Interactive Advisors: |
USD 0.01 to 1.00 |
USD 0.00 |
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Browse IA Models | Browse Vendor Models | Browse Model Portfolios | Learn About Custom Indexing |
Browse over 70 low-cost, well-diversified portfolios |
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Interactive AdvisorsTM |
![]() Models by recognized institutions |
Select from 50+ portfolios in various styles such as Smart Beta, ESG, Asset Allocation and more. |
Select from top-tier vendor models designed by Cambria Investments, WisdomTree, John Hancock Investment Management, Global X, AGFiQ and many more. |
Browse IA Models | Browse Vendor Models |
Use our free advisor tools to create your own models |
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![]() Symbol by Symbol |
![]() Custom Indexing |
Build your model symbol-by- symbol. You have total control with advanced tools to manage and rebalance your investments. |
Create and customize direct index models based on the composition of ETFs tracking major indices. |
Browse Model Portfolios | Learn Abotu Custom Indexing |
Manage the full client acquisition and relationship lifecycle, use a Client Risk Profile tool to understand client risk tolerances and administer each client account.
Use simplified workflows, logically grouped menus and user access rights to efficiently manage your relationships from any desktop or mobile device.
IBKR offers multiple options for adding clients and migrating to our platform, including a mass upload feature and support for customized client account applications using our application XML system.
Create one or more Security Officers for the master account and designate up to 250 users by function or account.
PortfolioAnalyst lets your clients link their investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance against benchmarks. Use the Performance Attribution report to quickly understand how weighting (sector allocation) and contribution to return for each sector compare to the S&P 500 for the period of the return.
Learn About PortfolioAnalystWhite brand statements, client registration and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.
IBKR Advisor Client Sites provides a complimentary website with custom graphic design and modern functionality. We will work with RIAs to create a customized, professional business website.
IBKR provides compliance support for advisors.
The service models allow you to complete various tasks, such as funding requests and information changes, on behalf of your clients. Once entered by the advisor, clients will use a simplified process to approve, sign and confirm your action.
The Client Pending Items tab (formerly Pending Items) on our Dashboard shows you all pending tasks for your clients and allows you, as the advisor, to complete the task on behalf of the client or send an automated email asking your client to address the task.
We redesigned our Sub Account Messages tab and streamlined communications from IBKR by aggregating, categorizing and routing messages to the advisor to avoid unnecessary client contact.
Authorization Level | Streamlined All-Client Enrollment | Streamlined Plus All-Client Enrollment | Full-Service Per-Client Enrollment |
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Overview |
Offers a simplified process for clients to approve funding requests, sign agreements and confirm changes or instructions entered by the advisor. Communications from IBKR are aggregated, categorized and routed to the advisor to avoid unnecessary client contact. Advisors can configure the specific features. |
Advisors can perform certain adminstrative tasks on behalf of clients. Clients may use a simplified approval process for task requiring their approval instead of logging into Client Portal. Available authorizations are applied to all of an advisor's clients who are automatically enrolled during application. |
Clients allow advisors to perform additional tasks on their behalf, including administrative tasks and the ability to move funds or assets to new places. Each client must enroll individually and select the powers they want to grant to the advisor. |
Authorizations | |||
Core Authorizations | |||
Vote Shares and Make Elections Regarding Positions | |||
Request to Send Electronic Notices, Confirmations and Account Statements only to Advisor | |||
Update Account Information, Account Settings, Trading Permissions and Tax Forms | |||
Special Programs and Alternative Investments | |||
Provide or Change Banking and Transfer Instructions | |||
Send Third Party Payments and Wires | |||
Client Approval Method | Text Notification | Text Notification | No Approval Required |
Auto-enroll All Clients | Yes | Yes/No | No |
Eligibility | U.S. advisors who are duly registered.* | SEC registered advisors or CFTC registered advisors who are also state registered, with at least USD 100 million in assets under management. | Registered advisors subject to compliance review. |
Requirements | Advisors and clients must sign IBKR documentation. | Once the advisor is enrolled, all eligible new clients will be enrolled during the account application process and cannot opt out of the program. Existing clients must sign an addendum for authorization to apply. | Advisors must maintain professional registration status. Clients must complete and submit an executed form. |
*Eligible advisors will be enrolled during the application.
Unlike other brokers with separate bank accounts in which you have to transfer cash back and forth, IBKR's cash management is integrated into your broker account. This means that you can always borrow at the lowest rates without having to worry about first transferring cash.
US clients can automatically borrow against your broker account at our low margin rates without monthly minimum payments or late fees by adding an Interactive Brokers Debit Mastercard to your account. The Interactive Brokers Debit Mastercard provides you with the convenience of accessing your account funds anywhere Debit Mastercard is accepted around the world.
Use our Bill Pay to conveniently send funds to such vendors as the tax authorities, your cellular provider, or you cable company electronically. If your payee isn’t electronically available, we’ll print a check to send funds to any vendor such as your dentist or doctor. If there isn’t enough uninvested cash in your account, you can automatically borrow at the lowest rates.
US-based clients can conveniently transfer funds between their IBKR account and US-based bank accounts electronically through ACH.
Use our mobile app to deposit checks anywhere, or sign up for automatic payroll deposit.
Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week.
150
Markets
33
Countries
27
Currencies*
*Available currencies vary by Interactive Brokers affiliate.
Graphic is for illustrative purposes only and should not be relied upon for investment decisions.
Interactive Brokers strives to provide the best deal on bonds by passing through to our clients the highest of all bids and lowest of all offers we receive from the electronic venues we access. We do not widen spreads, apply hidden fees or markup quotes.
The Mutual Fund Marketplace offers an extensive availability of mutual funds from around the world. Use our Mutual Fund Search Tool to search funds from more than 550 fund families and filter funds by country, fund family, transaction fee or fund type.
The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities from within Client Portal.
IBKR GlobalAnalyst is designed for investors who are interested in international portfolio diversification. It helps you find new opportunities to diversify your portfolio and discover undervalued companies that may have greater growth potential.
Trade select US stocks and ETFs around the clock, five days per week. Access US stocks and ETFs when market-moving news happens and trade during Asian market hours or whenever it is convenient for you.1
Seamlessly access Bitcoin, Bitcoin Cash, Ethereum and Litecoin from our advanced trading platforms, with commissions of just 0.12% to 0.18% of trade value.*
When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.
IBKR
Nasdaq Listed
$13.3B
Equity Capital*
74.6%
Privately Held*
$9.4B
Excess Regulatory Capital*
2.43M
Client Accounts*
1.91M
Daily Avg Revenue Trades*
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Our Advisor accounts let Professional Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs) execute and allocate trades among multiple clients from a single order management interface.
View Institutional Account Types
View Individual Account Types
Disclosures
The projections or other information generated by PortfolioAnalyst® or Tax Loss Harvesting regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.
The information provided here is not intended to serve as tax advice and should not be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local, or other tax statutes or regulations. It is also important to acknowledge that this information cannot be relied upon to resolve any tax issues.