Advisor
Registered Investment Advisors
Our turnkey custody solution helps advisors build a competitive advantage, manage their business with efficiency and serve clients at lower cost.*
The IBKR Advantage
- No ticket charges, no custodial fees, no minimums and no technology, software, platform or reporting fees.
- IBKR does not have an advisory team or a prop trading group to compete with you for clients.
- We provide a low-cost global trading and custody solution to advisors of all sizes.
- Trade stocks, options, futures, currencies, bonds and funds on over 150 markets from a single unified master account, and trade cryptocurrencies from the same platform.
- Use Tax Loss Harvesting to reduce your clients’ tax liabilities
- Use Custom Indexing to build portfolios that are modeled after Index ETFs and easily customizable for client investment goals.
- Streamline your workflow by investing client assets with Model Portfolios. Browse over 70 low cost, well-diversified portfolios or use our free advisor tools to create your own models.
- Free CRM, portfolio management and trading platform, plus PortfolioAnalyst®, a tool to consolidate your clients’ entire portfolio.
- Automated and flexible client billing.
- Free website building services.
Lowest Costs*
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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
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Margin rates up to 50% lower than the industry.2
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Earn interest of up to USD 4.58% on instantly available cash.3
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IBKR BestXTM is a powerful suite of advanced trading technologies designed to help clients achieve best execution and maximize price improvement while minimizing market impact.
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Earn extra income on your lendable shares.
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Which Plan is Best for You?
Compare PlansIBKR Lite
IBKR Lite provides retail clients with USD 0 commissions on US listed stock and ETF trades.
IBKR Pro
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, click here.
Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.
- IBKR Lite provides commission-free trades in US exchange-listed stocks and ETFs. For complete information, see ibkr.com/commissions.
- View our margin rates for more information.
- Restrictions apply. For additional information on interest rates, click here. Credit interest rate as of 06/02/23.
Technology to Help Advisors Succeed
Trading Platforms
Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
Goal Tracker
Goal Tracker projects the hypothetical performance of a portfolio and monitors how likely you are to achieve your goals.
Order Types and Algos
100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Advisor Tools
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advisor tools.
Pre-Trade Allocations
Use IBKR’s pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.
Allocation Order Tool
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.
Tax Loss Harvesting
Reduce your clients’ tax liabilities, using Tax Loss Harvesting
Free Account Tools
Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.
DocuSign (US Only)
Create semi-electronic applications for which clients can securely submit signatures using DocuSign (US only).
Create Client-Centric Investment Portfolios
Model Portfolios
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.
Custom Indexing
Create and customize direct index models based on the composition of ETFs tracking major indices.
Environmental, Social and Governance (ESG)
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.
Impact Dashboard
Use the Impact Dashboard to identify and invest in companies that share the values held by your clients.
IBKR Client Risk Profile
Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
ESG Impact Profile
Use the ESG Impact Profile to understand client preferences related to socially responsible and impact investing.
Spend Your Time on Your Clients
with Investment Models
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.
- Set target percentage allocations
- Invest all or a portion of clients’ funds into the model
- View and track model performance
We have four easy ways to get started with Models
| 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 |
Symbol by Symbol |
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 |
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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 |
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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. |
| 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 |
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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 |
Advisor Portal
A free and powerful client relationship management (CRM) platform
for advisors on the IBKR platform.
Integrated Client Management
Manage the full client acquisition and relationship lifecycle, use a Client Risk Profile tool to understand client risk tolerances and administer each client account.
Efficient Design
Use simplified workflows, logically grouped menus and user access rights to efficiently manage your relationships from any desktop or mobile device.
Reliable Client Onboarding Processes
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.
Manage User Access Rights
Create one or more Security Officers for the master account and designate up to 250 users by function or account.
Reporting & Analytics
Powerful Reporting Solutions
Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account.
Statements
Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.
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Flex Queries
Create statement templates called Flex Queries, which let you customize your activity data at the most granular level and download in XML or text format.
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Downloadable Statements
Save your statements in PDF or Excel format, or download them to a variety of third-party formats such as Quicken, Tradelog or CapTools.
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Transaction Cost Analysis (TCA)
TCA tracks the quality of your orders' transaction prices versus market conditions either at the time the orders were submitted or after the trade executes.
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Tax Optimizer
Tax Optimizer lets you change your tax lot-matching method to optimize your gains and losses.
Learn MoreFlexible Client Billing
Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.
Flexible Fee Structures
- Invoice clients for services rendered using automatic billing, electronic invoicing or direct billing.
- Fee structures for charging clients include percent of net liquidation value, blended fees, flat fees, percent of P&L, performance fee threshold or high-water marking.
Automated Fee Administration
- Assign client fees to individual accounts or use client fee templates to apply fees across clients.
- Charge client commissions to your master account or easily reimburse fees to client accounts.
Dynamic Fee Management
- Set maximum invoicing amounts or percentage caps.
- Meet your compliance obligations by notifying your clients of advisory fee details.
Client Support
Advisors on the Interactive Brokers platform have access to a number of resources for efficiently managing their business.
Website and Branding Support
White 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.
Compliance Support
IBKR provides compliance support for advisors.
Integrated Cash Management
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.
The Interactive Brokers Debit Mastercard®
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 Bill Pay to Conveniently Pay any Invoice
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.
Easily Transfer Money Between Your Bank and IBKR
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.
Discover a World of Opportunities
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
26
Currencies*
Learn More
*Available currencies vary by Interactive Brokers affiliate.
Graphic is for illustrative purposes only and should not be relied upon for investment decisions.
Explore our Global Offering
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.*
*Depending on client monthly volume, with a $1.75 minimum commission per order, but no more than 1% of trade value.
1. Any discussion or mention of an ETF is not to be construed as recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
A Broker You Can Trust
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
$12.2B
Equity Capital*
75.5%
Privately Held*
$9.0B
Excess Regulatory Capital*
2.20M
Client Accounts*
2.05M
Daily Avg Revenue Trades*
IBKR Protection
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section by clicking here.
Advisor Account Structure
Account Information
- With our global financial advisor account structure, advisors can support clients from over 200 countries and territories with a single, integrated advisor master account.
- Advisers should conduct their own research and/or seek legal advice regarding their registration requirements. Advisor registration requirements and the number of clients an advisor can have without registering vary by jurisdiction. For example, advisers in the US must be registered with the SEC if they have more than $100 million AUM or with the state(s) where they operate for (US securities) if they have more than $25 million AUM or a certain number of clients specified by the state (typically 1 or 6), unless you fall under an exemption from registration. Similarly, advisors who hold themselves out to the public for commodities must register with the CFTC and become an NFA member unless you fall under an exemption from registration.
- The account can be white branded with an advisor's corporate identity.
- The account can be white branded with an advisor's corporate identity.
- Advisor master account holders must be age 21 or older.
- Professional Registered Investment Advisors can create multiple tier accounts by adding Advisor, Proprietary Trading Group Separate Trading Limit (“STL”) and Multiple Hedge Fund master accounts to their account structure. Each Advisor, Proprietary Trading Group STL and Multiple Hedge Fund master account on the second tier can add client/sub/hedge fund accounts as required. Individual and Joint account holders under an Advisor account structure can add authorized traders to become STL accounts.
Open a Registered Investment Advisor Account
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.