Advisor
Registered Investment Advisors
Our turnkey custody solutions help advisors build competitive advantage, manage their business effectively and serve clients efficiently.
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.
- IBKR can service advisor clients in over 200 countries and territories around the world.
- 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 160 markets from a single unified master account, and trade cryptocurrencies from the same platform.
- Choose from our Streamlined, Streamlined Plus and Full-Service client service models to deliver an experience tailored to your clients’ needs.
- 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.
Professional Pricing - Maximize Your Returns
IBKR offers low trading fees1 and access to stocks, options, futures, currencies, bonds and funds from a single unified platform. If an exchange provides a rebate, we pass some or all of the savings directly back to you.
Learn About CommissionsMargin rates up to 53% lower than the industry.2
Compare Margin RatesEarn interest rates of up to USD 3.83% on instantly available cash.3
Compare Interest RatesEarn extra income on your lendable shares.
See Stock Yield Enhancement- Low trading fees according to BrokerChooser Online Broker Survey 2025: Read the full article Online Broker Reviews, February 2025. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 3.83% for USD) on cash balances if you have a $100k account (net asset value)."
- For complete information, see our margin rate comparison
- Restrictions apply. See additional information on interest rates. Credit interest rate as of May 5, 2025.
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
90+ 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.
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.
Retirement Plan Administration
Your clients can link their Employee Plan Administrator and SIMPLE IRA accounts to your IBKR Advisor account for professional management of retirement plans.
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 |
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 |
|
|---|---|
|
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 |
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
PortfolioAnalyst
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 PortfolioAnalystCommentary Generator
The Commentary Generator uses generative AI to automatically create monthly reports for clients that summarize their latest portfolio performance and ticker-specific news from Benzinga, Traders' Insight, the Fed's Beige Book, and more. The AI combs through dozens of sources and cites them for your convenience, saving you time and allowing you to complete research that would otherwise take hours in seconds. Edit the text as needed, then download a PDF for easy distribution.
Learn About Commentary Generator
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.
Learn About Comprehensive Reporting
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.
Learn About Comprehensive Reporting
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.
Learn About Comprehensive Reporting
Daily Margin Reports
Daily margin reports detail requirements by underlying.
Learn About Comprehensive Reporting
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.
Learn About Comprehensive Reporting
Tax Optimizer
Tax Optimizer lets you change your tax lot-matching method to optimize your gains and losses.
Learn About Tax OptimizerFlexible 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.
White Branding
White brand statements, client registration and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.
Client Sites for RIAs
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.
Advisor Roundtable
Join our quarterly advisor-led roundtable discussion on how advisors use the robust tools and features available on the IBKR platform to manage client wealth, perform estate planning, and grow their business.
Compliance Support
IBKR’s website provides information, tools and preferred providers to help financial professionals learn more about becoming a registered investment advisor, understanding industry regulation and setting up their firm.
Bulk Download of Client Documents
More easily complete regulator or internal auditing with a bulk download tool that allows for straightforward retrieval of client documents.
Advisor Service Models
Registered investment advisors can choose from three service models, which offer enhancements such as:
Operational Control
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.
An Enhanced Dashboard
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.
Improved Messaging
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.
We offer three customizable participation levels:
| Authorization Level | Streamlined All-Client Enrollment | Streamlined Plus All-Client Enrollment | Full-Service Per-Client Enrollment |
|---|---|---|---|
| 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 specific administrative tasks on behalf of clients. Instead of logging in to the Client Portal, clients may use a simplified approval process for tasks requiring their approval. Clients are automatically enrolled at the service level, and available authorizations are applied during the account 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 | Advisors who are duly registered.* |
Registered Advisors with at least USD 100 million** in assets under management, including: • SEC-registered advisors • CFTC-registered advisors who are also SEC or state-registered • Advisors registered outside the U.S. | 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. |
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.
160
Markets
36
Countries
28
Currencies*
Global Markets
*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
IBKR GlobalAnalyst
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.
Bond Marketplace
IBKR has no mark-ups or built-in spreads and offers low and fully transparent commissions on bonds. Access a vast universe of more than 1 million bonds and trade US Treasuries around the clock five days per week.
Mutual Fund Marketplace
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 500 fund families and filter funds by country, fund family, transaction fee or fund type.
Short Securities Availability
The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities. Shortable availability and borrow fees are broadcast in real-time on Trader Workstation (TWS), IBKR Desktop, the Client Portal, FTP files and API data feeds.
Overnight Trading Hours
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
Access to Cryptocurrencies
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.
- 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 in the broader financial markets. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR from major market events that can threaten the stability of financial institutions.
IBKR
Nasdaq Listed
$17.5B
Equity Capital*
74.2%
Privately Held*
$12.4B
Excess Regulatory Capital*
3.34M
Client Accounts*
3.52M
Daily Avg Revenue Trades*
IBKR Protection
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Advisor Account Structure
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Advisor User
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Advisor User
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Advisor User
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Master Account
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Client
Account-
Client User
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Client User
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- Hedge Fund Account
- Advisor Trading Account
- Pension Plan Trust Account
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UGMA/UTMA Account
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Custodian
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Advisor
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Advisor User
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Client
AccountClient
Account
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Proprietary Trading Group Separate Trading Limit (STL)
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Supervisory User
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Sub
AccountSub
AccountSub
Account
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Multiple Hedge Fund
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Investment Manager
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Fund
AccountFund
Account
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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.
- 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.
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.
- Low trading fees according to BrokerChooser Online Broker Survey 2025: Read the full article Online Broker Reviews, February 2025. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 3.83% for USD) on cash balances if you have a $100k account (net asset value)."
- Restrictions apply. See additional information on interest rates. Credit interest rate as of May 5, 2025.
- For complete information, see our margin rate comparison
- Eligible advisors will be enrolled during the application.
- Registered advisors with accounts at IBIE must have EUR 50MM in assets under management. Registered advisors with accounts at IBUK must have GBP 50MM in assets under management.
- Available currencies vary by Interactive Brokers affiliate.
- Any discussion or mention of an ETF is not to be construed as a 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.
- Depending on client monthly volume, with a USD 1.75 minimum commission per order (but the minimum is subject to a cap of 1% of trade value).
- Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.