Interactive Advisors Instructions

Interactive Advisors Portfolios for Advisor Clients




Interactive Advisors offers dozens of portfolios, including the Smart Beta portfolios. These unique products combine the benefits of actively managed mutual fund stock selection techniques with the low costs of ETFs to provide broad market exposure and potentially higher returns. Smart Beta portfolios have low management fees of just 8 basis points and low investment minimums. Advisors can now pass the benefits Interactive Advisors offers to their clients.

How Advisors can invest in Interactive Advisors Portfolios for their Clients


Log into IB Account Management with your Advisor master account, and then locate Interactive Advisors in the Money Manager section of the IB Investors' Marketplace.
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Click the blue Link button on the bottom of Interactive Advisors Money Manager listing, and then electronically sign a sub-advisory agreement with Interactive Advisors.

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Interactive Advisors will review your link request and contact you via phone or email to complete the signup process.



Questions? We're here to help.


1-866-825-3005
support@ibkram.com