IBKR offers EmployeeTrackSM, a solution for monitoring employee trading risk.
This page provides information and resources to help you monitor the global trading activity of employees from over 200 countries and territories.
Employees can access stocks, options, futures, currencies, bonds and funds on over 150 markets in 33 countries from a single Integrated Investment account. Our Stock Yield Enhancement Program, provides employees with an opportunity to earn extra return by lending their fully paid shares to IBKR. Additionally, our Lowest margin rates and IB SmartRoutingSM helps support best execution by searching for the best available prices for stocks, options and combinations across exchanges and dark pools.
Grant access to compliance officers across offices and regions within your organization.
View, search, and manage employee accounts from a single, easy-to-use dashboard and invite employees to open IBKR accounts.
Access employee statements and trade confirmations to review personal brokerage account activity. Generate reports by symbol, trade count, or account equity.
Implement trade restrictions, sanctioned security lists, blackout windows, and minimum holding periods. Restrict trades by product type, sector, industry, issuer, or symbol.User Guide
IBKR provides a data feed to EmployeeTrackSM Compliance Officers who want to integrate their data with third-party software.
We provide data feeds for the following third-party software:
EmployeeTrackSM provides a simple, cost-effective solution for organizations such as exchanges, hedge funds, mutual funds, brokers, banks, insurance companies, law firms, accounting firms and consulting firms who are required to monitor their employees' trading activity.
Compliance Officers can appoint one or more compliance employees to administer employee accounts any time after the application is complete. These compliance employees can access multiple individual, joint, trust and IRA employee accounts for the purpose of monitoring trading activity.
Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. Click here for a list of available countries.
Looking for an answer? Browse our extensive inventory of frequently asked questions.
Learn about the tools, markets and technology available to you as a broker on the IBKR Platform. Stay on top of market events at Traders Insight, learn about programming at the Quant Blog, subscribe to our Podcast channel for interviews and audio articles covering the world of finance, or sign up for a complimentary webinar.
Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform.
IBKR offers margin rates from USD 5.33% - 6.33%, the lowest margin loan interest rates of any broker, according to the StockBrokers.com Online Broker Survey 2022 Read the full article.
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