CRM for Advisors and Brokers


Manage your client relationship life cycle in one place at no extra cost.


From contact to prospect to client to former client and back again

Contact
Prospect
Applicant
Client
Closed
Check
Application
Progress
View
Current Client
Account
Details
Interactive Brokers' database-driven Client Relationship Management (CRM) lets advisors and brokers manage the entire client relationship life cycle in one place.

  • Fully integrated into Advisor Portal and Broker Portal.
  • Store, view and update information about all of your contacts, including prospects, clients, former clients, colleagues, and personal and professional relationships in one place.
  • Quickly turn prospects into clients by sending electronic client account invitations.
  • Manage all of your client emails, including sending emails and viewing email history through a secure, third-party email service.1
  • Send emails to multiple people using the Bulk Email feature.
  • Add notes to track your client relationships and quickly sort, edit and delete notes.
  • Add tasks and events related to any contact and quickly see upcoming tasks and events on the CRM calendar.
  • Check on the progress of client account applications and view detailed information about your current clients with a click of your mouse.
  • Maintain CRM records for closed client accounts for future re-opening.
  • Use a simple search to quickly find contacts or enter a variety of search criteria to conduct a more detailed search.
  • Quickly jump between the Dashboard and CRM for different views of your client accounts.
  • Organize all of your contacts into groups to more easily manage your business.
  • Upload many contacts at once by importing .CSV files from Microsoft Excel.
  • Easily delete and print records.
Disclosures
  1. Interactive Brokers provides secure email accounts with 25 GB of storage through Rackspace for USD $1.20 per month, which will be charged to your IB account. You set up these email accounts through CRM, and they cannot be accessed by Interactive Brokers.