Information for Individuals & Advisors
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.
Advisors who manage client accounts in excess of state registration minimums (generally 16 or more accounts and US $25 million in assets) must be registered under local regulatory law (e.g. Registered Investment Advisors (RIA) for US securities and Commodity Trading Advisors (CTA) for US commodities).
Interactive Brokers Canada offers the following account types:
- Individual, which includes the following sub-types:
- Joint (two parties only)
- Informal Trust (same as individual application for IB Canada)
- Formal Trust (start individual application, then select Trust)
- Registered, which includes the following sub-types:
- Regular Retirement Savings Plan
- Spousal Retirement Savings Plan
- Tax-Free Savings Accounts
- Advisor, which includes the following sub-types:
- Family Account
For individuals benefiting from a power of attorney or trading authorization from close family members and wishing to trade multiple accounts from a single interface for close family members. Non-registered individuals may manage multiple sub-account(s) for a maximum of 5 close family members only. Corporations may not open master accounts. Click here to open a Family Account.
- Professional Advisor
For professionals duly registered with the relevant securities commissions wishing to manage an unlimited number of sub-accounts. Click here to open a Professional Advisor Account.
Corporations or partnerships should apply for an Institution account.
If you are confused about which type of account to open, or have any question regarding the application process, please contact IB Canada at 877-745-4222, or send us a question here.
Family Advisor Account
For information regarding your account, contact Interactive Brokers by clicking here.
For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300.