Our turnkey custody solution helps advisors build a competitive advantage, manage their business with efficiency and serve clients at lower cost.
IBKR offers the lowest1 cost and access to stocks, options, futures, currencies and bonds 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 Commissions
Margin rates up to 49% lower than the industry.2Compare Margin Rates
Earn interest rates of up to USD 4.83% on instantly available cash.3Compare Interest Rates
Earn extra income on your lendable shares.See Stock Yield Enhancement
Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
Goal Tracker projects the hypothetical performance of a portfolio and monitors how likely you are to achieve your goals.
100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advisor tools.
Use IBKR’s pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.
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.
Reduce your clients’ tax liabilities, using Tax Loss Harvesting
Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.
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.
Create and customize direct index models based on the composition of ETFs tracking major indices.
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.
Use the Impact Dashboard to identify and invest in companies that share the values held by your clients.
Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
Use the ESG Impact Profile to understand client preferences related to socially responsible and impact investing.
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.
Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.Learn About Comprehensive Reporting
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
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 detail requirements by underlying.Learn About Comprehensive Reporting
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
White brand statements, client registration and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.
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.
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.
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.
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.
|Streamlined All-Client Enrollment
|Streamlined Plus All-Client Enrollment
|Full-Service Per-Client Enrollment
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 certain adminstrative tasks on behalf of clients. Clients may use a simplified approval process for task requiring their approval instead of logging into Client Portal. Available authorizations are applied to all of an advisor's clients who are automatically enrolled during 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.
|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
|No Approval Required
|Auto-enroll All Clients
|U.S. advisors who are duly registered.*
|SEC registered advisors or CFTC registered advisors who are also state registered, with at least USD 100 million in assets under management.
|Registered advisors subject to compliance review.
|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.
*Eligible advisors will be enrolled during the application.
Unlike other brokers with separate bank accounts in which you have to transfer cash back and forth, IBKR's cash management is integrated into your broker account.
Automatically borrow against your broker account at our low margin rates without monthly minimum payments or late fees by adding an Interactive Brokers Prepaid Mastercard to your account. The Interactive Brokers Prepaid Mastercard provides you with the convenience of accessing your account funds anywhere Prepaid Mastercard is accepted around the world.
Interactive Brokers strives to provide the best deal on bonds by passing through to our clients the highest of all bids and lowest of all offers we receive from the electronic venues we access. We do not widen spreads, apply hidden fees or markup quotes.
The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities from within Client Portal.
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.
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
When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.
Excess Regulatory Capital*
Daily Avg Revenue Trades*
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
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.
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.
Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.
Know Your Advisor: View the CIRO AdvisorReport