Administration
Centralized Administration for Scalable Advisory Firms
Simplify Administration. Strengthen Client Relationships.
Reduce operational friction with integrated tools that streamline onboarding, documentation, and client management, allowing you to focus on delivering advice and service.
The Advisor Portal centralizes CRM features, digital onboarding, and secure access in a single interface. Digital account opening, Docusign, and bulk document tools reduce manual work, accelerate setup, and support compliance from day one.
Access client information, account activity, reporting and CRM-style notes in a single interface that supports fast follow-up and more organized service. Book of Business provides a centralized hub for managing client account activity, with navigation that separates client administration from account management.
Advised clients also have access to a streamlined Client Portal experience that removes tools and options that are not relevant to their account.
Client Relationship Management
Manage the full client lifecycle from prospecting through ongoing engagement with Advisor Portal’s built-in CRM, included at no additional cost.
Send complete account applications and required documents in a single digital package for faster client approval and fewer follow-ups.
DocuSign supports digital onboarding and account workflows for professional and non-professional advisors, with ID verification available in over 200 countries and territories. Applications and advisor fee approvals are available in 13 languages, and custodial UGMA/UTMA accounts can be opened through DocuSign.
Automate account opening, funding, and ongoing administration through a secure, API-driven platform.
When opening an additional account for an existing client, advisors can link the new account to the client's existing username, simplifying account setup and avoiding duplicate usernames.
Protect client data with flexible authentication and permission controls that reduce access-related service requests. Eligible US professional registered advisors can also issue temporary passwords to eligible clients to assist with account access.
Retrieve client documents efficiently with bulk download tools that simplify audits and regulatory reviews. Eligible advisors can download certain client agreements and documents directly from Portal and access completed DocuSign documents from Client Details for internal records, audits and other compliance obligations.
Advisor Service Models
Operational Control
The service models allow you to complete tasks such as funding requests and information changes on behalf of clients, with a simplified process for clients to approve, sign and confirm your actions.
Streamlined advisors can create eligible client ACH instructions with automated review or withdrawal-only instructions if ACH verification fails. Advisors can also request transfers between related client accounts and, for eligible US revocable trusts, withdrawals directly to grantors and beneficiaries without third-party withdrawal instructions.
Advisors and eligible IRA clients can also submit Qualified Charitable Distribution requests through Portal using a pre-vetted charity list.
An Enhanced Dashboard
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.
The dashboard also provides visibility into outstanding DocuSign tasks and allows advisors to view envelope details and resend or cancel envelopes.
Improved Messaging
Our Sub Account Messages tools streamline communications from IBKR by aggregating and categorizing messages to help avoid unnecessary client contact.
Advisors can set delivery preferences by message template, route eligible communications to the master account, client or both, and manage these preferences through Manage Templates.
We offer three customizable participation levels:
| Authorization Level | Streamlined All-Client Enrollment | Streamlined Plus All-Client Enrollment | Full-Service Per-Client Enrollment |
|---|---|---|---|
| Overview |
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 specific administrative tasks on behalf of clients. Instead of logging in to the Client Portal, clients may use a simplified approval process for tasks requiring their approval. Clients are automatically enrolled at the service level, and available authorizations are applied during the account 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. |
| Authorizations | |||
| Core Authorizations | |||
| 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 | Text Notification | Text Notification | No Approval Required |
| Auto-enroll All Clients | Yes | Yes/No | No |
| Eligibility | Registered advisors subject to compliance review. | Registered advisors subject to compliance review. | Registered advisors subject to compliance review. |
| Requirements | 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. |
For additional information, visit our Advisor Service Models Guide.
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Built on Strength.
Designed for Advisors.
Your firm depends on a custodian that protects client assets and supports operational scale. Interactive Brokers combines financial strength, global reach, and professional-grade technology to help advisors operate with confidence.
Financial Strength and Stability
Interactive Brokers Group brings over four decades of experience and strong equity capital. Added to the S&P 500 in August 2025 and publicly traded on Nasdaq (ticker: IBKR), the firm operates with audited transparency, a conservative balance sheet, and disciplined risk management designed to withstand market stress.
Global Scale with Trusted Reach
With more than 5 million client accounts and average daily volumes exceeding 4 million trades, Interactive Brokers is one of the world’s largest electronic brokers, supporting advisors and institutions globally with access to more than 170+ markets.
Client Asset Protection
Client assets are held in segregated custody in accordance with regulatory requirements. Certain clients of Interactive Brokers Canada Inc. are protected by the Canadian Investor Protection Fund within prescribed limits if client property becomes unavailable due to member firm insolvency. Coverage applies to firm failure and does not protect against market losses.
Professional Technology and Reliability
IBKR’s infrastructure is built for advisors who require speed, reliability, and scale. Continuous investment in systems resilience and cybersecurity helps protect client data while supporting seamless execution and accurate reporting.
Regulatory Oversight and Transparency
Interactive Brokers is regulated by leading authorities worldwide, including the SEC, CFTC, and FINRA. This global oversight reinforces a commitment to compliance, transparency, and high standards of conduct.
Execution Quality
IBKR BestX helps advisors pursue price improvement and minimize market impact through intelligent, real-time routing across venues, supporting fiduciary best-execution obligations.
Advisor Account Details
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A custodian that works for you, not against you. Contact our advisor team to see how IBKR can support your practice.
Disclosures
- Eligible advisors will be enrolled during the application.
- Registered advisors with accounts at IBIE must have EUR 50MM in assets under management. Registered advisors with accounts at IBUK must have GBP 50MM in assets under management.