Family Advisors
Family Advisors1
Manage, trade and report on multiple accounts from a single master account.
The IBKR Advantage
- Our Stock Yield Enhancement Program lets you earn extra income on the fully-paid shares of stock held in your account.
- Invest in stocks, options, futures, currencies, bonds, funds and more across 150 markets in 33 countries from a single integrated account.
- Powerful trading technology and advanced trading tools help you create and execute your trading strategies with ease from virtually any desktop or mobile device.
- Fractional shares let you divide investments among more stocks to achieve a more diversified portfolio.
- Earn interest of 4.08% on uninvested USD cash balances.*
*Restrictions apply. For additional information on interest rates, click here. Credit interest rate as of 02/03/23.
Lowest Costs*
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IBKR offers the lowest commissions and access to stocks, options, futures, currencies, bonds and funds from a single unified platform. If an exchange provides a rebate, we pass some or all of the savings directly back to you.*
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Margin rates up to 50% lower than the industry.1
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Earn interest of up to USD 4.08% on uninvested cash.2
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IB SmartRoutingSM helps support best execution by searching for the best available prices for stocks, options and combinations across exchanges and dark pools.
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Earn extra income on your lendable shares.
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*For more information, click here.
Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.
- View our margin rates for more information.
- Restrictions apply. For additional information on interest rates, click here. Credit interest rate as of 02/03/23.
Discover a World of Opportunities
Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week.
150
Markets
33
Countries
26
Currencies*
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*Available currencies vary by Interactive Brokers affiliate.
Graphic is for illustrative purposes only and should not be relied upon for investment decisions.
Explore our Global Offering
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 Mutual Fund Marketplace offers an extensive availability of mutual funds from around the world. Use our Mutual Fund Search Tool to search funds from more than 520 fund families and filter funds by country, fund family, transaction fee or fund type.
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 ETFs around the clock, five days per week. Access US ETFs when market-moving news happens and trade during Asian market hours or whenever it is convenient for you.1
1. Any discussion or mention of an ETF is not to be construed as recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
Technology to Help Family Advisors Succeed
Trading Platforms
Powerful enough for the professional trader but designed for everyone. Available on desktop, mobile and web.
Comprehensive Reporting
Real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis and more.
Order Types and Algos
100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Fractional Trading
Buy or sell any eligible US or European stocks/ETFs using fractional shares, which are stock units that amount to less than one full share, or by placing an order for a specific purchase price rather than quantity of shares.
Free Trading Tools
Spot market opportunities, analyze results, manage your account and make better decisions with our free trading tools.
API Solutions
Our proprietary API and FIX CTCI solutions let clients create their own automated, rules-based trading system that takes advantage of our high-speed order routing and broad market depth.
Create and Manage Your Complete Portfolio
Interactive Advisors
An actively managed robo-advisor and pioneer in online investing that offers low-cost, diversified portfolios customized for your needs.
Mutual Fund/ETF Replicator
Identify and invest in lower cost ETFs with similar strategies to higher-fee mutual funds.
Environmental, Social and Governance (ESG)
ESG scores from Refinitiv give you a new set of tools for making investment decisions based on more than just financial factors.
PortfolioAnalyst
Link investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance against benchmarks.
A Broker You Can Trust
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.
IBKR
Nasdaq Listed
$11.6B
Equity Capital*
75.5%
Privately Held*
$7.7B
Excess Regulatory Capital*
2.09M
Client Accounts*
1.89M
Daily Avg Revenue Trades*
IBKR Protection
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section by clicking here.
Individual, Joint, Trust and RSP/TFSA Account Structures
Account Types
Interactive Brokers Canada offers the following account types:
- Individual, which includes the following sub-types:
- Individual
- Joint (two parties only)
- Trust:
- 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
Accounts are geared towards professional/active traders and investors; therefore we require the following from customers:
- Good or extensive product knowledge for any product you wish to trade.
- You must have executed at least 100 trades for any product type, or 100 simulated trades in our real-time demo.
- Prior execution of 100 or more trades (any product).
Open a Family Advisor Account
For information regarding your account, contact Interactive Brokers by clicking here.
Looking to open an Individual account instead? Click here.
Disclosures
- Many states have requirements that advisors register if they have any paying clients. Some allow advisors to have a de minimis number of paying clients. The rules vary from state to state. For example, Nevada has informed us that it requires that Nevada-domiciled persons be licensed as Investment Advisors to engage in this program per NRS 90.330. You must review the rules of your state and those of your clients to determine if you need to register.
