If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more.

Other Features and Programs

Configuring Your Account

Other Features and Programs


Trading on margin increases an investor's leverage and buying power. While you may enjoy greater gains, you also risk greater losses and must pay financing charges.
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Portfolio Margin

Portfolio Margin offers eligible investors a lower collateral requirement and greater leverage than traditional Margin Accounts. With greater leverage, gains may be greater, but risks are higher and you must pay financing charges.
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Rollover IRA

With a Rollover IRA Account, investors can preserve the tax-deferred status of their retirement assets, without paying current taxes or early withdrawal penalties at the time of transfer. A Rollover can provide increased flexibility from a prior employer's plan.
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Stock Yield Enhancement Program

Earn additional income on fully paid and excess margin securities by permitting IBKR to lend those securities to third parties. Program activities are managed entirely by IBKR and require no actions on the part of participants.
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* The information included on this page is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by IBKR or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.

Interactive Brokers Canada Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the IIROC 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 IIROC AdvisorReport