Account Management and Advisor Portal Gateway

Free and Powerful Account Management Tools

Client Portal

A one-stop destination for individual investors to check quotes, place trades, review account balances, P&L and key performance metrics, fund an account, generate reports and more.

Advisor Portal

A free client relationship management (CRM), custody, account management, trading and reporting solution that allows advisors of any size to manage the full client acquisition and client relationship management life cycle.

Broker Portal

Broker Portal fully integrates the Dashboard with a free CRM, simplifies workflows and provides on-the-go functionality from almost any iOS or Android device.

Compliance Portal

Compliance Portal consolidates the administration of your EmployeeTrackSM account and is used to administer user access rights, account jurisdictions and reporting.

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