A one-stop destination for managing your account information, funding your account, checking quotes and placing trades, and monitoring account performance.
You can access Client Portal by clicking on the Log In button located at the top of the Interactive Brokers website.
Manage your profile, financial information, trading experience and permissions, and configure your account from the Account Settings page. The page is accessible from the upper right corner of Portal by clicking the “head and shoulders” icon and selecting “Manage Account”.
Manage communications preferences, passwords, report delivery, market data subscriptions and more via the User Settings menu. The page is accessible from the upper right corner of Portal by clicking the “head and shoulders” icon and selecting “User Settings”.
We are committed to protecting your account and account assets from fraudulent practices. Our Secure Login System provides Two-Factor Authentication (2FA) as an extra layer of security when accessing your account. Download our mobile app to enable 2FA.
Tax forms, statements, flex queries and other reports are available from the Reports menu in Portal.
We offer a number of flexible and convenient methods for depositing assets in your account. To initiate funding or position transfers, click the Transfer & Pay menu in Portal.
PortfolioAnalyst is a free tool for consolidating, tracking and analyzing your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current financial state and plan for the future.
Earn extra income on the fully-paid shares of stock held in your account by allowing IBKR to borrow shares from you in exchange for collateral (either U.S. Treasuries or cash), and then lend the shares to traders who want to sell them short and are willing to pay interest to borrow them.
Automatically borrow against your broker account at our low margin rates without monthly minimum payments or late fees by adding an IBKR Prepaid Mastercard to your account. The IBKR Prepaid Mastercard provides you with the convenience of accessing your account funds anywhere Prepaid Mastercard is accepted around the world.
You can earn USD 200 for referring friends or colleagues to open an account. The Refer a Friend feature is available via the Account Settings page.
Our web application serves as your one-stop destination to check quotes and place trades, see account balances, P&L and key performance metrics, funding, reporting, and more.
Our flagship desktop platform designed for active traders and investors who trade multiple products and require power and flexibility.
Easily trade and monitor your IBKR account on-the-go from your iOS or Android device (tablet or smartphone).
From our easy-to-use Excel API to our industrial strength FIX API, we offer something for every experience level. Our TWS API is well-supported with numerous examples to help you get started.
Market data subscription fees are assessed beginning on the day of subscription and the first business day of each subsequent month for as long as the services are active.
Interactive Brokers clients enjoy access to dozens of free and premium market research and news providers.
We offer a variety of powerful tools for trading your account.
With fractional shares you can divide your investments among more stocks to achieve a more diversified portfolio and put smaller cash balances to work to help maximize your returns.
Use the Rebalance Portfolio tool to redistribute the current position weightings in your portfolio.
Use our Bond Search tool to compare available yields from more than 1,000,000 bonds globally.
Use the Mutual Fund Search tool to browse more than 40,000 funds, including 7,700+ with no transaction fees.
Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account.View Products
The lowest margin loan interest rates of any broker, according to the StockBrokers.com Online Broker Survey 2021.
Learn about the tools, markets and technology available to you with our Getting Started at IBKR curriculum. Stay on top of market events at Traders Insight, learn about programming at the Quant Blog or sign up for a complimentary webinar.
Looking for an answer? Browse our extensive inventory of frequently asked questions.
Browse our support page for instructional videos, user guides, release notes and information on connecting with us.
Upgrade or downgrade your account type from within Client Portal. Please note that you must be approved for options trading to qualify for a Portfolio Margin account.