Broker Client Markups

Broker Client Markups

Automatic billing, flexible commission markups, interest markups and markdowns, borrow fee markups and electronic invoicing are part of our turnkey solution for broker-dealers and introducing brokers.

Brokers can configure client fee schedules, apply schedules to individual accounts or templates, and manage billing through Broker Portal.

Commission Markups

Brokers may charge clients for services rendered by applying commission markups to eligible trades. Markups may be configured by asset class, exchange, currency or product, depending on the applicable fee structure.

Client fee schedules can be applied to accounts individually or stored in templates, making it easier to maintain different fee arrangements across multiple client accounts.

Commission markup options may include minimum amounts, maximum amounts, ticket charges, absolute markups, tiered absolute amounts, percentage markups, exchange and regulatory fee pass-throughs and take-up fees where applicable.

Interest Markups and Markdowns

Brokers may be able to mark down credit and short proceeds credit interest and markup debit interest, subject to applicable limits and account eligibility.

Borrow fee markups may also be available based on applicable stock-borrow rates.

Electronic Invoices

Fully disclosed brokers may configure and submit electronic invoices for client accounts through Broker Portal. Invoice amounts are automatically transferred from the client account to the broker account, subject to applicable processing rules and limits.

Caps and Limitations

Broker client markups are subject to caps, limitations and product-specific restrictions. Limits may vary by product, account type, jurisdiction and applicable pricing arrangement.

No markups will be applied if a client calls IBKR to close a position.

Please contact your Sales Representative for more details on Broker Markups.

Contact Sales Representative