Portfolio management software typically allows you to manage your investments and analyze your portfolio with a variety of tools. Interactive Brokers customers can currently request integration with the third-party portfolio management software providers listed below.
We provide a reporting data feed from the IBKR generic reporting interface for clients who want to integrate that data with third-party software not listed on this page.
In addition to the download solutions listed below, a number of other third-party providers offer portfolio management and tax reporting packages that integrate with our HTML downloads. Contact the provider for details.
An order management system (OMS) is a software system designed to efficiently execute securities orders in a cost-effective way. Brokers and dealers use an OMS to fill orders for different types of securities and track the order progress through the system. Interactive Brokers maintains trading relationships with the third-party OMS providers listed below.
Charles River Systems, Inc.
IBKR is certified with this OMS provider.
Eze Castle OMS
FIX CTCI integration
FIX CTCI integration
Post trade allocation software lets you allocate trades to clearing brokers. You can use IBKR's own Post Trade Allocations tool or a third-party software provider listed below.
IBKR's intuitive web-based Post Trade Allocation (PTA) tool lets investors quickly allocate US stock, option and US corporate bond orders post-trade. The PTA tool, available from within the Client Portal, lists all the day's unallocated trades, and provides customizable template-based functionality to easily allocate all or some of your trades to multiple pre-approved clearing brokers.
For more information about IBKR's PTA tool, see the Client Portal Users' Guide.
Contact your IBKR Sales Representative to request integration with a specific post trade allocation software provider.
IBKR provides a data feed to EmployeeTrack Compliance Officers who want to integrate their data with third-party software.
We provide data feeds for the following third-party software:
Compliance Officers with EmployeeTrack accounts can request a data feed from the IBKR generic reporting interface to integrate that data with third-party software NOT listed on this page.
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