We make it easy to manage your clients:
IBKR offers multiple options for adding clients and migrating to our platform:
Enhanced user access and account jurisdiction functionality is available with an advisor account.
PortfolioAnalyst lets your clients link their investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance against benchmarks. Use the Performance Attribution report to quickly understand how weighting (sector allocation) and contribution to return for each sector compare to the S&P 500 for the period of the return.
Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.
Create statement templates called Flex Queries, which let you customize your activity data at the most granular level and download in XML or text format.
Save your statements in PDF or Excel format, or download them to a variety of third-party formats such as Quicken, Tradelog or CapTools.
Daily margin reports detail requirements by underlying.
TCA tracks the quality of your orders' transaction prices versus market conditions either at the time the orders were submitted or after the trade executes.
Tax Optimizer lets you change your tax lot-matching method to optimize your gains and losses.
Lower commissions, no ticket charges; no minimums; and no technology, software, platform, or reporting fees. Low financing rates, and higher loan values on portfolio margin accounts over $100K.
Most brokers trade against your orders or sell them to others to execute who will trade against them. The resulting poor execution probably costs you more than the commission you pay. IB SmartRoutingSM continuously searches and reroutes to the best available prices for stocks, options and combinations.
IBKR's depth of availability helps with locating hard to borrow securities while protecting against buy-ins and recalls. Shares available for shorting can be viewed in real-time on Trader Workstation (TWS) by adding the Shortable Shares and Fee Rate columns to your display.
IBKR uses automated price discovery to bring transparency, reliability and efficiency to the stock loan and borrow markets. A combination of sources is used to develop our indicative rates, which are displayed along with security availability in our automated securities financing tools.
IBKR offers clients a variety of stock loan and borrowing tools, including:
Access market data 24 hours a day and six days a week to stayconnected to all global markets.
Convert currencies at market determined rates as low as 1/10 of a basis point, or create a position collateralized by a non-native currency.
Fund your account in multiple currencies. Trade assets denominated in multiple currencies from a single account.
IBKR's free client relationship management (CRM) platform that allows advisors of any size to manage the full client acquisition and client relationship management lifecycle from any desktop or mobile device.
Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
Trade large or complex orders with the help of an experienced broker on the IBKR Stock, Bond and Options Trading Desk. Broker-assisted trading is ideal when you are away from your desk, need another set of eyes watching your order or when electronic liquidity is insufficient.
White brand statements, client registration and other informational materials with your own organization's identity, including performance reports created by our Portfolio Analyst.
Investors and clients can meet and interact with third-party service providers to connect and conduct business.
Visit The Investors' Marketplace
Our strong capital position, conservative balance sheet and automated risk controls protect IBKR and our clients from large trading losses.
Pre-Trade Allocations define a variety of criteria to automatically allocate shares to a single client account or multiple client accounts with a single mouse click.
Build Model Portfolios and allocate client funds among the different models based on your clients' individual needs.
Our trading platforms have been designed with the professional trader in mind:
Our suite of Option Labs and advanced trading tools offer support to help you discover and implement optimal trading strategies. For example, our Probability Lab offers a practical way to think about options without the complicated mathematics, and the Option Strategy Lab lets you create simple and complex multi-leg option orders based on your own price and volatility forecast.
Trader Workstation (TWS) supports over 60 order types, from the most basic limit order to advanced trading to the most complex algorithmic trading, to help you execute a wide variety of trading strategies.
Our proprietary API and FIX CTCI solutions let institutions create their own automated rule-based trading system that takes advantage of our high-speed order routing and broad market depth.
Real-time market-risk management and real-time monitoring provide a comprehensive measure of risk exposure across multiple asset classes around the globe and real-time data that gives you the edge you need to react quickly to the markets.
IBKR's Order Management System (OMS) makes it easy to submit, stage, manage and track client orders whether they are received electronically via FIX, input directly by traders or placed over the phone.
Greenwich Advisor Compliance Services Corporation (Greenwich Compliance) provides tailored solutions to help advisors trading on the Interactive Brokers platform meet their registration and compliance needs.
Basic information on the registration and compliance requirements facing investment advisors that includes a webinar on RIA compliance and PDF documents that spotlight major compliance topics.
IBKR Advisor Client Sites provides a complimentary web site with custom graphic design and modern functionality. We will work with or RIA's to create a customized, professional business web site.
Quickly review all client activities, including order history and routing sequence.
Advisors who manage client accounts in excess of state registration minimums (generally 16 or more accounts and US $25 million in assets) must be registered under local regulatory law (e.g. Registered Investment Advisors (RIA) for US securities and Commodity Trading Advisors (CTA) for US commodities).
The account can be white branded with the advisor's corporate identity.
Advisor master account holders must be 21 or older.
Professional Registered Investment Advisors can create multiple tier accounts by adding Advisor, Proprietary Trading Group STL and Multiple Hedge Fund master accounts to their account structure. Each Advisor, Proprietary Trading Group STL and Multiple Hedge Fund master account on the second tier can add client/sub/hedge fund accounts as required. Individual and Joint account holders under an Advisor account structure can add authorized traders to become STL accounts.
Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. Click here for a list of available countries.
Please note that monthly activity and other minimum fees may apply.
An individual or organization Registered Advisor whose master account is linked to multiple individual or organization client accounts.
For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300.