Registered Investment Advisors
Our turnkey custody solution helps advisors build a competitive advantage, manage their business with efficiency and serve clients at lower cost.1
Contact our institutional sales team to learn more.
Sales Contacts
The IBKR Advantage
- No ticket charges, no custodial fees, no minimums and no technology, software, platform or reporting fees.
- IBKR does not have an advisory team or a prop trading group to compete with you for clients.
- IBKR can service advisor clients in over 200 countries and territories around the world.
- We provide a low-cost global trading and custody solution to advisors of all sizes.
- Trade stocks, options, futures, currencies and bonds on over 150 markets from a single unified master account.
- Use Tax Loss Harvesting to reduce your clients’ tax liabilities.
- Use Custom Indexing to build portfolios that are modeled after Index ETFs and easily customizable for client investment goals.
- Free CRM, portfolio management and trading platform, plus PortfolioAnalyst®, a tool to consolidate your clients’ entire portfolio.
- Automated and flexible client billing.
- Free website building services.
Professional Pricing – Maximize Your Returns
IBKR offers low trading fees1 and access to stocks, options, futures, currencies and bonds from a single unified platform. If an exchange provides a rebate, we pass some or all of the savings directly back to you.
Learn About Commissions
Margin rates up to 49% lower than the industry.2
Compare Margin Rates
Earn interest rates of up to USD 4.83% on instantly available cash.3
Compare Interest Rates
Earn extra income on your lendable shares.
See Stock Yield Enhancement Program Derivatives
- Low trading fees according to BrokerChooser Online Broker Survey 2023: Read the full article Online Broker Reviews, May 2023. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 4.83% for USD) on cash balances if you have a $100k account (net asset value)."
- For complete information, see our margin rate comparison
- Restrictions apply. See additional information on interest rates. Credit interest rate as of March 5, 2024.
Technology to Help Advisors Succeed
Trading Platforms
Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
Goal Tracker
Goal Tracker projects the hypothetical performance of a portfolio and monitors how likely you are to achieve your goals.
Order Types and Algos
100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Advisor Tools
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advisor tools.
Pre-Trade Allocations
Use IBKR’s pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.
Free Account Tools
Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.
Tax Loss Harvesting
Reduce your clients’ tax liabilities, using Tax Loss Harvesting
Allocation Order Tool
Transform and streamline the creation, execution and allocation of group orders. Develop and deploy investment strategies in minutes to capture opportunities in volatile markets.
Create Client-Centric Investment Portfolios
Model Portfolios
Models allow Advisors to create groupings of financial instruments based on specific investment themes and invest client funds into the Model, rather than taking time to invest in multiple, single instruments.
Custom Indexing
Create and customize direct index models based on the composition of ETFs tracking major indices.
Environmental, Social and Governance (ESG)
ESG scores from Refinitiv give you and your clients a new set of tools for making investment decisions based on more than just financial factors.
Impact Dashboard
Use the Impact Dashboard to identify and invest in companies that share the values held by your clients.
IBKR Client Risk Profile
Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
ESG Impact Profile
Use the ESG Impact Profile to understand client preferences related to socially responsible and impact investing.
Spend Your Time on Your Clients
with Investment Models
Streamline your workflow by investing your client assets with Model Portfolios.
Establish a portfolio of financial instruments, and then trade this model on
behalf of your clients.
- Set target percentage allocations
- Invest all or a portion of clients’ funds into the model
- View and track model performance
Advisor Portal
A free and powerful client relationship management (CRM) platform for advisors on the IBKR platform.
Integrated Client Management
Manage the full client acquisition and relationship lifecycle, use a Client Risk Profile tool to understand client risk tolerances and administer each client account.
Efficient Design
Use simplified workflows, logically grouped menus and user access rights to efficiently manage your relationships from any desktop or mobile device.
Reliable Client Onboarding Processes
IBKR offers multiple options for adding clients and migrating to our platform, including a mass upload feature and support for customized client account applications using our application XML system.
Manage User Access Rights
Create one or more Security Officers for the master account and designate up to 250 users by function or account.
Explore our Advisor Portal
Reporting & Analytics
Powerful Reporting Solutions
Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account.
Statements
Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.
Learn About Comprehensive Reporting
Flex Queries
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.
Learn About Comprehensive Reporting
Downloadable Statements
Save your statements in PDF or Excel format, or download them to a variety of third-party formats such as Quicken, Tradelog or CapTools.
Learn About Comprehensive Reporting
Daily Margin Reports
Daily margin reports detail requirements by underlying.
Learn About Comprehensive Reporting
Transaction Cost Analysis (TCA)
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.
Learn About Comprehensive Reporting
Tax Optimizer
Tax Optimizer lets you change your tax lot-matching method to optimize your gains and losses.
Learn About Tax Optimizer
Flexible Client Billing
Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.
Flexible Fee Structures
- Invoice clients for services rendered using automatic billing, electronic invoicing or direct billing.
- Fee structures for charging clients include percent of net liquidation value, blended fees, flat fees, percent of P&L, performance fee threshold or high-water marking.
Automated Fee Administration
- Assign client fees to individual accounts or use client fee templates to apply fees across clients.
- Charge client commissions to your master account or easily reimburse fees to client accounts.
Dynamic Fee Management
- Set maximum invoicing amounts or percentage caps.
- Meet your compliance obligations by notifying your clients of advisory fee details.
View Fees
Client Support
Advisors on the Interactive Brokers platform have access to a number of resources for efficiently managing their business.
Website and Branding Support
White Branding
White brand statements, client registration and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.
IBKR Advisor Client Sites provides a complimentary website with custom graphic design and modern functionality. We will work with RIAs to create a customized, professional business website.
Discover a World of Opportunities
Invest globally in stocks, options, futures, currencies and bonds from a single unified platform. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week.
150
Markets
34
Countries
27
Currencies*
Global Markets
Available currencies vary by Interactive Brokers affiliate.
Graphic is for illustrative purposes only and should not be relied upon for investment decisions.
Local Time: Open Closed
mssage123
Explore our Global Offering
Bond Marketplace
Interactive Brokers strives to provide the best deal on bonds by passing through to our clients the highest of all bids and lowest of all offers we receive from the electronic venues we access. We do not widen spreads, apply hidden fees or markup quotes.
Short Securities Availability
The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities from within Client Portal.
IBKR GlobalAnalyst
IBKR GlobalAnalyst is designed for investors who are interested in international portfolio diversification. It helps you find new opportunities to diversify your portfolio and discover undervalued companies that may have greater growth potential.
Overnight Trading Hours
Trade select US stocks and ETFs around the clock, five days per week. Access US stocks and ETFs when market-moving news happens and trade during Asian market hours or whenever it is convenient for you.1
1. Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circ*mstances and, as necessary, seek professional advice.
A Broker You Can Trust
When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.
IBKR
Nasdaq Listed
$14.1B
Equity Capital*
74.6%
Privately Held*
$9.7B
Excess Regulatory Capital*
2.56M
Client Accounts*
1.931M
Daily Avg Revenue Trades*
IBKR Protection
Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Advisor Account Structure
Account Information
- With our global financial advisor account structure, advisors can support clients from over 200 countries and territories with a single, integrated advisor master account.
- This account is for licensed financial advisers to provide services to their clients.
- The account can be white branded with an advisor's corporate identity.
- Advisor master account holders must be age 21 or older.
- Licensed financial advisors can create multiple tier accounts by adding Advisor, Proprietary Trading Group Separate Trading Limit (“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.
Open a Registered Investment Advisor Account
Our Advisor accounts let Professional Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs) execute and allocate trades among multiple clients from a single order management interface.
View Institutional Account Types
View Individual Account Types
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Finish an Application
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What You Need
Application Instructions
Advisor Registration
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Welcome Center
For more information on accolades received, visit our awards page.
Disclosures
The projections or other information generated by PortfolioAnalyst® or Tax Loss Harvesting regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.
The information provided here is not intended to serve as tax advice and should not be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local, or other tax statutes or regulations. It is also important to acknowledge that this information cannot be relied upon to resolve any tax issues.
- Lowest Cost Broker according to StockBrokers.com Online Broker Survey 2023: Read the full article Online Broker Reviews, May 18, 2023. "Because Interactive Brokers' core clientele are professional traders and institutional investors (e.g., hedge funds), it is crucial to provide the lowest commissions schedule available. In our rigorous assessment, there is no question Interactive Brokers delivers."
- Low trading fees according to BrokerChooser Online Broker Survey 2023: Read the full article Online Broker Reviews, May 2023. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 4.83% for USD) on cash balances if you have a $100k account (net asset value)."
- For complete information, see our margin rate comparison
- Restrictions apply. See additional information on interest rates. Credit interest rate as of March 5, 2024.
- Available currencies vary by Interactive Brokers affiliate.
- Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circ*mstances and, as necessary, seek professional advice.
- Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.
Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.
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