Streamlined Billing
Billing That Keeps Pace With Your Practice
Streamlined Billing Built to Scale
Align billing with your firm’s growth strategy and client expectations. IBKR’s flexible billing tools support AUM, flat-fee, tiered, and hourly models, with automation and transparency that reduce manual work, improve accuracy, and strengthen client trust as your practice grows.
Automate Billing Across Client Accounts
Set up and apply AUM-based, flat-fee, or hourly billing efficiently. Automate calculations and invoicing across accounts to reduce errors, save time, and deliver consistent, client-ready fee statements.
Flexible Fee Models That Match Your Practice
Choose how you bill each relationship. Create custom schedules, tiered rates, or blended fee structures to support different client segments without adding operational complexity.
Clear, Audit-Ready Fee Reporting
Provide transparent, customizable billing reports that support client communication, internal oversight, and compliance. Advisors and clients gain clear visibility into fees, transactions, and billing history.
Manage billing activity from a single Advisor Portal dashboard. Review upcoming fees, confirm completed invoices, and monitor billing status across accounts to stay in control of revenue and reduce back-office friction.
Faster Client Approvals with Docusign
Collect fee authorizations and billing approvals digitally. Docusign streamlines signatures, shortens turnaround times, and creates a clear audit trail, helping you keep accounts current without slowing onboarding or ongoing account changes.
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Built on Strength.
Designed for Advisors.
Your firm depends on a custodian that protects client assets and supports operational scale. Interactive Brokers combines financial strength, global reach, and professional-grade technology to help advisors operate with confidence.
Financial Strength and Stability
Interactive Brokers Group brings over four decades of experience and strong equity capital. Publicly traded on Nasdaq (ticker: IBKR), the firm operates with audited transparency, a conservative balance sheet, and disciplined risk management designed to withstand market stress.
Global Scale with Trusted Reach
With more than 4 million client accounts and average daily volumes exceeding 3.5 million trades, Interactive Brokers is one of the world’s largest electronic brokers, supporting advisors and institutions globally with access to more than 170+ markets.
Client Asset Protection
Client assets are held in segregated custody in accordance with regulatory requirements. In the U.S., IBKR is a member of SIPC, providing protection up to $500,000, including $250,000 for cash, with additional coverage through Lloyd’s of London, subject to policy terms.
Professional Technology and Reliability
IBKR’s infrastructure is built for advisors who require speed, reliability, and scale. Continuous investment in systems resilience and cybersecurity helps protect client data while supporting seamless execution and accurate reporting.
Regulatory Oversight and Transparency
Interactive Brokers is regulated by leading authorities worldwide, including the SEC, CFTC, and FINRA. This global oversight reinforces a commitment to compliance, transparency, and high standards of conduct.
Execution Quality
IBKR BestX helps RIAs pursue price improvement and minimize market impact through intelligent, real-time routing across venues, supporting fiduciary best-execution obligations.
Advisor Account Details
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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.