A Preqin Top Prime Broker
Interactive Brokers provides cost-sensitive hedge funds with trading, clearing, custody, reporting and other services.
IBKR combines deep stock availability, transparent stock loan rates, global reach, dedicated support and automated tools to simplify the financing process and allow you to focus on executing your strategies.
Our Securities Lending Dashboard is powered by complimentary and premium security lending analytics from Orbisa, a leading securities lending market data provider. Use daily short sale data on thousands of securities worldwide to generate trade ideas, gauge short sentiment and evaluate your portfolio from a different angle.
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.
* Lending fully paid shares can increase your overall return on investment but does not guarantee that your investment will be profitable.
IBKR offers clients a variety of stock loan and borrowing tools, including:
IBKR offers the lowest1 cost and access to stocks, options, futures, currencies , bonds and funds 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.2Compare Margin Rates
Earn interest rates of up to USD 4.83% on instantly available cash.3Compare Interest Rates
Earn extra income on your lendable shares.See Stock Yield Enhancement
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.
The Mutual Fund Marketplace offers an extensive availability of mutual funds from around the world. Use our Mutual Fund Search Tool to search funds from more than 550 fund families and filter funds by country, fund family, transaction fee or fund type.
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 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.
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
View our Due Diligence Information for Advisors, Brokers, Hedge Funds and Other Financial Institutions
and Intermediaries using or considering Interactive Brokers LLC as Prime Broker/Custodian.
Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Our proprietary API and FIX CTCI solutions let institutions create their own automated, rules-based trading system that takes advantage of our high-speed order routing and broad market depth.
Understand risk vs. returns with real-time market risk management and monitoring that provides a comprehensive measure of risk exposure across multiple asset classes around the world.
Buy or sell any eligible US or European stocks/ETFs using fractional shares, which are stock units that amount to less than one full share, or by placing an order for a specific purchase price rather than quantity of shares.
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advanced trading tools.
Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.
Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.Learn About Comprehensive Reporting
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
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 detail requirements by underlying.Learn About Comprehensive Reporting
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
An online version of a traditional Capital Introduction program designed to allow Hedge Funds who use IBKR as their principal Prime Broker to market their Funds to IBKR customers who are Accredited Investors and Qualified Purchasers.
This program is provided free of charge to all Hedge Funds who use IBKR as their principal Prime Broker, have at least $3 million in assets under management and an audited track record of at least one year or have done its trading at IBKR for the last year.
Access the Hedge Fund Marketplace at the Investors' Marketplace, our online forum where you can meet and do business with traders and investors, institutions and other third-party service providers.
Interactive Brokers' Soft Dollar Commission Program gives hedge funds and Professional Advisors the flexibility to offset the costs of purchasing approved research products and services using soft dollars.
As defined under the Securities Exchange Act of 1934 section 28(e), a portion of commission dollars can be set aside to pay research-related costs incurred by advisors and fund managers. Eligible IBKR Clients can specify amounts that can be added to IBKR commissions and set aside as a pool of available money (Soft Dollars), which can be used to pay for market data and research.
IBKR Clients can then pay allowed expenses for market data and research subscriptions to external vendors. Allowed categories of expenses include fundamental, technical and/or quantitative analysis; portfolio management, valuation and asset allocation services; and economic forecasting.
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.
Excess Regulatory Capital*
Daily Avg Revenue Trades*
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Multiple funds managed by an investment manager with a master fund admin account.
The investment manager can add separately managed client accounts.
Each fund account can be owned by a separate legal entity and is credit-managed separately.
Execute trades for multiple funds in an Allocation Account and assign trades before the end of the day to specific cleared fund accounts.
Pre-trade allocation tools.
The investment manager 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 holder can add client, sub and hedge fund accounts as required.
Link to Administrators for the purpose of providing administrative services such as reporting to your clients. Shop for registered Administrators at the Administrator Marketplace.
Our Hedge Fund accounts let Investment Managers set up different structures to meet their needs.
Interactive Brokers offers two different Fund account structures: Multiple Fund and Allocation Fund 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. See all available countries.
Hedge Funds are highly speculative and investors may lose their entire investment. Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable. Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations. Supporting documentation for any claims and statistical information will be provided upon request.
Hedge funds are highly speculative and investors may lose their entire investment.