If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more.

Advisor

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
 

The IBKR Advantage

  • IBKR does not compete with you for clients.
  • We provide a low-cost custody solution to advisors of all sizes.
  • Free CRM, portfolio management and trading platform.
  • Automated and flexible client billing.
  • Free compliance and website building services.
  • Trade stocks, options, futures, forex, bonds and funds on over 135 markets
    from a single integrated master account.
  • Debit card and Bill Pay available for US and Canadian advisor clients.
 

Lowest Cost*

Our transparent, low commissions and financing rates, support for best price execution, and
higher interest paid minimize your costs to help you maximize your returns.
Low Trading Costs

IBKR Lite clients enjoy commissions as low as $0 for US listed stocks and ETFs and the lowest commissions on stocks, options, futures, forex, bonds and funds from a single integrated account. IBKR Pro clients use IB SmartRoutingSM technology to save an average of $4.42 per cleared commissionable order.

Lowest Financing Costs

We offer the lowest margin loan interest rates of any broker, according to the Barron's 2019 online broker review. Click below to calculate your own sample margin loan interest rate.

Earn Extra Income

Earn extra income on the fully-paid shares of stock held in your account. IBKR borrows your shares to lend to traders who want to short and are willing to pay interest to borrow the shares. Each day shares are on loan you are paid interest while retaining the ability to trade your loaned stock without restrictions.

Which Plan is Best for You?

IBKR Pro

IBKR Pro is the IBKR Plan for sophisticated investors and active traders. IBKR Pro clients use IB SmartRoutingSM to save an average of $4.42 per cleared commissionable order.

IBKR Lite

IBKR Lite provides retail clients with $0 commissions on US listed stock and ETF trades, no account minimums and no inactivity fees.

*For more information, click here.
Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.

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.

Premier Technology

Trading Technology Helping Advisors Succeed

Trading Platforms

Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.

Pre-Trade Allocations

Use IBKR’s pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.

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.

Reporting & Analytics


PortfolioAnalyst performance monitor

PortfolioAnalyst

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.
Learn More
PortfolioAnalyst performance monitor

Powerful Reporting Solutions

Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account.


Flexible Client Billing

Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.

Flexible Client Billing

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.
Flexible Client Billing

Client Support

Advisors on the Interactive Brokers platform have access to a number of resources for efficiently managing their business.

Flexible Client Billing

Compliance Support

Greenwich Compliance

Greenwich Advisor Compliance Services Corporation (Greenwich Compliance) provides tailored solutions to help advisors meet their registration and compliance needs.

RIA Compliance Center

Information on registration and compliance requirements for advisors with additional information on major compliance topics.

IBKR Client Risk Profile

Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.

Website and Branding Support

Client Sites for RIAs

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.

White Branding

White brand statements, client registration and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.


Integrated Cash Management1

Unlike other brokers with separate bank accounts in which you have to transfer cash back and forth, IBKR's cash management is integrated into our broker account. This means that you can always borrow at the lowest rates without having to worry about first transferring cash.

The IBKR Debit Mastercard

Automatically borrow against your broker account at our low margin rates without monthly minimum payments or late fees by adding an IBKR Debit Mastercard to your account. The IBKR Debit Mastercard provides you with the convenience of accessing your account funds anywhere Debit Mastercard is accepted around the world.

Use Bill Pay to Conveniently Pay any Invoice

Use our Bill Pay to conveniently send funds to such vendors as the tax authorities, your cellular provider, or you cable company electronically. If your payee isn’t electronically available, we’ll print a check to send funds to any vendor such as your dentist or doctor. If there isn’t enough idle cash in your account, you can automatically borrow at the lowest rates.

Easily Transfer Money Between Your Bank and IBKR

US-based clients can conveniently transfer funds between their IBKR account and US-based bank accounts electronically through ACH.

Conveniently Deposit Funds

Use our mobile app to deposit checks anywhere, or sign up for automatic payroll deposit.

1. The Interactive Brokers Debit Mastercard and Bill Pay are only available to to residents of the United States at this time.

Discover a World of Opportunities


Invest globally in stocks, options, futures, forex bonds and funds from a single integrated account. 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.

135

Markets

33

Countries

23

Currencies


Learn More
Map Locations
Local Time: Open Closed

mssage123

Graphic is for illustrative purposes only and should not be relied upon for investment decisions.

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

$8.1B

Equity Capital*

81.5%

Privately Held*

$6.0B

Excess Regulatory Capital*

760K

Client Accounts*

1.45M

Daily Avg Revenue Trades*


IBKR Protection
IBKR Broker You Can Trust

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.

For other Institutional Account Types, click here
For other Individual Account Types, click here