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.*
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.
- We provide a low-cost global trading and custody solution to advisors of all sizes.
- Trade stocks, options, futures, currencies, bonds and funds on over 150 markets
from a single integrated master account. - Free CRM, portfolio management and trading platform.
- Automated and flexible client billing.
- Free compliance and website building services.
Professional Pricing – Maximize Your Returns
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 CommissionsMargin rates up to 49% lower than the industry.2
Compare Margin RatesEarn interest rates of up to USD 4.83% on instantly available cash.3
Compare Interest RatesEarn extra income on your lendable shares.
See Stock Yield Enhancement- 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."
- For complete information, see our margin rate comparison
- Restrictions apply. See additional information on interest rates. Credit interest rate as of April 2, 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.
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
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
| Browse over 70 low-cost, well-diversified portfolios |
Use our free advisor tools to create your own models |
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We have 4 easy ways to get started with Models 
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Interactive AdvisorsTM |
Models by recognized institutions |
Backtested by Portfolio Builder |
Symbol by Symbol |
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How it works |
Select from 50+ portfolios in various styles such as Smart Beta, ESG, Asset Allocation and more. |
Select from top-tier vendor models designed by Cambria Investments, WisdomTree, John Hancock Investment Management, Global X, AGFiQ and many more. |
Use our powerful portfolio builder to create an investment model based on multiple parameters. Back-test historical performance before you invest. |
Build your model symbol-by-symbol. You have customized controls with advanced tools to manage and rebalance your investments. |
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Customization |
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Exclude Certain Stocks |
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Rebalance Reminders |
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Auto-Rebalancing |
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Cost and Fees |
USD 0.01 to 1.00 |
USD 0.01 to 1.00 |
USD 0.00 |
USD 0.00 |
| Browse IA Models | Browse Vendor Models | Learn More | Learn More | |
| Browse over 70 low-cost, well-diversified portfolios |
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Interactive AdvisorsTM |
Models by recognized institutions |
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Select from 50+ portfolios in various styles such as Smart Beta, ESG, Asset Allocation and more. |
Select from top-tier vendor models designed by Cambria Investments, WisdomTree, John Hancock Investment Management, Global X, AGFiQ and many more. |
| Browse IA Models | Browse Vendor Models |
| Use our free advisor tools to create your own models |
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Backtested by Portfolio Builder |
Symbol by Symbol |
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Use our powerful portfolio builder to create an investment model based on more than 000+ parameters. Backtest historical performance before you invest. |
Build your model symbol-by- symbol. You have total control with advanced tools to manage and rebalance your investments. |
| Learn More | Learn More |
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.
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 OptimizerFlexible 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.
Client Support
Advisors on the Interactive Brokers platform have access to a number of resources for efficiently managing their business.
Compliance Support
Greenwich Advisor Compliance Services Corporation (Greenwich Compliance) provides tailored solutions to help advisors meet their registration and compliance needs.
Information on registration and compliance requirements for advisors with additional information on major compliance topics.
Website and Branding Support
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 brand statements, client registration and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.
Discover a World of Opportunities
Invest globally in stocks, options, futures, currencies, bonds and funds 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.
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.
Mutual Fund Marketplace
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.
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
- Any discussion or mention of an ETF is not to be construed as 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 circumstances 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
$14.6B
Equity Capital*
74.6%
Privately Held*
$10.2B
Excess Regulatory Capital*
2.56M
Client Accounts*
2.35M
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.
- 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 an advisor's corporate identity.
- Advisor master account holders must be age 21 or older.
- Professional Registered Investment 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.
For other Institutional Account Types, click here
For other Individual Account Types, click here