Streamline Your Employee Incentive Plan with Interactive Brokers

We take Employee Stock and Option Plans to the next level
When your company's stock or option incentive plan is administered by our Equity Incentive Plan Administrator, your employees can open an Interactive Brokers account where they automatically receive their vested shares, and you can monitor their trading activities with EmployeeTrack.

Employee Incentive Plans

Our Equity Incentive Plan Administrator provides cloud-enabled services for global equity-based incentive plans, including administration, financial reporting and compliance. Our partnership allows us to invite employees whose award shares are administered by the Equity Incentive Plan Administrator to open IB accounts and automatically receive their vested shares in those accounts. When we create new accounts for these employees, we automatically load their employee data and move their vested shares. These new IB clients will be able to see their unvested and vested shares as well as other broker accounts in PortfolioAnalyst.

When you choose employee incentive plans through Interactive Brokers and our partner Equity Incentive Plan Administrator, you enjoy the following benefits:

  • A streamlined account opening process that automatically transfers information from your employee¹s incentive plan to their new IB account. Employees can trade their company stock (their vested shares are automatically added to their new IB account) as well as their other investments.
  • Employees realize all of the benefits of an IB account, including:
    • Transparent, low commissions and financing rates, and best price executions. Minimum transaction costs are as low as $1. Financing and margin rates are as low as the Fed Funds Effective Overnight plus 25 basis points.
    • Direct market access to stocks, options, futures, forex, bonds and ETFs from a single account on over 150 market centers in 34 countries;
    • Innovative trading technology that provides competitive pricing, speed, size, diversity of global products, and a variety of advanced trading tools to suit any trading style.
    • Generate added yield to their overall portfolio by participating in IB's Stock Yield Enhancement Program.
  • Employees can view their vested and unvested shares alongside their IB and other broker accounts in IB's PortfolioAnalyst.
  • Once your employees open IB accounts, you can open a free, fully electronic EmployeeTrack account to monitor your key employees' trading activity.

Open an Account

For more information, or to open an account contact:

Brett Goldstein

or by phone:
+1 415 730-1999