A Complete Turnkey Solution for Administrators

Provide third-party administration, auditing, legal counsel and other services to institutions

Account Features


  • Choose which accounts you want to service by accepting or rejecting link requests.
  • A User Access Rights system allows you to assign different roles and client accounts to individual employees within your organization.
  • Comprehensive reporting, including:
    • Run client statements and other reports for reconciliation and performance reporting purposes.
    • Audit client statements and tax forms.
    • Run client reports to support compliance and anti-money laundering procedures.

Investors' Marketplace

Investors and clients can meet and interact with third-party service providers to connect and conduct business.

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research
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business development
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  • Individual traders and investors, financial advisors, fund managers and third-party service providers can interact to form connections and conduct business.
  • Advertise your services and reach individual and institutional users worldwide.
  • The Investors' Marketplace is available at no cost is open to everyone.

Open an Account



Account Information

An Administrator account is a single account linked to multiple Advisor, Single or Multiple Hedge Fund, Proprietary Trading Group and accounts for the purpose of providing reporting and other administrative functions to one or more client, fund or sub accounts. Administrators have no access to funding, cannot trade and have no access to IB trading platforms.

Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries that are prohibited by the US Office of Foreign Assets Control. Click here for a list of available countries.




Adminstrator Structure

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300.

Please see our Australian Privacy Supplement.