Our turnkey custody solution helps advisors build a competitive advantage, manage their business with efficiency and serve clients at lower cost.1
IBKR offers low trading fees1 and access to stocks, options, futures, currencies and bonds 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 23% lower than the industry.2
Compare Margin RatesEarn interest rates of up to USD 4.08% on instantly available cash.3
Compare Interest RatesEarn extra income on your lendable shares.
See Stock Yield Enhancement Program DerivativesPowerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
Goal Tracker projects the hypothetical performance of a portfolio and monitors how likely you are to achieve your goals.
90+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advisor tools.
Use IBKR’s pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.
Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.
Reduce your clients’ tax liabilities, using Tax Loss Harvesting
Transform and streamline the creation, execution and allocation of group orders. Develop and deploy investment strategies in minutes to capture opportunities in volatile markets.
Models allow Advisors to create groupings of financial instruments based on specific investment themes and invest client funds into the Model, rather than taking time to invest in multiple, single instruments.
Create and customize direct index models based on the composition of ETFs tracking major indices.
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.
Use the Impact Dashboard to identify and invest in companies that share the values held by your clients.
Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
Use the ESG Impact Profile to understand client preferences related to socially responsible and impact investing.
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.
Manage the full client acquisition and relationship lifecycle, use a Client Risk Profile tool to understand client risk tolerances and administer each client account.
Use simplified workflows, logically grouped menus and user access rights to efficiently manage your relationships from any desktop or mobile device.
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.
Create one or more Security Officers for the master account and designate up to 250 users by function or account.
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 About PortfolioAnalystUse our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.
Advisors on the Interactive Brokers platform have access to a number of resources for efficiently managing their business.
White brand statements, client registration and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.
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.
Join our quarterly advisor-led roundtable discussion on how advisors use the robust tools and features available on the IBKR platform to manage client wealth, perform estate planning, and grow their business.
Invest globally in stocks, options, futures, currencies and bonds 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.
Markets
Countries
Currencies*
Available currencies vary by Interactive Brokers affiliate.
Graphic is for illustrative purposes only and should not be relied upon for investment decisions.
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.
IBKR has no mark-ups or built-in spreads and offers low and fully transparent commissions on bonds. Access a vast universe of more than 1 million bonds and trade US Treasuries around the clock five days per week.
The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities. Shortable availability and borrow fees are broadcast in real-time on Trader Workstation (TWS), IBKR Desktop, the Client Portal, FTP files and API data feeds.
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
1. Any discussion or mention of an ETF is not to be construed as a 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.
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
$16.1B
Equity Capital*
74.2%
Privately Held*
$10.9B
Excess Regulatory Capital*
3.12M
Client Accounts*
2.70M
Daily Avg Revenue Trades*
Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
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.
Disclosures
The projections or other information generated by PortfolioAnalyst® or Tax Loss Harvesting regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.
The information provided here is not intended to serve as tax advice and should not be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local, or other tax statutes or regulations. It is also important to acknowledge that this information cannot be relied upon to resolve any tax issues.
Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.
Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.