Family Advisor

Family Advisors

Family Advisors

Manage, trade and report on multiple accounts from a single master account.

The IBKR Advantage

  • Our Stock Yield Enhancement Program lets you earn extra income on the fully-paid shares of stock held in your account.
  • Invest in stocks, options, futures, currencies, bonds and more across 150 markets in 34 countries from a single integrated account.
  • Powerful trading technology and advanced trading tools help you create and execute your trading strategies with ease from virtually any desktop or mobile device.
  • Fractional shares let you divide investments among more stocks to achieve a more diversified portfolio.
  • Earn interest of up to 4.83% on instantly available USD cash balances.1

*Restrictions apply. For additional information, see our interest rates. Credit interest rate as of July 3, 2024.

Professional Pricing – Maximize Your Returns

  1. Low trading fees according to BrokerChooser Online Broker Survey 2023: Read the full article Online Broker Reviews, May 2023. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 4.83% for USD) on cash balances if you have a $100k account (net asset value)."
  2. For complete information, see our margin rate comparison
  3. Restrictions apply. See additional information on interest rates. Credit interest rate as of July 3, 2024.

Discover a World of Opportunities


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.

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.

Map Locations
Local Time: Open Closed

mssage123

Technology to Help Family Advisors Succeed

Trading Platforms

Powerful enough for the professional trader but designed for everyone. Available on desktop, mobile and web.

Comprehensive Reporting

Real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis and more.

Order Types and Algos

90+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.

Fractional Trading

Buy or sell any eligible US or European stocks/ETFs using fractional shares, which are stock units that amount to less than one full share, or by placing an order for a specific dollar amount rather than quantity of shares.

Free Trading Tools

Spot market opportunities, analyze results, manage your account and make better decisions with our free trading tools.

API Solutions

Our proprietary API and FIX CTCI solutions let clients create their own automated, rules-based trading system that takes advantage of our high-speed order routing and broad market depth.

Create and Manage Your Complete Portfolio

Mutual Fund/ETF Replicator

Identify and invest in lower cost ETFs with similar strategies to higher-fee mutual funds.

Environmental, Social and Governance (ESG)

ESG scores from Refinitiv give you a new set of tools for making investment decisions based on more than just financial factors.

PortfolioAnalyst

Link investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance against benchmarks.

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

$15.2B

Equity Capital*

74.3%

Privately Held*

$10.4B

Excess Regulatory Capital*

2.92M

Client Accounts*

2.39M

Daily Avg Revenue Trades*


IBKR Protection
IBKR Broker You Can Trust

Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.

Family Advisor Account Structure


A master account linked to individual client accounts.

  • The master account is used for fee collection and trade allocations (if permitted under relevant law and IBKR policy).
  • The advisor can open a single client account for his or her own trading.
Friends and family account structure

Account Information

This account is for individuals to manage accounts for family members and family held investment vehicles or SMSFs where the master account holder is a member or trustee.

Must be 18 or older to open an account.

Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. See all available countries.

Open a Family Advisor Account

For information regarding your account, contact Interactive Brokers.

Looking for a different account type? Visit our website for information about the Individual Account.

Start Application

Finish an Application

Disclosures

  1. Restrictions apply. See additional information on interest rates. Credit interest rate as of July 3, 2024.
  2. Low trading fees according to BrokerChooser Online Broker Survey 2023: Read the full article Online Broker Reviews, May 2023. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 4.83% for USD) on cash balances if you have a $100k account (net asset value)."
  3. For complete information, see our margin rate comparison
  4. Available currencies vary by Interactive Brokers affiliate.
  5. 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.
  6. Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.

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.