Family Office

Family Offices

IBKR's professional pricing, access to global markets and advanced trading platforms give portfolio managers the freedom they need to manage any family’s assets

Professional Pricing Global Markets Innovative Technology Strength & Security Account Structure Open Account

The IBKR Advantage

Manage multiple accounts from a single CRM interface, with flexible fee structures including automated administration and dynamic fee management.
The lowest margin rates, with rates as low as USD 4.13%. ¹ Cash, Reg-T and Portfolio Margin accounts that can be individually margined.
Manage user access rights for one or more accounts, granting permission-based access to trading and reporting functionality.
Allocate block trades across multiple client accounts with a single click, using a variety of criteria and methods.
Consolidate, track and analyze family portfolios with PortfolioAnalyst®, which includes multi-custody solutions, advanced reporting, custom benchmarks, risk metrics and more.

Directly access stocks, options, futures, currencies, bonds and more across 170 markets in 40 countries from a single unified platform. Fund your account and trade assets in 29 currencies.²
Access a vast selection of over 1 million bonds globally via IBKR's Bond Marketplace, with low, transparent commissions and no mark-ups or built-in spreads.
The self-service Securities Loan Borrow (SLB) system lets you search for available quantities of shortable securities by symbol, exchange, ISIN or CUSIP number, including borrow rates and more.
IBKR's powerful, award-winning trading platforms and advanced tools for managing client assets. Available on desktop, mobile, web and API.
Earn extra income by lending fully-paid shares of stock via IBKR's Stock Yield Enhancement Program.

View our margin rates for more information.
Available currencies vary by Interactive Brokers affiliate.

Professional Pricing - Maximize Your Returns

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 Commissions

Margin rates up to 30% lower than the industry.²

Compare Margin Rates

Earn interest rates of up to USD 3.13% on instantly available cash.³

Compare Interest Rates

Earn extra income on your lendable shares.

See Stock Yield Enhancement Program Derivatives

Low trading fees according to BrokerChooser Online Broker Survey 2026: Read the full article Online Broker Reviews, December 2025. "Interactive Brokers has low trading fees and one of the best margin rates in the industry. IB currently pays interest (up to 3.13% for USD) on cash balances if you have a $100k account (net asset value)."
For complete information, see our margin rate comparison.
Restrictions apply. See additional information on interest rates. Credit interest rate as of August 7, 2026.

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.

170

Markets

40

Countries

29

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.

Local Time: Open Closed

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Explore our Global Offering

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.

Bond Marketplace

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.

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. 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.

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

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.

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.

Pre-Trade Allocations

Use IBKR's pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.

Order Types and Algos

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

Free Family Office Tools

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

Create Client-Centric Investment Portfolios

Model Portfolios

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.

IBKR Client Risk Profile

Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.

Environmental, Social and Governance (ESG)

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

Integrated Client Management

Use our free CRM to manage the full client management lifecycle, improve client engagement and improve your understanding of client needs.

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 in the broader financial markets. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR from major market events that can threaten the stability of financial institutions.

Member of the

S&P 500

Nasdaq Listed: IBKR

$22.3B

Equity Capital*

73.5%

Privately Held*

$13.9B

Excess Regulatory Capital*

5.19M

Client Accounts*

4.82M

Daily Avg Revenue Trades*

IBKR Protection

Interactive Brokers Group and its affiliates. For additional information view our Investor Relations - Earnings Release section. The number of client accounts displayed includes all account types across all IBG affiliates as of June 2, 2026.

Family Office Account Structure

Account Structure

A master account linked to multiple client accounts.

Family Office Manager

Master Account
1. Individual
  Account
  1. Client User
2. Joint
  Account
  1. Client Users
3. SMSF Account
  1. Client User
4. Trust
  Account #1
  1. Client User
5. Trust
  Account #2
  1. Client User
6. Partnership
  Account
  1. Client User

Account Information

Manage multiple accounts of varying types under a single login, including:
Individual, Joint, Trust, SMSF, Corporation, Partnership, Limited Liability Company, and Unincorporated Legal Structures.

Client users can optionally directly fund, view statements and trade.

Automated allocations based on pre-trade defined criteria.

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.

This account is for high net worth family offices to manage accounts belonging to family members and family held investment vehicles.

Open a Family Office Account

Start Application

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Guides

What You Need

Disclosures

According to StockBrokers.com Interactive Brokers Review: Read the full article Online Broker Reviews, January 28, 2026. "The industry’s cost leader: Interactive Brokers continues to set the benchmark for cost efficiency, offering margin rates and high yields on idle cash that consistently outperform the competition." View our margin rates for more information.
Available currencies vary by Interactive Brokers affiliate.
Low trading fees according to BrokerChooser Online Broker Survey 2026: Read the full article Online Broker Reviews, December 2025. "Interactive Brokers has low trading fees and one of the best margin rates in the industry. IB currently pays interest (up to 3.13% for USD) on cash balances if you have a $100k account (net asset value)."
Restrictions apply. See additional information on interest rates. Credit interest rate as of August 7, 2026.
For complete information, see our margin rate comparison.
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.
Interactive Brokers Group and its affiliates. For additional information view our Investor Relations - Earnings Release section. The number of client accounts displayed includes all account types across all IBG affiliates as of June 2, 2026.