If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more.

Advisor

Registered Investment Advisors

Our turnkey custody solution helps advisors build a competitive advantage, manage their business with efficiency and serve clients at lower cost.*
Contact a Sales Representative

Contact our institutional sales team
to learn more.

Sales Contacts

The IBKR Advantage

  • No ticket charges, no custodial fees, no minimums and no technology, software, platform or reporting fees.
  • IBKR does not have an advisory team or a prop trading group to compete with you for clients.
  • We provide a low-cost global trading and custody solution to advisors of all sizes.
  • Trade stocks, options, futures, currencies, bonds and funds on over 135 markets
    from a single integrated master account.
  • Free CRM, portfolio management and trading platform.
  • Automated and flexible client billing.
  • Free compliance and website building services.

Lowest Cost*

Our transparent, low commissions and financing rates, support for best price execution, and stock yield enhancement program help minimize costs to maximize your returns.
Low Trading Costs

IBKR offers the lowest commissions and access to stocks, options, futures, currencies, bonds and funds from a single integrated account. If an exchange provides a rebate, we pass some or all of the savings directly back to you.*

Learn More
Lowest Financing Costs

We offer the lowest margin loan interest rates of any broker, according to the Barron's 2020 online broker review. Click below to calculate your own sample margin loan interest rate.

Learn More
Earn Extra Income

Earn extra income on the fully-paid shares of stock held in your account. IBKR borrows your shares to lend to traders who want to short and are willing to pay interest to borrow the shares. Each day shares are on loan you are paid interest while retaining the ability to trade your loaned stock without restrictions.

Learn More

*For more information, click here.
Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.

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.

Goal Tracker

Goal Tracker projects the hypothetical performance of a portfolio and monitors how likely you are to achieve your goals.

Order Types and Algos

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

Advisor Tools

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

Pre-Trade Allocations

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

 

Create Client-Centric Investment Portfolios

Interactive Advisors

An actively managed robo-advisor and pioneer in online investing that offers low-cost, diversified portfolios customized for your needs.

Advisor Model Marketplace

The Model Marketplace, which is a repository of model portfolios provided by third-party vendors, helps you spend more time with clients and less time managing client-specific 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.

Portfolio Builder

Create an investment strategy driven by top-tier research and fundamentals data, then back-test and adjust as needed. When historical performance meets your expectations, invest in the strategy and track its performance in your portfolio.

Environmental, Social and Governance (ESG)

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

Impact Dashboard

Use the Impact Dashboard to identify and invest in companies that share the values held by your clients.

IBKR Client Risk Profile

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

Advisor Portal

A free and powerful client relationship management (CRM) platform
for advisors on the IBKR platform.
Integrated Client Management

Manage the full client acquisition and relationship lifecycle, use a Client Risk Profile tool to understand client risk tolerances and administer each client account.

Efficient Design

Use simplified workflows, logically grouped menus and user access rights to efficiently manage your relationships from any desktop or mobile device.

Reliable Client Onboarding Processes

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.

Manage User Access Rights

Create one or more Security Officers for the master account and designate up to 250 users by function or account.

Explore our Advisor Portal

Reporting & Analytics

Powerful Reporting Solutions

Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account.

Flexible Client Billing

Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.
Flexible Client Billing

Flexible Fee Structures

  • Invoice clients for services rendered using automatic billing, electronic invoicing or direct billing.
  • Fee structures for charging clients include percent of net liquidation value, blended fees, flat fees, percent of P&L, performance fee threshold or high-water marking.

Automated Fee Administration

  • Assign client fees to individual accounts or use client fee templates to apply fees across clients.
  • Charge client commissions to your master account or easily reimburse fees to client accounts.

Dynamic Fee Management

  • Set maximum invoicing amounts or percentage caps.
  • Meet your compliance obligations by notifying your clients of advisory fee details.
Learn More
Flexible Client Billing

Client Support

Advisors on the Interactive Brokers platform have access to a number of resources for efficiently managing their business.
Flexible Client Billing

Compliance Support

Greenwich Compliance

Greenwich Advisor Compliance Services Corporation (Greenwich Compliance) provides tailored solutions to help advisors meet their registration and compliance needs.

RIA Compliance Center

Information on registration and compliance requirements for advisors with additional information on major compliance topics.

Website and Branding Support

Client Sites for RIAs

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.

White Branding

White brand statements, client registration and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.

Discover a World of Opportunities


Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account. 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.

135

Markets

33

Countries

23

Currencies


Learn More
Map Locations
Local Time: Open Closed

mssage123

Graphic is for illustrative purposes only and should not be relied upon for investment decisions.

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

$8.5B

Equity Capital*

81.5%

Privately Held*

$6.0B

Excess Regulatory Capital*

981K

Client Accounts*

1.83M

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 by clicking here.

Advisor Account Structure

Advisor Account Structure

Account Information

  • With our global financial advisor account structure, advisors can support clients from over 200 countries and territories with a single, integrated advisor master account.
  • Advisors who manage client accounts in excess of state registration minimums (generally 16 or more accounts and US $25 million in assets) must be registered under local regulatory law (e.g., Registered Investment Advisors (RIA) for US securities and Commodity Trading Advisors (CTA) for US commodities).
  • The account can be white branded with an advisor's corporate identity.
  • Advisor master account holders must be age 21 or older.
  • Professional Registered Investment Advisors can create multiple tier accounts by adding Advisor, Proprietary Trading Group Separate Trading Limit (“STL”) and Multiple Hedge Fund master accounts to their account structure. Each Advisor, Proprietary Trading Group STL and Multiple Hedge Fund master account on the second tier can add client/sub/hedge fund accounts as required. Individual and Joint account holders under an Advisor account structure can add authorized traders to become STL accounts.

Open a Registered Investment Advisor Account

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.

For other Institutional Account Types, click here
For other Individual Account Types, click here

Start Application

Finish Application

GUIDES
What You Need

Application Instructions

Advisor Registration

ONBOARDING
Advisor Onboarding