Advisor

Registered Investment Advisors

Registered Investment Advisors

Our turnkey custody solutions help advisors build competitive advantage, manage their business effectively and serve clients efficiently.

Advisor Services: Professional Pricing Professional Pricing Advisor Services: Trading Technology Innovative Technology Advisor Services: Advisor Portal Advisor Portal Advisor Services: Reporting and Analytics Reporting & Analytics Advisor Services: Flexible Client Billing Flexible Client Billing Advisor Services: Website and Cash Management Support Client Support Advisor Services: Global Markets Global Markets Advisor Services: A Broker You Can Trust Strength & Security Advisor Services: A Broker You Can Trust Account Structure Advisor Services: Open Account Open Account

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.
  • IBKR can service advisor clients in over 200 countries and territories around the world.
  • We provide a low-cost global trading and custody solution to advisors of all sizes.
  • Trade stocks, options, futures, currencies and bonds on over 160 markets from a single unified master account.
  • Use Tax Loss Harvesting to reduce your clients’ tax liabilities.
  • Use Custom Indexing to build portfolios that are modeled after Index ETFs and easily customizable for client investment goals.
  • Free CRM, portfolio management and trading platform, plus PortfolioAnalyst®, a tool to consolidate your clients’ entire portfolio.
  • Automated and flexible client billing.
  • Free website building services.

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 3.83% on instantly available cash.3

Compare Interest Rates

Earn extra income on your lendable shares.

See Stock Yield Enhancement Program Derivatives
  1. Low trading fees according to BrokerChooser Online Broker Survey 2025: Read the full article Online Broker Reviews, February 2025. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 3.83% 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 June 6, 2025.

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

90+ 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.

Free Account Tools

Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.

Tax Loss Harvesting

Reduce your clients’ tax liabilities, using Tax Loss Harvesting

Allocation Order Tool

Transform and streamline the creation, execution and allocation of group orders. Develop and deploy investment strategies in minutes to capture opportunities in volatile markets.

Docusign

Advisors can create one or more account applications for a client and use Docusign to send everything for each account to the client in one package, including all documentation for the client to sign electronically.

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.

Custom Indexing

Create and customize direct index models based on the composition of ETFs tracking major indices.

Environmental, Social and Governance (ESG)

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.

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.

ESG Impact Profile

Use the ESG Impact Profile to understand client preferences related to socially responsible and impact investing.

Spend Your Time on Your Clients
with Investment Models

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.

  • Set target percentage allocations
  • Invest all or a portion of clients’ funds into the model
  • View and track model performance
Investment Models

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

PortfolioAnalyst performance monitor

PortfolioAnalyst

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 PortfolioAnalyst
PortfolioAnalyst performance monitor

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.
View Fees
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

White Branding

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

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.

Advisor-Led Webinars

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.

Bulk Download of Client Documents

More easily complete regulator or internal auditing with a bulk download tool that allows for straightforward retrieval of client documents.

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.

160

Markets

36

Countries

28

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

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.

IBKR

Nasdaq Listed

$17.5B

Equity Capital*

74.2%

Privately Held*

$12.4B

Excess Regulatory Capital*

3.34M

Client Accounts*

3.52M

Daily Avg Revenue Trades*


IBKR Protection
Secure metal vault door

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

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.
  • This account is for licensed financial advisers to provide services to their clients.
  • The account can be white branded with an advisor's corporate identity.
  • Advisor master account holders must be age 21 or older.
  • Licensed financial 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.

Get Started

Other Accounts

Guides

Start Application

Finish an Application

For information on accolades received, visit our awards page.

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.

  1. Low trading fees according to BrokerChooser Online Broker Survey 2025: Read the full article Online Broker Reviews, February 2025. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 3.83% 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 June 6, 2025.
  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.