Create users and control access to your account with our powerful and flexible User Access Rights system.
Individual accounts can add users to an account and grant them rights to specific Account Management functions.
Tracking execution performance and optimizing execution strategies have never been easier with IB's new Transaction Cost Analysis reporting:
Customers who hold supported ADRs can convert ADRs into their ordinary shares.
IB provides all of the tools you need to understand and participate in corporate actions.
IBLLC cleared customers now have the ability to create and redeem ETFs through Interactive Brokers. Simply phone in your request and IB will facilitate the ETF creation/redemption process with ETF issuers.
Manage your customer relationship life cycle in one place at no extra cost.
Our fully electronic Hedge Fund Marketplace allows Hedge Funds who use IB as their principal Prime Broker to market their Funds to eligible IB customers and other participating Hedge Funds.
Institutions who want to trade through IB but are prohibited from depositing margin collateral directly with a broker/dealer can open an IB Custody Account.
Interactive Brokers' Universal Account allows you to trade multiple products around the world from a single account.
Interactive Brokers gives institutional customers the flexibility to execute and/or clear trades on our platform or with numerous third-party brokers.
Interactive Brokers lets individual account holders link multiple accounts together under a single username and password.
Our Partner Referral program allows individuals or entities, customers or non-customers to refer clients to IB and receive payouts for eligible client referrals.
Portfolio Margin uses a risk-based model that determines margin requirements based on historical volatility by valuing a specific portfolio over a range of underlying price and volatility moves.
Quickly allocate U.S. stock and option orders post-trade using IB's intuitive web-based Post Trade Allocation tool.
Our prime brokerage services are built on 38 years of providing innovative technology solutions to our clients.
Interactive Brokers' Soft Dollar Commission Program gives hedge and mutual funds and Professional Advisors the flexibility to offset the costs of purchasing approved research products and services using soft dollars.
Earn extra income on the fully-paid shares of stock held in your account.
Buy replacement shares to use against an option assignment to preclude both capital gains and a higher tax liability.
Interactive Brokers provides a variety of useful tools and information for your tax reporting needs.
Manage your gains and losses for tax purposes.