Complete Turnkey Solution for Money Managers

Trade multiple client accounts across multiple Wealth Managers

Securities Financing

Our depth of availability, transparent and competitive loan and borrow rates, automated tools and dedicated service representatives give you the advantages you expect from Interactive Brokers.

Depth of Availability

The combination of both internal supply and external relationships allows us to offer our clients a vast array of securities to trade:

  • Our large and diverse customer base lets us source internally approximately 60 to 70% of our short borrow needs.
  • IB has securities lending/borrowing relationships with more than 60 counterparties, comprised of Agent Lenders, banks and broker dealers in the U.S.
  • Our team provides consistent high levels of protection against recalls and buy-ins on hard to borrow securities, creating extended time horizons for even the most difficult short selling strategies.
  • IB's excellent credit rating makes us a preferred borrower with large agent lenders, prime brokers and other broker-dealers.

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Transparent, Competitive Loan and Borrow Rates
  • We disclose our short stock availability (aka "locates") to ALL customers on a first come, first serve basis for every supported security on our trading platform, Trader Workstation (TWS).
  • We disclose indicative rebate rate and fee rate information, which you can use as an indication of borrow costs.
  • Each day, we provide our clients with detailed reports, outlining exactly what the financing costs are for each SLB-related transaction.

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Stock Yield Enhancement Program
  • Increase investment returns by lending fully paid and/or excess margin stock.
  • Optimize lending of your hard to borrow assets by earning a market-based loan rate.
  • Trade your loaned stock with no restrictions. You can sell your shares at any time.

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Automated Tools

In addition to the Stock Yield Enhancement Program, we offer a variety of securities financing tools:

  • TWS includes stock loan and borrow tools out of the box, including the Yield Optimizer, which lets you compare securities financing rates across the current SLB market, and OneChicago's single stock futures market.
  • Customers with Portfolio Margin accounts can join our Pre-Borrow Program, which allows pre-borrowing of shares to ensure settlement of very hard to borrow stocks.

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Institutional Clients
  • Direct access to the Securities Financing coverage desk.
  • Stock loan market color commentaries via Traders' Insight and ENSO Financial Analytics.
  • Private locates available upon request allow for better timing of entry points on high traffic short positions.

Your Gateway to the World's Markets

Trade on over 100 market centers in 24 countries.

Direct market access to stocks, options, futures, forex, bonds, ETFs and CFDs
from a single IB Universal Account™.

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Access market data 24 hours a day and six days a week to stay connected to all global markets.

Convert currencies at market determined rates as low as 1/10 of a basis point, or create a position collateralized by a non-native currency.

Fund your account in multiple currencies. Trade assets denominated in multiple currencies from a single account.

Innovative Technology

We've been building trading technology that provides competitive pricing, speed, size, diversity of global products and advanced trading tools to our clients for 40 years.

Trading Platforms

Our trading platforms have been designed with the professional trader in mind:

  • Optimize your trading speed and efficiency with our market maker-designed Trader Workstation (TWS).
  • Trade your IB account on-the-go from just about any mobile device with mobileTWS.
  • Use our HTML-based WebTrader, a clean and simple interface that works from behind a firewall.

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Advanced Trading Tools

Our suite of Option Labs and advanced trading tools offer support to help you discover and implement optimal trading strategies. For example, our Probability Lab offers a practical way to think about options without the complicated mathematics, and the Option Strategy Lab lets you create simple and complex multi-leg option orders based on your own price and volatility forecast.

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Order Types and Algos

Trader Workstation (TWS) supports over 60 order types, from the most basic limit order to advanced trading to the most complex algorithmic trading, to help you execute a wide variety of trading strategies.

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API and FIX/CTCI Solutions

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

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Sophisticated Risk Management

Real-time market-risk management and real-time monitoring provide a comprehensive measure of risk exposure across multiple asset classes around the globe and real-time data that gives you the edge you need to react quickly to the markets.

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Integrated Solutions

IB's Order Management System (OMS) makes it easy to submit, stage, manage and track client orders whether they are received electronically via FIX, input directly by traders or placed over the phone.

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For Money Managers

Accept client account assignments from Wealth Managers (Financial Advisors), and then log in to a single screen to execute trades for multiple clients across multiple Wealth Managers.


Investors' Marketplace

Join the Investors' Marketplace and advertise your services to advisors.

  • Advertise your services and connect to advisors acting as Wealth Managers.
  • Free to advertise and search, the Investors' Marketplace is open to everyone.

Visit the Investors' Marketplace

Investors Marketplace

Comprehensive Reporting

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

PortfolioAnalyst

PortfolioAnalyst, our online reporting and analysis interface, lets you analyze the performance of your account portfolio online by creating and saving customizable PDF reports based on a set of measurement criteria and optionally comparing the data to selected industry benchmarks.


Statements

Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.


Flex Queries

Create statement templates called Flex Queries, which let you customize your activity data at the most granular level and download in XML or text format.


Downloadable Statements

Save your statements in PDF or Excel format, or download them to a variety of third-party formats such as Quicken, Tradelog or CapTools.


Daily Margin Reports

Daily margin reports detail requirements by underlying.


Transaction Cost Analysis (TCA)

TCA tracks the quality of your orders’ transaction prices versus market conditions either at the time the orders were submitted or after the trade executes.


Tax Optimizer

Tax Optimizer lets you change your tax lot-matching method to optimize your gains and losses.


Open an Account



Account Information

An individual or organization Registered Advisor that is hired on behalf of another advisor (Wealth Manager) to manage some or all of their clients money.

Money Managers do not add client accounts, fund client accounts, set client fees or set client trading permissions. Only the Wealth Manager (Financial Advisor) can perform these tasks.

Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries that are prohibited by the US Office of Foreign Assets Control. Click here for a list of available countries.


Money Manager Account Structure

Professional Advisors often function as Wealth Managers, responsible for the gathering of customer assets while assigning separate Money Managers to execute and allocate trades among their multiple clients. Money Manager Accounts allow these designated traders to register as Money Managers and accept client trading assignments from Professional Advisors, then trade for multiple clients from a single order management interface. Note that Advisors who are part of a three-level (multiple tier) broker account structure cannot link to Money Managers.

Money Manager Structure Chart



For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300.

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