Trust Accounts for Traders and Investors

Trust Accounts

Trust Accounts

We offer many customer account structures that are designed to meet the specific needs of Australian Trust accounts.

The IBKR Advantage

  • The lowest margin rates, with rates as low as 5.83%.1
  • Earn interest of up to 4.83% on instantly available USD cash balances.2
  • Our Stock Yield Enhancement Program lets you earn extra income on the fully-paid shares of stock held in your account.
  • Invest in stocks, options, futures, currencies, bonds and more across 150 markets in 34 countries from a single unified platform.
  • Fractional shares let you divide investments among more stocks to achieve a more diversified portfolio.
  • Powerful trading technology and advanced trading tools help you create and execute your trading strategies with ease from virtually any desktop or mobile device.

1. For more information, see our disclaimers.

2. Restrictions apply. For additional information, see our interest rates. Credit interest rate as of March 5, 2024 .

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 49% lower than the industry.2

Compare Margin Rates

Earn interest rates of up to USD 4.83% 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 2023: Read the full article Online Broker Reviews, May 2023. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 4.83% 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 March 5, 2024 .

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.

150

Markets

34

Countries

27

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

Technology to Help Individual Investors and Traders Succeed

Trading Platforms

Powerful enough for the professional trader but designed for everyone. Available on desktop, mobile and web.

Comprehensive Reporting

Real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis and more.

Order Types and Algos

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

Fractional Trading

Buy or sell any eligible US or European stocks/ETFs using fractional shares, which are stock units that amount to less than one full share, or by placing an order for a specific dollar amount rather than quantity of shares.

Free Trading Tools

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

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.

API Solutions

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

Create and Manage Your Complete Portfolio

Mutual Fund/ETF Replicator

Identify and invest in lower cost ETFs with similar strategies to higher-fee mutual funds.

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.

PortfolioAnalyst

Link investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance against benchmarks.

Impact Dashboard

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

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

$14.1B

Equity Capital*

74.6%

Privately Held*

$10.2B

Excess Regulatory Capital*

2.56M

Client Accounts*

1.931M

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.

Investors' Marketplace

600+

investment
services

320+

research
services

450+

technology
services

200+

administrative
services

40+

business dev
services

The Investors' Marketplace lets individual traders and investors, institutions and third-party service providers meet and do business together.

Search for and do business with multiple advisors, brokers, and wealth managers. Access dozens of advisor portfolios, including Smart Beta portfolios, offered by Interactive Advisors. Accredited investors and qualified purchasers can search for, research and invest with hedge funds.

  • Advertise your services at no cost and reach individual and institutional users worldwide.
  • Locate third-party vendors offering API and FIX CTCI solutions.
  • Find third-party, institutional-caliber research providers and access research directly through Trader Workstation (TWS).
IBKR Campus

Traders' Academy

Webinars

Traders' Insight

Podcasts

Quant Blog

Student Trading Lab

On-Demand Educational Resources – Never Stop Learning

Even the most experienced traders or investors need to keep learning to stay ahead. Interactive Brokers provides several resources to help you better understand IBKR products and services, markets and technology.

View IBKR Campus

Award Winning Platform & Services

Canstar awards
Canstar awards
StockBrokers.com 2024 rated #1 for Professional Trading

#1 Professional Trading
#1 International Trading

Nerdwallet Award

Best Online Broker,
for Advanced Traders

Interactive Brokers was Rated #1 - Best Online Broker ... Again - 2023 by Barron's

#1 Best Online Broker
5 out of 5 stars

Investopedia 2024 Award - Best Broker for Advanced Trading Options

Best Broker for Advanced
Trading Options

BrokerChooser 2024 Award - Best Online Broker

Best Online Broker

Trust Accounts

We offer many customer account structures that are designed to meet the specific needs of Australian Trust accounts.


Trust Account Structure

Legally established entity in Australia in which assets are held by one or more trustees for the benefit of one or more beneficiaries. There are a number of different types of trusts in Australia, including fixed trusts, unit trusts, discretionary trusts, bare trusts, hybrid trusts, testamentary trusts and charitable trusts, amongst others. While some types of trusts are used in many commercial arrangements, for example, unit trusts are commonly used to facilitate managed investment schemes, the IBAU trust account is not suitable for financial advisers, introducing brokers, managed investment schemes or hedge funds etc. IBAU has developed separate, tailored account types for accountholders operating financial services business of this nature as such.

Trust account structure chart for stock traders

The account will either be a natural person (i.e. individual) trust (if all trustees are natural persons) or a corporate trust (if all trustees are corporate or non natural persons).

Account Information

Must be 18 years or over to open an account.

Accounts are accepted from residents of Australia.

Please note that monthly activity and other minimum fees may apply.

Learn more about Australia Account Types.

Open a Trust Account

We offer many customer account structures that are designed to meet the specific needs of Australian Trust accounts.

Start Application

Finish an Application

Disclosures

  1. According to StockBrokers.com Online Broker Survey 2023: Read the full article Online Broker Reviews, May 18, 2023. "Professionals can take advantage of industry-leading commissions, including the lowest margin rates across all balance tiers." View our margin rates for more information.
  2. Restrictions apply. See additional information on interest rates. Credit interest rate as of March 5, 2024 .
  3. Low trading fees according to BrokerChooser Online Broker Survey 2023: Read the full article Online Broker Reviews, May 2023. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 4.83% for USD) on cash balances if you have a $100k account (net asset value)."
  4. For complete information, see our margin rate comparison
  5. Available currencies vary by Interactive Brokers affiliate.
  6. 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.
  7. Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.

Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.

Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.