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Learn more about IBKR accounts

Getting Started for Hedge Fund Advisors and Fund Managers

Trading Course
Level Beginner

This course will review the overall Hedge Fund account structure at Interactive Brokers and will discuss how to navigate IBKR’s Hedge Fund Portal. The Portal web application includes powerful reporting and performance analytics, fund administrator connectivity, and opening Separately Managed Accounts (SMAs) and additional hedge fund applications. IBKR also offers access to the Hedge Fund Marketplace, which is an online version of a traditional Capital Introduction program.

The IBKR Hedge Fund Portal is our free and powerful client relationship management (CRM) platform. The web application serves as a one-stop destination to manage clients, see account balances, P&L and key performance metrics, funding, reporting, and more.

Interactive Brokers offers a full suite of robust reporting software for Hedge Fund Advisors (HFA) and Fund Managers (FM) to pull standard statements, create custom reports, enable automatic statement delivery, and provides access IBKR's PortfolioAnalyst.

IBKR’s Hedge Fund Marketplace is an online version of a traditional Capital Introduction program designed to allow Hedge Funds who use IBKR as their principal Prime Broker to market their Funds to IBKR customers who are Accredited Investors and Qualified Purchasers.

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