If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more.

Money Manager

Contact our institutional sales team
to learn more.

The IBKR Advantage

  • Advertise your services in our Investors’ Marketplace and accept client trading assignments from multiple wealth managers.
  • Deep stock availability, transparent stock loan rates, global reach, dedicated support and automated tools to simplify the financing process.
  • The lowest margin rates, with rates starting at 0.75%*
  • Access to the IB SmartRoutingSM system, which provides $0.47 per 100 shares price improvement vs. the industry.3
  • Powerful trading technology and advanced trading tools to help you compete on speed, price and size on over 135 markets in 33 countries and 23 currencies.
  • Single, seamless platform with integrated OMS/EMS
  • Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account.

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).

Securities Financing

IBKR combines deep stock availability, transparent stock loan rates, global reach, dedicated support and automated tools to simplify the financing process and allow you to focus on executing your strategies.

Securities Financing

Trading Technology to Help Money Managers Succeed

Trading Platforms

Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.

Order Types and Algos

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

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.

Sophisticated Risk Management

Understand risk vs. returns with real-time market risk management and monitoring that provides a comprehensive measure of risk exposure across multiple asset classes around the world.

Fractional Trading

Buy or sell almost any US stock 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.

Advanced Trading Tools

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

IBKR OMS: Your complete one-stop solution

OMS computer screen
Our IBKR OMS software integrates with our award winning EMS, the IBKR Trader Workstation (TWS).

This one-stop solution is perfect for institutions looking to reduce costs and improve productivity with a fully integrated OMS/EMS setup. Order management, trading, research and risk management, operations, reporting, compliance tools, clearing and execution – all are available as part of our complete platform. The IBKR OMS offers a robust and customizable order management platform that you can use within your current multi-broker setup. Route orders to your existing execution providers, and allocate pre- or post-trade to multiple custodians using the IBKR OMS platform. With over 40 years of industry experience, we can easily configure our robust technology to fit the complex needs of your business.


Learn More



Discover a World of Opportunities


Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account. 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.

135

Markets

33

Countries

23

Currencies


Learn More
Map Locations
Local Time: Open Closed

mssage123

Graphic is for illustrative purposes only and should not be relied upon for investment decisions.

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

$8.2B

Equity Capital*

81.5%

Privately Held*

$6.0B

Excess Regulatory Capital*

876K

Client Accounts*

1.75M

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 by clicking here.

Reporting & Analytics


Powerful Reporting Solutions

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


Money Managers Account Structure

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.


Money Manager Structure Chart

money managers account structure
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 or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. Click here for a list of available countries.


Open a Money Managers Account

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