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Advisor

Registered Investment Advisors

Our turnkey custody solution helps advisors build a competitive advantage, manage their business with efficiency and serve clients at lower cost.*

Contact our institutional sales team
to learn more.

The IBKR Advantage

  • No ticket charges, no custodial fees, no minimums and no technology, software, platform or reporting fees.
  • IBKR does not have an advisory team or a prop trading group to compete with you for clients.
  • We provide a low-cost global trading and custody solution to advisors of all sizes.
  • Trade stocks, options, futures, currencies, bonds and funds on over 135 markets
    from a single integrated master account.
  • Free CRM, portfolio management and trading platform.
  • Automated and flexible client billing.
  • Free compliance and website building services.

Lowest Cost*

Our transparent, low commissions, financing rates, and support for best price execution, help minimize costs to maximize your returns.
Low Trading Costs

IBKR offers the lowest commissions and access to stocks, options, futures, currencies, bonds and funds from a single integrated account with no added spreads, ticket charges, platform fees, or account minimums. If an exchange provides a rebate, we pass some or all of the savings directly back to you.*

Lowest Financing Costs

We offer the lowest margin loan interest rates of any broker, according to the StockBrokers.com 2021 online broker review. Click below to calculate your own sample margin loan interest rate.

*For more information, click here.
Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.

Technology to Help Advisors Succeed

Trading Platforms

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

Goal Tracker

Goal Tracker projects the hypothetical performance of a portfolio and monitors how likely you are to achieve your goals.

Order Types and Algos

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

Advisor Tools

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

Pre-Trade Allocations

Use IBKR’s pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.

Allocation Order Tool

Transform and streamline the creation, execution and allocation of group orders. Develop and deploy investment strategies in minutes to capture opportunities in volatile markets.

Create Client-Centric Investment Portfolios

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.

Impact Dashboard

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

IBKR Client Risk Profile

Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.

ESG Impact Profile

Use the ESG Impact Profile to understand client preferences related to socially responsible and impact investing.

Spend Your Time on Your Clients
with Investment Models

Streamline your workflow by investing your client assets with Model Portfolios.
Establish a portfolio of financial instruments, and then trade this model on
behalf of your clients.

  • Set target percentage allocations
  • Invest all or a portion of clients’ funds into the model
  • View and track model performance
Investment Models
Browse over 70 low-cost,
well-diversified portfolios
Use our free advisor tools
to create your own models

We have 4 easy ways to get started with Models

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Interactive Advisors

Interactive AdvisorsTM

Models by recognized institutions

Models by recognized institutions

Backtested by Portfolio Builder

Backtested by Portfolio Builder

Symbol by Symbol

Symbol by Symbol

How it works

Select from 50+ portfolios in various styles such as Smart Beta, ESG, Asset Allocation and more.

Select from top-tier vendor models designed by Cambria Investments, WisdomTree, John Hancock Investment Management, Global X, AGFiQ and many more.

Use our powerful portfolio builder to create an investment model based on multiple parameters. Back-test historical performance before you invest.

Build your model symbol-by-symbol. You have customized controls with advanced tools to manage and rebalance your investments.

Ease of use

Customization

Exclude Certain Stocks

Rebalance Reminders

Auto-Rebalancing

Cost and Fees

USD 0.01 to 1.00

USD 0.01 to 1.00

USD 0.00

USD 0.00

  Browse IA Models Browse Vendor Models Learn More Learn More
Browse over 70 low-cost,
well-diversified portfolios
Interactive Advisors

Interactive AdvisorsTM

Models by recognized institutions

Models by recognized institutions

Select from 50+ portfolios in various styles such as Smart Beta, ESG, Asset Allocation and more.

Select from top-tier vendor models designed by Cambria Investments, WisdomTree, John Hancock Investment Management, Global X, AGFiQ and many more.

Browse IA Models Browse Vendor Models
Use our free advisor tools
to create your own models
Backtested by Portfolio Builder

Backtested by Portfolio Builder

Symbol by Symbol

Symbol by Symbol

Use our powerful portfolio builder to create an investment model based on more than 000+ parameters. Backtest historical performance before you invest.

Build your model symbol-by-symbol. You have customized controls with advanced tools to manage and rebalance your investments.

Learn More Learn More

Advisor Portal

A free and powerful client relationship management (CRM) platform
for advisors on the IBKR platform.
Integrated Client Management

Manage the full client acquisition and relationship lifecycle, use a Client Risk Profile tool to understand client risk tolerances and administer each client account.

Efficient Design

Use simplified workflows, logically grouped menus and user access rights to efficiently manage your relationships from any desktop or mobile device.

Reliable Client Onboarding Processes

IBKR offers multiple options for adding clients and migrating to our platform, including a mass upload feature and support for customized client account applications using our application XML system.

Manage User Access Rights

Create one or more Security Officers for the master account and designate up to 250 users by function or account.

Reporting & Analytics


PortfolioAnalyst performance monitor

PortfolioAnalyst

PortfolioAnalyst lets your clients link their investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance against benchmarks. Use the Performance Attribution report to quickly understand how weighting (sector allocation) and contribution to return for each sector compare to the S&P 500 for the period of the return.
Learn More
PortfolioAnalyst performance monitor

Powerful Reporting Solutions

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


Flexible Client Billing

Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.

Flexible Client Billing

Flexible Fee Structures

  • Invoice clients for services rendered using automatic billing, electronic invoicing or direct billing.
  • Fee structures for charging clients include percent of net liquidation value, blended fees, flat fees, percent of P&L, performance fee threshold or high-water marking.

Automated Fee Administration

  • Assign client fees to individual accounts or use client fee templates to apply fees across clients.
  • Charge client commissions to your master account or easily reimburse fees to client accounts.

Dynamic Fee Management

  • Set maximum invoicing amounts or percentage caps.
  • Meet your compliance obligations by notifying your clients of advisory fee details.
Flexible Client Billing

Client Support

Advisors on the Interactive Brokers platform have access to a number of resources for efficiently managing their business.

Flexible Client Billing

Compliance Support

Greenwich Compliance

Greenwich Advisor Compliance Services Corporation (Greenwich Compliance) provides tailored solutions to help advisors meet their registration and compliance needs.

RIA Compliance Center

Information on registration and compliance requirements for advisors with additional information on major compliance topics.

Website and Branding Support

Client Sites for RIAs

IBKR Advisor Client Sites provides a complimentary website with custom graphic design and modern functionality. We will work with RIAs to create a customized, professional business website.

White Branding

White brand statements, client registration and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.


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

24

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

$9.93B

Equity Capital*

78.0%

Privately Held*

$6.2B

Excess Regulatory Capital*

1.41M

Client Accounts*

2.30M

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.

Advisor Account Structure

Advisor Account Structure

Account Information

  • With our global financial advisor account structure, advisors can support clients from over 200 countries and territories with a single, integrated advisor master account.
  • Advisors who manage client accounts in excess of state registration minimums (generally 16 or more accounts and US $25 million in assets) must be registered under local regulatory law (e.g., Registered Investment Advisors (RIA) for US securities and Commodity Trading Advisors (CTA) for US commodities).
  • The account can be white branded with an advisor's corporate identity.
  • Advisor master account holders must be age 21 or older.
  • Professional Registered Investment Advisors can create multiple tier accounts by adding Advisor, Proprietary Trading Group Separate Trading Limit (“STL”) and Multiple Hedge Fund master accounts to their account structure. Each Advisor, Proprietary Trading Group STL and Multiple Hedge Fund master account on the second tier can add client/sub/hedge fund accounts as required. Individual and Joint account holders under an Advisor account structure can add authorized traders to become STL accounts.

Open a Registered Investment Advisor Account

Our Advisor accounts let Professional Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs) execute and allocate trades among multiple clients from a single order management interface.

For other Institutional Account Types, click here
For other Individual Account Types, click here