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Hedge Fund

Solutions for Hedge Funds

Trading, clearing, custody, and reporting for cost-sensitive funds

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

Lower Your Costs to Maximize Your Return

Our transparent, low commissions and financing rates, and best price executions minimize your costs to help you maximize your returns.

Generate Higher Returns

Lower commissions, no ticket charges; no minimums; and no technology, software, platform, or reporting fees. Low financing rates, and higher loan values on portfolio margin accounts over $100K.

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Best Price Execution

Most brokers trade against your orders or sell them to others to execute who will trade against them. The resulting poor execution probably costs you more than the commission you pay. IB SmartRoutingSM continuously searches and reroutes to the best available prices for stocks, options and combinations.

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Your Gateway to the World's Markets

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




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.

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Prime Broker Services

For 42 years, Interactive Brokers has brought advanced technology solutions to our customers. This unique automated approach to prime brokerage builds on our basic principles:
  • Around-the-clock global service coverage for Prime Brokerage customers.
  • Strong balance sheet.
  • Strength and security.
  • Low-risk business model.
  • Customer fund protection.
  • Consistent performance.

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Our continuing dedication to these principles results in Prime Broker Services that deliver real advantages to institutions:
  • Custody.
  • Execution and clearing.
  • Securities financing.
  • Margin financing.
  • Take up trades from other brokers.
  • Corporate actions.
  • Customer service.

Click here to view our Due Diligence Information for Advisors, Brokers, Hedge Funds and Other Financial Institutions and Intermediaries using or considering Interactive Brokers LLC as Prime Broker/Custodian.

IBKR OMS: Your complete one-stop solution

Our newly redesigned 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.

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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

    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

    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

    Daily margin reports detail requirements by underlying.

  • Transaction Cost Analysis (TCA)

    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

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

Soft Dollar Commission Program

Interactive Brokers' Soft Dollar Commission Program gives hedge funds and Professional Advisors the flexibility to offset the costs of purchasing approved research products and services using soft dollars.

As defined under the Securities Exchange Act of 1934 section 28(e), a portion of commission dollars can be set aside to pay research-related costs incurred by advisors and fund managers. Eligible IBKR Clients can specify amounts that can be added to IBKR commissions and set aside as a pool of available money (Soft Dollars), which can be used to pay for market data and research.

IBKR Clients can then pay allowed expenses for market data and research subscriptions to external vendors. Allowed categories of expenses include fundamental, technical and/or quantitative analysis; portfolio management, valuation and asset allocation services; and economic forecasting.

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Financial Strength and Stability

Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.

Interactive Brokers Group (IBG LLC) equity capital exceeds $8.2 billion, over $6.0 billion in excess of regulatory requirements.1 18.5% of IBG LLC is owned by the publicly traded company, Interactive Brokers Group, Inc. and the remaining 81.5% is owned by our employees and affiliates.

Unlike other firms, where management owns a small share, we participate substantially in the downside just as much as in the upside which makes us run our business conservatively.

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  1. Includes Interactive Brokers Group and its affiliates.

Open an Account

Our Hedge Fund accounts let Investment Managers set up different structures to meet their needs.

Interactive Brokers offers three different Fund account structures: Single Fund, Multiple Fund and Allocation Fund accounts.

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.

Single Fund Account Structure

A single fund managed by an investment manager.

Additional Information

Link to Administrators for the purpose of providing administrative services such as reporting to your clients. Shop for registered Administrators at the Administrator Marketplace.

Single Fund Account PDF Guide

Single Fund Account with Trading Strategy Sub Accounts Structure

A single account with one or more users. Configuring authorized trader sub accounts adds the ability to maintain multiple sub accounts for different strategies.

Single Fund Account with Trading Strategy Sub Accounts Structure

Additional Information

When add trading strategy sub accounts, the account structure will have the following characteristics:

  • Master, sub accounts and users are part of the same legal entity.
  • Funds are deposited in the master account and transferred between the master and sub accounts to control individual trader limits.
  • Initial margining is determined for each individual account, while maintenance margining is determined at a consolidated account level.
  • Master users can set trading limits on individual sub accounts based on order size and value.

Single Fund Account PDF Guide

Multiple Fund Account Structure

Multiple funds managed by an investment manager with a master fund admin account.

Multiple Fund Account Structure Chart

Additional Information

The investment manager can add separately managed client accounts.

Each fund account can be owned by a separate legal entity and is credit-managed separately.

Execute trades for multiple funds in an Allocation Account and assign trades before the end of the day to specific cleared fund accounts.

Pre-trade allocation tools.

The investment manager can create multiple tier accounts by adding Advisor, Proprietary Trading Group STL and Multiple Hedge Fund master accounts to their account structure. Each Advisor, Proprietary Trading Group STL and Multiple Hedge Fund master account holder can add client, sub and hedge fund accounts as required.

Link to Administrators for the purpose of providing administrative services such as reporting to your clients. Shop for registered Administrators at the Administrator Marketplace.

Multiple Fund Account PDF Guide

Allocation (Give-Up) Fund Account Structure

A single allocation account for trade executions that allows for end of day give-up of trades to accounts at third-party prime brokers.

Allocation (Give-Up) Fund Account Structure Chart

Additional Information

An Allocation (Give-Up) account contains multiple co-mingled funds managed by an investment manager, who maintains individual fund activity function separately or gives up to a third-party prime broker.

Allocation Fund Account PDF Guide

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

Hedge Funds are highly speculative and investors may lose their entire investment. Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable. Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations. Supporting documentation for any claims and statistical information will be provided upon request.