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.*
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 on over markets
from a single unified master account. - Free CRM, portfolio management and trading platform, plus PortfolioAnalyst®, a tool to consolidate your clients’ entire portfolio.
- Automated and flexible client billing.
- Free website building services.
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.
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.
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
| Browse over 70 low-cost, well-diversified portfolios |
Use our free advisor tools to create your own models |
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We have 3 easy ways to get started with Models 
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Interactive AdvisorsTM |
Models by recognized institutions |
Symbol by Symbol |
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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. |
Build your model symbol-by-symbol. You have customized controls with advanced tools to manage and rebalance your investments. |
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Ease of use |
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Customization |
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Exclude Certain Stocks |
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Rebalance Reminders |
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Auto-Rebalancing |
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Cost and Fees |
USD 0.01 to 1.00 |
USD 0.01 to 1.00 |
USD 0.00 |
| Browse IA Models | Browse Vendor Models | Learn More | |
| Browse over 70 low-cost, well-diversified portfolios |
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Interactive AdvisorsTM |
Models by recognized institutions |
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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 |
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Symbol by Symbol |
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Build your model symbol-by- symbol. You have total control with advanced tools to manage and rebalance your investments. |
| Learn More |
Flexible Client Billing
Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.
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.
Client Support
Advisors on the Interactive Brokers platform have access to a number of resources for efficiently managing their business.
Website and Branding Support
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 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, forex 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.
Markets
Countries
Curencies
Learn More
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 protect IBKR and our clients from large trading losses.
IBKR
Nasdaq Listed
$B
Equity Capital*
%
Privately Held*
$6.0B
Excess Regulatory Capital*
Client Accounts*
Daily Avg Revenue Trades*
IBKR Protection
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