Our turnkey custody solution helps advisors build a competitive advantage, manage their business with efficiency and serve clients at lower cost.
Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
Goal Tracker projects the hypothetical performance of a portfolio and monitors how likely you are to achieve your goals.
90+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advisor tools.
Use IBKR’s pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.
Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.
Reduce your clients’ tax liabilities, using Tax Loss Harvesting
Transform and streamline the creation, execution and allocation of group orders. Develop and deploy investment strategies in minutes to capture opportunities in volatile markets.
Models allow Advisors to create groupings of financial instruments based on specific investment themes and invest client funds into the Model, rather than taking time to invest in multiple, single instruments.
Create and customize direct index models based on the composition of ETFs tracking major indices.
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.
Use the Impact Dashboard to identify and invest in companies that share the values held by your clients.
Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
Use the ESG Impact Profile to understand client preferences related to socially responsible and impact investing.
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.
Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.
Advisors on the Interactive Brokers platform have access to a number of resources for efficiently managing their business.
White brand statements, client registration and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.
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.
Join our quarterly advisor-led roundtable discussion on how advisors use the robust tools and features available on the IBKR platform to manage client wealth, perform estate planning, and grow their business.
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
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.
Nasdaq Listed
Equity Capital*
Privately Held*
Excess Regulatory Capital*
Client Accounts*
Daily Avg Revenue Trades*
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.
Disclosures