Use simplified workflows, logically grouped menus and user access rights to efficiently manage your relationships from any desktop or mobile device.
IBKR offers multiple options for adding clients and migrating to our platform, including fully- and semielectronic account applications, a mass upload feature and support for customized client account applications using our application XML system.
Set up enhanced user access and account security by creating one or more Security Officers for the master account and designate up to 250 users by function or account.
Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
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.
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.
From trade date to settlement date, our Securities Financing solutions provide depth of availability, transparent rates, global reach and automated lending and borrowing tools.
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advanced trading tools.
Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.
Our statements and reports cover real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis, tax optimization and more. And if you need trade surveillance support, we may be able to help.
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.
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.
Excess Regulatory Capital*
Daily Avg Revenue Trades*
Fully Disclosed Brokers provide their clients with customer service and marketing. Broker clients can electronically trade or the broker may input trades for the client.
Clients open accounts electronically.
Fully Disclosed Brokers can create multiple tier accounts by adding Registered Advisor, unregistered Family Advisor, Proprietary Trading Group Separate Trading Limit (STL) and Multiple Hedge Fund master accounts to their broker account structure. Each Advisor, Proprietary Trading STL and Multiple Hedge Fund master account holder can add client, sub and hedge fund accounts as required.
Brokers can trade for themselves in the Proprietary Account for Broker-Dealers.
All fees, commission and interest owed to the broker are first sent to the broker's Master account and then swept nightly to the Proprietary Account for Broker-Dealers.
A master account linked to an individual or organization client accounts.
Broker accounts at Interactive Brokers give global regulated brokerage companies the means to reduce their operational, brokerage and clearing costs while providing electronic market access worldwide with our professional white branded trading technology.
Please note that monthly activity and other minimum fees may apply.