Solutions for Registered Investment Advisors

Turnkey Solutions to Help You Build a Competitive Advantage, Efficiently Manage Your Business and Serve Your Clients at Lower Cost.
Our complete and integrated advisor solutions include a free CRM and PortfolioAnalyst, IBKR's portfolio management system, as well as trading, client onboarding, clearing, reporting and billing for advisors of any size, with no contract required. Our transparent and low commissions and financing rates and support for best price execution help to minimize costs to maximize your return.

Advisor Portal


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

Integrated Client Management

  • Advisor Portal offers a suite of tools for managing the full client acquisition and client relationship management lifecycle.
  • Store, view and update contract information, manage funding transactions and review detailed information on positions, balances and transactions.
  • Dashboard provides an at-a-glance summary of key client information.
  • Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
Efficient Design

We make it easy to manage your clients:

  • Responsive Advisor Portal platform with simplified workflows and logically grouped menus.
  • Manage clients from any desktop or mobile device.
  • Supports the delegation of user access rights by function and client account.
Reliable Client Onboarding Processes

IBKR offers multiple options for adding clients and migrating to our platform:

  • Fully- and semi-electronic applications.
  • Customized client account applications using our Application XML system.
  • Mass upload feature for hassle-free migration to IBKR.

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.

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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Securities Financing

Our depth of availability, transparent and competitive loan and borrow rates, automated tools and dedicated service representatives give you the advantages you expect from Interactive Brokers.

Your Gateway to the World's Markets

Direct market access to stocks, options, futures, forex, fixed income, ETFs and CFDs from a single IB Universal Account™.

120Markets

31Countries

23Currencies

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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Additional Benefits and Resources


Use the tabs and filters below to learn more about how IBKR supports Advisors.

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Open an 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.

Account Information

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 the advisor's corporate identity.

Advisor master account holders must be 21 or older.

Professional Registered Investment Advisors 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 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.

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.

Please note that monthly activity and other minimum fees may apply.

Documentation

Advisor Getting Started PDF Guide How to Become an RIA PDF Guide Advisors/Brokers Application Guide



Advisor Account Structure

An individual or organization Registered Advisor whose master account is linked to multiple individual or organization client accounts.

  • The master account is used for fee collection and trade allocations.
  • The advisor can open a single account for his or her own trading.

Registered Investment Advisor Account Structure Chart


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