account management and advisor portal gateway | Interactive Brokers

Manage Your Account

Free and Powerful Account Management Tools for Individual Investors and Advisors.

Client Portal

A one-stop destination for individual investors to check quotes, place trades, review account balances, P&L and key performance metrics, fund an account, generate reports and more.

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Advisor Portal

A free client relationship management (CRM) tool that allows advisors of any size to manage the full client acquisition and client relationship management life cycle.

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