Advisors on the IBKR platform use our turnkey custody solution to build competitive advantage, efficiently manage their business and serve clients at lower cost.
This page provides information, tools and resources to help you configure and customize your account, onboard and manage clients, configure CRM, fund accounts, subscribe to market data, run reports, trade and more.
Once your account is approved and opened, your organization's security officer(s) can create and add users to an account and manage user access to account trading, reporting, funding, and settings, and configure client-specific access.
Learn how to white brand your client statements, registration and other materials with your own organization's identity, including on performance reports created by PortfolioAnalyst.
Advisor Portal offers an integrated suite of tools for managing the client acquisition and client relationship management lifecycle:
IBKR offers multiple options for adding or migrating clients to our platform, including a mass upload feature and support for customized client account applications using our application XML system.
The Transfer & Pay menu in Advisor Portal provides resources to let you transfer funds, transfer positions, check transaction status and history, submit withdrawals for both your master account and for your client accounts.
Our website provides an overview of funding methods available to clients.
The Performance & Reports menu in Advisor Portal provides access to PortfolioAnalyst®, standard Statements, Flex Queries, Tax Documents, a suite of Advisor specific reports and more.
We are committed to protecting your account and account assets from fraudulent practices. Our Secure Login System provides Two-Factor Authentication (2FA) as an extra layer of security when accessing your account. Download our mobile app to enable 2FA.
Use the Settings menu in Advisor Portal to manage your market data, research and news subscriptions. We provide real-time streaming market data for free or at the price we are charged by the exchange and offer access to dozens of free and premium market research and news providers.
Our flagship desktop platform designed for active traders and investors who trade multiple products and require power and flexibility and incorporates a number of advisor specific features designed to streamline trading and position management, including Block Allocation, Model Portfolios and Rebalancing.
Our flagship desktop platform designed for active traders and investors who trade multiple products and require power and flexibility and incorporates a number of advisor specific features designed to streamline trading and position management, including Block Allocation, Model Portfolios and Rebalancing.
From our easy-to-use Excel API to our industrial strength FIX API, we offer something for every experience level. Our TWS API is well-supported with numerous examples to help you get started.
From our easy-to-use Excel API to our industrial strength FIX API, we offer something for every experience level. Our TWS API is well-supported with numerous examples to help you get started.
A configurable window in TWS for monitoring every aspect of your account activity.
The Monitor panel on the TWS houses your watch lists and your Portfolio page so you can quickly access a real-time view of your positions, P&L, liquidity, margin requirements, etc.
Use our Order Allocation Tool to transform and streamline the creation, execution and allocation of group orders. Develop and deploy investment strategies in minutes across multiple client accounts with a single order, to capture opportunities in volatile markets. Alternatively, you can create Allocation Groups to allocate trades to groups of accounts based on shares, percentages, ratios.
Use the TWS Rebalance window to rebalance your portfolio based on the target percentages you enter.
Streamline your workflow by investing your client assets with Model Portfolios. You can establish your own portfolio of financial instruments, and then trade this model on behalf of your clients or you can invest in Model Portfolios created by third party managers.
Use the full range of trading facilities in a simulated environment using real market conditions.
The Investors' Marketplace lets advisors advertise their services to IBKR clients and connect with third party suppliers of technology, research, consulting and investment services. Our website provides an overview of funding methods available to clients.
Use Advisor Portal to access PortfolioAnalyst, a comprehensive portfolio management tool that helps you quickly and easily consolidate clients' financial information from any financial institution to gain a complete portfolio view, including assets held-away.
For information on other features, including Trade in Fractions, IBKR GlobalAnalyst, the Bonds Marketplace and Mutual Fund Marketplace, visit our Features in Focus webpage.
View All Features in FocusLooking for an answer? Browse our extensive inventory of frequently asked questions.
Learn about the tools, markets and technology available to you with our Advisors curriculum. Stay on top of market events at Traders Insight, learn about programming at the Quant Blog, subscribe to our Podcast channel for interviews and audio articles covering the world of finance, or sign up for a complimentary webinar.
Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform .
IBKR offers margin rates from USD 5.33% - 6.33% , the lowest margin loan interest rates of any broker, according to the StockBrokers.com Online Broker Survey 2023 Read the full article .
Browse our support page for instructional videos, user guides, release notes and information on connecting with us.
The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".
Your capital is at risk and your losses may exceed the value of your original investment.
Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.
Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.
Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.
Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.
For a list of IBG memberships worldwide, see our exchange listings.