Administration for Advisors
Centralized Administration for Scalable Advisory Firms
Simplify Administration. Strengthen Client Relationships.
Reduce operational friction with integrated tools that streamline onboarding, documentation, and client management, allowing you to focus on delivering advice and service.
The Advisor Portal centralizes CRM features, digital onboarding, and secure access in a single interface. Digital account opening, Docusign, and bulk document tools reduce manual work, accelerate setup, and support compliance from day one.
Access client information, account activity, reporting and CRM-style notes in a single interface that supports fast follow-up and more organized service. Book of Business provides a centralized hub for managing client account activity, with navigation that separates client administration from account management.
Advised clients also have access to a streamlined Client Portal experience that removes tools and options that are not relevant to their account.
Client Relationship Management
Manage the full client lifecycle from prospecting through ongoing engagement with Advisor Portal’s built-in CRM, included at no additional cost.
Send complete account applications and required documents in a single digital package for faster client approval and fewer follow-ups.
DocuSign supports digital onboarding and account workflows for professional and non-professional advisors, with ID verification available in over 200 countries and territories. Applications and advisor fee approvals are available in 13 languages, and custodial UGMA/UTMA accounts can be opened through DocuSign.
Automate account opening, funding, and ongoing administration through a secure, API-driven platform.
When opening an additional account for an existing client, advisors can link the new account to the client's existing username, simplifying account setup and avoiding duplicate usernames.
Protect client data with flexible authentication and permission controls that reduce access-related service requests. Eligible US professional registered advisors can also issue temporary passwords to eligible clients to assist with account access.
Retrieve client documents efficiently with bulk download tools that simplify audits and regulatory reviews. Eligible advisors can download certain client agreements and documents directly from Portal and access completed DocuSign documents from Client Details for internal records, audits and other compliance obligations.
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Built on Strength.
Designed for Advisors.
Your firm depends on a custodian that protects client assets and supports operational scale. Interactive Brokers combines financial strength, global reach, and professional-grade technology to help advisors operate with confidence.
Financial Strength and Stability
Interactive Brokers Group brings over four decades of experience and strong equity capital. Added to the S&P 500 in August 2025 and publicly traded on Nasdaq (ticker: IBKR), the firm operates with audited transparency, a conservative balance sheet, and disciplined risk management designed to withstand market stress.
Global Scale with Trusted Reach
With more than 5 million client accounts and average daily volumes exceeding 4 million trades, Interactive Brokers is one of the world’s largest electronic brokers, supporting advisors and institutions globally with access to more than 170+ markets.
Client Asset Protection
Client assets are held in segregated custody in accordance with regulatory requirements. Interactive Brokers (U.K.) Ltd custodies certain assets with Interactive Brokers LLC, a member of SIPC, providing protection up to $500,000, including $250,000 for cash, with additional excess SIPC coverage through certain underwriters at Lloyd’s of London, subject to policy terms. Coverage protects against broker failure, not market losses.
Professional Technology and Reliability
IBKR’s infrastructure is built for advisors who require speed, reliability, and scale. Continuous investment in systems resilience and cybersecurity helps protect client data while supporting seamless execution and accurate reporting.
Regulatory Oversight and Transparency
Interactive Brokers is regulated by leading authorities worldwide, including the FCA, CBI, SEC, CFTC, and FINRA. This global oversight reinforces a commitment to compliance, transparency, and high standards of conduct.
Execution Quality
IBKR BestX helps advisors pursue price improvement and minimize market impact through intelligent, real-time routing across venues, supporting fiduciary best-execution obligations.
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A custodian that works for you, not against you. Contact our advisor team to see how IBKR can support your practice.