Welcome Center for Individuals

Welcome to Interactive Brokers

Welcome to
Interactive Brokers!

Client Portal

Manage Your Account

Client Portal

A one-stop destination for managing your account information, funding your account, checking quotes and placing trades, and monitoring account performance.

You can access Client Portal by clicking on the Log In button located at the top of the Interactive Brokers website.

Account Settings

Manage your profile, financial information, trading experience and permissions, and configure your account from the Account Settings page. The page is accessible from the upper right corner of Portal by clicking the “head and shoulders” icon and selecting “Manage Account”.

User Settings

Manage communications preferences, passwords, report delivery, market data subscriptions and more via the User Settings menu. The page is accessible from the upper right corner of Portal by clicking the “head and shoulders” icon and selecting “User Settings”.

Account Security

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.

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Taxes, Reporting and Analytics

Tax forms, statements, flex queries and other reports are available from the Reports menu in Portal.

Fund Your Account

Funding

We offer a number of flexible and convenient methods for depositing assets in your account. To initiate funding or position transfers, click the Transfer & Pay menu in Portal.

Client Portal
Client Portal

Other Account Features

PortfolioAnalyst

PortfolioAnalyst is a free tool for consolidating, tracking and analyzing your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current financial state and plan for the future.

Stock Yield Enhancement Program

Earn extra income on the fully-paid shares of stock held in your account by allowing IBKR to borrow shares from you in exchange for collateral (either U.S. Treasuries or cash), and then lend the shares to traders who want to sell them short and are willing to pay interest to borrow them.

Refer a Friend

You can earn USD 200 for referring friends or colleagues to open an account. The Refer a Friend feature is available via the Account Settings page.

Trade Your Account

Client Portal

IBKR Desktop

Our newest client-driven desktop trading platform combines the most popular tools from our flagship Trader Workstation (TWS) with a growing suite of original features suggested by our clients.

Client Portal

Client Portal

Our web application serves as your one-stop destination to check quotes and place trades, see account balances, P&L and key performance metrics, funding, reporting, and more.

Trader Workstation (TWS)

Trader Workstation

Our flagship desktop platform designed for active traders and investors who trade multiple products and require power and flexibility.

IBKR TWS for Mobile

IBKR Mobile

Easily trade and monitor your IBKR account on-the-go from your iOS or Android device (tablet or smartphone).

IBKR GlobalTrader

IBKR GlobalTrader

Easily trade global stocks, options and ETFs from your iOS or Android device (tablet or smartphone).

IMPACT

IMPACT

An app that makes it easy to put your money where your heart is. Download to your iOS or Android device (tablet or smartphone) and find and invest in companies that share your values.

IBKR APIs

IBKR APIs

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.

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Market Data and Research

Market Data and Research

Market Data Subscriptions

Market data subscription fees are assessed beginning on the day of subscription and the first business day of each subsequent month for as long as the services are active.

Research Subscriptions

Interactive Brokers clients enjoy access to dozens of free and premium market research and news providers.

Features in Focus

We offer a variety of powerful tools for trading your account.

Trade in Fractions

Trade in Fractions

With fractional shares you can divide your investments among more stocks to achieve a more diversified portfolio and put smaller cash balances to work to help maximize your returns.

Learn More
IBKR GlobalAnalyst

IBKR GlobalAnalyst

Quickly scan the globe for undervalued stocks, comparing relative valuations individually or by regions, countries or industries.

Learn More
Bond Search Tool

Bond Search Tool

Use our Bond Search tool to compare available yields from more than 1,000,000 bonds globally.

Learn More
Mutual Fund Search Tool

Mutual Fund Search Tool

Use the Mutual Fund Search tool to browse more than 48,000 funds, including 19,000+ with no transaction fees.

Learn More

Products

Discover a World of Investment Opportunities

Discover a World of Investment Opportunities

Access Products in 150 Markets
Across 34 Countries

Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform.

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Margin Trading

Margin Trading

We offer margin rates from USD 5.83% - 6.83%

The lowest margin loan interest rates of any broker, according to the StockBrokers.com Online Broker Survey 2023 Read the full article.

Support

Frequently Asked Questions

Looking for an answer? Browse our extensive inventory of frequently asked questions.

Support for Individuals

Browse our support page for instructional videos, user guides, release notes and information on connecting with us.

Configure Your Account Type

Upgrade or downgrade your account type from within Client Portal. Please note that you must be approved for options trading to qualify for a Portfolio Margin account.

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.