Margin borrowing is only for sophisticated investors with high risk tolerance.
You may lose more than your initial investment.
Interactive Brokers LLC - member NYSE
Supporting documentation for any claims and statistical information will be provided upon request.
- According to Barron's Online Broker Survey 2018: All Together Now, March 26, 2018. Lowest margin fees of any broker listed in Barron's survey of accounts having $100k or more in assets with margin rates of $10k, $25k, $50k and 100k balances. Barron's is a registered trademark of Dow Jones & Co. Inc.
- Credit interest rate as of 5/8/2018. USD credit interest is paid on balances over USD 10,000 in accounts with Net Asset Value exceeding USD 100,000. For more information, see ibkr.com/interest.
- Barron's estimated a customer's monthly costs at each of the 16 brokers in the 2018 "Best Online Broker" ranking. Interactive Brokers was the lowest cost for the Frequent and Occasional trader.
Margin loan rates and credit interest rates are subject to change without prior notice.
BY USING THIS CARD YOU AGREE WITH THE TERMS AND CONDITIONS OF THE CARDHOLDER AGREEMENT AND FEE SCHEDULE, IF ANY. This card is issued by Metropolitan Commercial Bank (Member FDIC) pursuant to a license from Mastercard International. "Metropolitan Commercial Bank" and "Metropolitan" are registered trademarks of Metropolitan Commercial Bank© 2014.
All interest and borrowing activity is through Interactive Brokers LLC. Please see your customer agreement with Interactive Brokers LLC for further details.
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Options involve risk and are not suitable for all investors. For more information read the "Characteristics and Risks of Standardized Options". For a copy, call 312 542-6901
Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.
Please keep in mind that IBAM is currently licensed to offer investment services to US residents only. This communication or IBAM's website is NOT intended to be a solicitation or advertisement in any jurisdiction other than the United States. Note that commissions for trades in these portfolios charged by IBKR Asset Management's affiliate, Interactive Brokers LLC, are separate and in addition to our management fee. Note that there may be similar offerings in the marketplace with lower investment costs. While based on data provided by FTSE and Russell that calculate the indices these portfolios seek to track, these portfolios are not sponsored or recommended by these two index providers. Past performance is no guarantee of future results, and all investments, including those in these portfolios, involve the risk of loss, including loss of principal and a reduction in earnings. For a set of full disclosures regarding investments in these portfolios, please review this document: index-tracking-risk-disclosure-12-jan-2018.pdf
Interactive Brokers Asset Management does not provide tax advice, does not make representations regarding the particular tax consequences of any portfolio investments, and cannot assist clients with tax filings. Clients investing in IBAM portfolios should consult with their tax professional about the tax consequences of investing in this portfolio or any other IBAM portfolio.
4. According to Barron's Online Broker Survey 2018: All Together Now
, March 26, 2018. Barron's is a registered trademark of Dow Jones & Co. Inc. For additional information, see ibkr.com/awards