If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more.

Model Portfolios

TWS Model Portfolios offer Advisors an efficient, time-saving and more organized approach to investing client assets.

Model Portfolio for Advisors

Models allow Advisors to create groupings of financial instruments based on specific investment themes and invest client funds into the Model, rather than taking time to invest in multiple, single instruments.

Model Portfolios simplify the tasks of managing and investing multiple client accounts by allowing advisors to:
  • Manage multiple trading strategies for each client without requiring their clients to open multiple IB accounts.
  • Quickly and automatically allocate investments from multiple client accounts into a single Model.
  • Spend more time focusing on client services and less time making individual trades.
  • Use Model Portfolios like mutual-funds but without the tax considerations of mutual funds.
  • Advisors can specify positions of greater than 100% when allocating client funds to a model portfolio employing leverage as desired.

A Model Portfolio can invest in stocks and single leg positions.

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". For a copy click here.

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.

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, click here.