account management and advisor portal gateway | Interactive Brokers

Manage Your Account


Free and Powerful Account Management Tools for Individual Investors and Advisors.

Client Portal

A one-stop destination for individual investors to check quotes, place trades, review account balances, P&L and key performance metrics, fund an account, generate reports and more.

Learn More

Advisor Portal

A free client relationship management (CRM) tool that allows advisors of any size to manage the full client acquisition and client relationship management life cycle.

Learn More