Family Office
Family Offices
IBKR's lowest costs1, access to global markets, advanced trading platforms and cash management tools give portfolio managers the freedom they need to manage any family’s assets
The IBKR Advantage
- Manage multiple accounts from a single CRM interface, with flexible fee structures including automated administration and dynamic fee management.
- The lowest margin rates, starting at 2.08%*. Cash, Reg-T and Portfolio Margin accounts that can be individually margined.
- Manage user access rights for one or more accounts, granting permission-based access to trading and reporting functionality.
- Allocate block trades across multiple client accounts with a single click, using a variety of criteria and methods.
- Consolidate, track and analyze family portfolios with PortfolioAnalyst®, which includes multi-custody solutions, advanced reporting, custom benchmarks, risk metrics and more.
- Invest globally in stocks, options, futures, currencies, bonds, ETFs and more, from a single integrated platform and across 150 markets in 33 countries and 25 currencies.
- Access a vast selection of over 1 million bonds globally via IBKR’s Bond Marketplace, with low, transparent commissions and no mark-ups or built-in spreads.
- Use the Mutual Fund Marketplace to access over 45,000 funds worldwide, including over 17,000 no-transaction-fee funds.
- The self-service Securities Loan Borrow (SLB) system lets you search for available quantities of shortable securities by symbol, exchange, ISIN or CUSIP number, including borrow rates and more.
- IBKR’s powerful, award-winning trading platforms and advanced tools for managing client assets. Available on desktop, mobile, web and API.
- Earn extra income by lending fully-paid shares of stock via IBKR’s Stock Yield Enhancement Program.
- Cash management tools, and online bill pay are integrated into the Family Office master account.
Lowest Cost**
Our transparent, low commissions and financing rates, support for best price execution, and stock yield enhancement program help minimize costs to maximize your returns.
Low Trading Costs
IBKR offers the lowest commissions and with IBKR’s Universal Account, clients can trade stocks, options, futures, currencies, bonds, and funds around the world from a single screen.* If an exchange provides a rebate, we pass some or all of the savings directly back to you.**
Lowest Financing Costs
We offer the lowest margin loan rates of any broker, according to the StockBrokers.com 2022 online broker review. Click below to calculate your own sample margin loan interest rate.
Earn Extra Income
Earn extra income on the fully-paid shares of stock held in your account. IBKR borrows your shares to lend to traders who want to short and are willing to pay interest to borrow the shares. Each day shares are on loan you are paid interest while retaining the ability to trade your loaned stock without restrictions.
* Regulations require securities and commodities activities to be conducted in separate accounts. Universal Account refers to the consolidation of these accounts for display purposes only, enabling clients the ability to use a single platform to conduct trading activity and view consolidated activity and position information for all products and services offered.
** For more information, click here.
Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.
Discover a World of Opportunities
With IBKR’s Universal Account, clients can trade stocks, options, futures, currencies, bonds, and funds around the world from a single screen.* Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week.
150
Markets
33
Countries
25
Currencies
Learn More
* Regulations require securities and commodities activities to be conducted in separate accounts. Universal Account refers to the consolidation of these accounts for display purposes only, enabling clients the ability to use a single platform to conduct trading activity and view consolidated activity and position information for all products and services offered.
Explore our Global Offering
Interactive Brokers strives to provide the best deal on bonds by passing through to our clients the highest of all bids and lowest of all offers we receive from the electronic venues we access. We do not widen spreads, apply hidden fees or markup quotes.
The Mutual Fund Marketplace offers an extensive availability of mutual funds from around the world. Use our Mutual Fund Search Tool to search funds from more than 480 fund families and filter funds by country, fund family, transaction fee or fund type.
The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities from within Client Portal.
IBKR GlobalAnalyst is designed for investors who are interested in international portfolio diversification. It helps you find new opportunities to diversify your portfolio and discover undervalued companies that may have greater growth potential.
Technology to Help Advisors Succeed
Trading Platforms
Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
Pre-Trade Allocations
Use IBKR's pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.
Order Types and Algos
100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Free Family Office Tools
Spot market opportunities, analyze results, manage your account and make informed decisions with our free tools.
Create Client-Centric Investment Portfolios
Interactive Advisors
An actively managed robo-advisor and pioneer in online investing that offers low-cost, diversified portfolios customized for your needs.
Model Marketplace
The Model Marketplace, which is a repository of model portfolios provided by third-party vendors, helps you spend more time with clients and less time managing client-specific portfolios.
Model Portfolios
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.
IBKR Client Risk Profile
Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
Environmental, Social and Governance (ESG)
ESG scores from Thomson Reuters give you and your clients a new set of tools for making investment decisions based on more than just financial factors.
Integrated Client Management
Use our free CRM to manage the full client management lifecycle, improve client engagement and improve your understanding of client needs.
A Broker You Can Trust
When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.
IBKR
Nasdaq Listed
$10.48B
Equity Capital*
76.5%
Privately Held*
$7.1B
Excess Regulatory Capital*
1.81M
Client Accounts*
2.52M
Daily Avg Revenue Trades*
IBKR Protection
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section by clicking here.
Family Office Account Structure
Account Structure
A master account linked to multiple client accounts.
Account Information
Manage multiple accounts of varying types under a single login, including:
Individual, Joint, Trust, IRA, UGMA/UTMA, Corporation, Partnership, Limited Liability Company, and Unincorporated Legal Structures.
Client users can optionally directly fund, view statements and trade.
Automated allocations based on pre-trade defined criteria.
Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. Click here for a list of available countries.
Open a Family Office Account
For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at
(202) 371-8300.
Disclosures
Lowest Cost Broker according to StockBrokers.com Online Broker Survey 2022: Read the full article Online Broker Reviews, January 11, 2022. "Because Interactive Brokers' core clientele are professional traders and institutional investors (e.g., hedge funds), it is crucial to provide the lowest commissions schedule available. In our rigorous assessment, there is no question Interactive Brokers delivers."