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


A Complete Turnkey Solution for Administrators

Provide third-party administration, auditing, legal counsel and other services to institutions

Contact our institutional sales team
to learn more.

Account Features

  • Choose which accounts you want to service by accepting or rejecting link requests.
  • A User Access Rights system allows you to assign different roles and client accounts to individual employees within your organization.
  • Comprehensive reporting, including:
    • Run client statements and other reports for reconciliation and performance reporting purposes.
    • Audit client statements and tax forms.
    • Run client reports to support compliance and anti-money laundering procedures.

Investors' Marketplace

Investors and clients can meet and interact with third-party service providers to connect and conduct business.

600 +


320 +


450 +


200 +


40 +

business dev

  • Individual traders and investors, financial advisors, fund managers and third-party service providers can meet and do business together.
  • Search the marketplace and connect to a variety of service providers, including advisors, hedge funds, research analysts, business developers and administrators.
  • Advertise your own third-party services to individual and institutional users worldwide.
  • Free to advertise and search, the Investors' Marketplace is open to everyone.

Open an Account

Account Information

An Administrator account is a single account linked to multiple Advisor, Single or Multiple Hedge Fund, Proprietary Trading Group and accounts for the purpose of providing reporting and other administrative functions to one or more client, fund or sub accounts. Administrators have no access to funding, cannot trade and have no access to IB trading platforms.

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.

Administrator Structure

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300.