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

CRM

Client Relationship Management for Advisors and Brokers

Free CRM for managing the full
client
relationship lifecycle from
a single platform.

CRM is fully integrated within Portal and lets you manage information about clients, prospects, colleagues or personal relationships from a single platform.

Full Client Lifecycle Management

Use CRM to send client account opening invitations and quickly turn prospects into clients. Check the process of client account applications and view detailed information about clients and prospects with the click of a mouse. Maintain CRM records for closed accounts for historical purposes or a future reopening of the account.

Full Client Lifecycle Management
Track your relationships with a sortable notes

Manage Client Engagement

Track your relationships with a sortable notes field or add client-specific tasks or events using the CRM calendar feature. Send individual or bulk emails to clients and view email history through a secure, third-party email service.1 In addition, you can manage client notes with CRM and use the CRM calendar to add tasks and events related to any contact.

Better Understand Your Clients

Use our easy-to-use account-filtering tool to drive engagement and more effectively address client needs. Use over 40 fields to segment your client base by account attributes, demographics, investment objectives or engagement. Create greater client value by uncovering hidden dynamics, spotting niche opportunities, or creating “mass customization” capabilities to serve similar clients. In addition, you can bulk-import contacts using .csv files and easily jump between the dashboard and CRM for different views of client accounts.

easy-to-use account-filtering

View our Advisor and Broker Portal Guides

Disclosures
  1. Interactive Brokers provides secure email accounts with 25 GB of storage through Rackspace for USD 1.20 per month, which is directly charged to your account. While you create and manage your email accounts through CRM. Interactive Brokers cannot access your email.

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.