Automatic billing, flexible commission markups, interest markups and markdowns, borrow fee markups and electronic invoicing are part of our turnkey solution for broker-dealers and introducing brokers.
Brokers can configure client fee schedules, apply schedules to individual accounts or templates, and manage billing through Broker Portal.
Brokers may charge clients for services rendered by applying commission markups to eligible trades. Markups may be configured by asset class, exchange, currency or product, depending on the applicable fee structure.
Client fee schedules can be applied to accounts individually or stored in templates, making it easier to maintain different fee arrangements across multiple client accounts.
Commission markup options may include minimum amounts, maximum amounts, ticket charges, absolute markups, tiered absolute amounts, percentage markups, exchange and regulatory fee pass-throughs and take-up fees where applicable.
Brokers may be able to mark down credit and short proceeds credit interest and markup debit interest, subject to applicable limits and account eligibility.
Borrow fee markups may also be available based on applicable stock-borrow rates.
Fully disclosed brokers may configure and submit electronic invoices for client accounts through Broker Portal. Invoice amounts are automatically transferred from the client account to the broker account, subject to applicable processing rules and limits.
Broker client markups are subject to caps, limitations and product-specific restrictions. Limits may vary by product, account type, jurisdiction and applicable pricing arrangement.
No markups will be applied if a client calls IBKR to close a position.
Please contact your Sales Representative for more details on Broker Markups.
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".
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.
Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.
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, clients must read the relevant risk disclosure statements on our IBUK Services Guide – Investing with IBKR page.
For a list of IBG memberships worldwide, see our exchange listings.