account management and advisor portal gateway | Interactive Brokers

Free and Powerful Account Management Tools

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.

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Advisor Portal

A free client relationship management (CRM), custody, account management, trading and reporting solution that allows advisors of any size to manage the full client acquisition and client relationship management life cycle.

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Broker Portal

Broker Portal fully integrates the Dashboard with a free CRM, simplifies workflows and provides on-the-go functionality from almost any iOS or Android device.

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Compliance Portal

Compliance Portal consolidates the administration of your EmployeeTrackSM account and is used to administer user access rights, account jurisdictions and reporting.

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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.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC ( 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, see our exchange listings.