Family Office
Family Offices
IBKR's professional pricing, access to global markets and advanced trading platforms 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, with rates as low as USD 4.83%. 1 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.
- Directly access stocks, options, futures, currencies, bonds, funds and more across 160 markets in 36 countries from a single unified platform. Fund your account and trade assets in 28 currencies.2
- 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 43,000 funds worldwide, including over 18,000 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.
- View our margin rates for more information.
- Available currencies vary by Interactive Brokers affiliate.
Professional Pricing - Maximize Your Returns
IBKR offers low trading fees1 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.3
Learn About CommissionsThe lowest margin rates, with rates as low as USD 4.83%.2
Compare Margin RatesEarn interest rates of up to USD 3.83% on instantly available cash.3
Compare Interest RatesEarn extra income on your lendable shares.
See Stock Yield Enhancement** 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.
- Low trading fees according to BrokerChooser Online Broker Survey 2025: Read the full article Online Broker Reviews, February 2025. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 3.83% for USD) on cash balances if you have a $100k account (net asset value)."
- Subject to any applicable legal or regulatory requirements.
- According to StockBrokers.com Interactive Brokers Review: Read the full article Online Broker Reviews, January 29, 2025. "Interactive Brokers continues to lead with unbeatable margin rates, a significant advantage for active and professional traders." View our margin rates for more information.
- Restrictions apply. See additional information on interest rates. Credit interest rate as of April 2, 2025.
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.
160
Markets
36
Countries
28
Currencies*
Global Markets
Available currencies vary by Interactive Brokers affiliate.
Graphic is for illustrative purposes only and should not be relied upon for investment decisions.
** 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
IBKR GlobalAnalyst
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.
Bond Marketplace
IBKR has no mark-ups or built-in spreads and offers low and fully transparent commissions on bonds. Access a vast universe of more than 1 million bonds and trade US Treasuries around the clock five days per week.
Mutual Fund Marketplace
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 500 fund families and filter funds by country, fund family, transaction fee or fund type.
Short Securities Availability
The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities. Shortable availability and borrow fees are broadcast in real-time on Trader Workstation (TWS), IBKR Desktop, the Client Portal, FTP files and API data feeds.
Overnight Trading Hours
Trade select US stocks and ETFs around the clock, five days per week. Access US stocks and ETFs when market-moving news happens and trade during Asian market hours or whenever it is convenient for you.1
1. Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
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
90+ 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
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 in the broader financial markets. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR from major market events that can threaten the stability of financial institutions.
IBKR
Nasdaq Listed
$17.5B
Equity Capital*
74.2%
Privately Held*
$12.4B
Excess Regulatory Capital*
3.34M
Client Accounts*
3.52M
Daily Avg Revenue Trades*
IBKR Protection
Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Family Office Account Structure
Account Structure
A master account linked to multiple client accounts.
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Family Office Manager
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Master Account
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Individual
Account-
Client User
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Joint
Account-
Client Users
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ISA Account
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Client User
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Trust
Account #1-
Client User
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Trust
Account #2-
Client User
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Partnership
Account-
Client User
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UGMA/UTMA
Account-
Custodian
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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. See all 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.
Guides
Disclosures
- According to StockBrokers.com Interactive Brokers Review: Read the full article Online Broker Reviews, January 29, 2025. "Interactive Brokers continues to lead with unbeatable margin rates, a significant advantage for active and professional traders." View our margin rates for more information.
- Available currencies vary by Interactive Brokers affiliate.
- Low trading fees according to BrokerChooser Online Broker Survey 2025: Read the full article Online Broker Reviews, February 2025. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 3.83% for USD) on cash balances if you have a $100k account (net asset value)."
- ** 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.
- Subject to any applicable legal or regulatory requirements.
- Restrictions apply. See additional information on interest rates. Credit interest rate as of April 2, 2025.
- Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
- Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.