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Advisor On-Boarding

Financial Advisors –
Getting Started at IBKR

Our turnkey solutions help advisors of any size build a competitive advantage, manage their business with efficiency and serve clients at the lowest cost1.

Welcome to Interactive Brokers!

Our turnkey solutions help advisors of any size build a competitive advantage, manage their business with efficiency and serve clients at the lowest cost1. This page provides tools and resources to help you open an account, configure and customize your account settings, onboard clients, configure CRM and use the powerful tools available to you at IBKR.
How to Open an Advisor Master Account

How to Open an Advisor
Master Account

A brief summary of the information you will need to start your IBKR advisor application and open an advisor master account.

How to Open an Advisor Master Account
Get Started With Advisor Portal

Login and Get Started with Advisor Portal

After opening and funding your advisor master account, you will log into Advisor Portal, our free and powerful client relationship management (CRM) platform.

How to Open an Advisor Master Account

Adding Users and User Roles

After opening and funding your advisor master account, you will need to define users and user roles for your account, grant them access to a subset of Advisor Portal functions, and/or grant access to functions for one or more sub-accounts.

How to Open an Advisor Master Account
IB Key Security via IBKR Mobile - iPhone

IB Key Security via IBKR
Mobile - iPhone©

Learn how to use our IB Key two-factor authentication security when managing your account, logging in to trade or managing your Interactive Brokers Debit Mastercard® transactions.

IB Key Security via IBKR Mobile - Android

IB Key Security via IBKR
Mobile - Android®

Learn how to use our IB Key two-factor authentication security when managing your account, logging in to trade or managing your Interactive Brokers Debit Mastercard® transactions.

IB Key Security via IBKR Mobile - Android
How to Add Prospects and Contacts

How to Add Contacts
and Prospects

Review the steps for adding a single contact or multiple contacts to Advisor Portal.

Setting Fees and Configuring Fee Templates

Setting Fees and Configuring Fee Templates

In this lesson, we will the review the flexibility Advisor Portal provides for configuring client fees manually or through use of templates.

Setting Fees and Configuring Fee Templates
How to Invite Prospects to Open an Account

How to Invite Prospects to Open an Account

Learn how to use Advisor Portal to invite prospects to open an account and review our fully and semi-electronic account application processes.

Client Portal Banking Features

Advisor Portal Banking Features

Review the steps for managing position and fund transfers, configuring product trading permissions and creating market data subscriptions.

Client Portal Banking Features
Deposit Funds via Bank Wire at IBKR

Deposit Funds via Bank Wire
at IBKR

Learn to create deposit notifications, which are essential for transferring funds into your IBKR account via bank wire.

Creating and Customizing Client Statements

Creating and Customizing
Client Statements

Advisors can create activity statements at the Advisor account level, individual client account level or create a consolidated statement for some or all accounts.

Creating and Customizing Client Statements
White Branding

White Branding

Learn how to apply your distinct branding to your client statements, account registration and other materials, including performance reports created by PortfolioAnalyst.

Onboard Multiple Client Accounts Using Excel Workbook

Onboard Multiple Client Accounts Using Excel Workbook

In this lesson you will learn how to bulk upload multiple client accounts into Advisor Portal using a single Excel workbook.

Onboard Multiple Client Accounts Using Excel Workbook
IBKR Mobile for Advisors

IBKR Mobile for Advisors

Learn how to trade and view the portfolios of your individual client accounts, account groups and models using IBKR Mobile for iOS© or Android.

IBKR's Client Portal and Message Center Ticketing System

IBKR's Advisor Portal and Message Center Ticketing System

Use Advisor Portal to access the Message Center and various account support tools available through the Ticketing System.

IBKR's Client Portal and Message Center Ticketing System
Investing for Clients Using TWS – Account Groups

Investing for Clients Using TWS –
Account Groups

Learn about using Trader Workstation (TWS) to pre-trade allocate to client accounts, configuring which accounts to include in a trade and dividing shares among clients.

Investing for Clients Using TWS - Allocation Profiles

Investing for Clients Using TWS -
Allocation Profiles

Review the steps for creating Allocation Profiles. Allocation Profiles let Advisors manually specify allocations amongst a specific group of clients by predetermining the number of shares, a percentage or a ratio at which the trade will allocate.

Investing for Clients Using TWS - Allocation Profiles
Rebalance Portfolio Tool

Rebalance Portfolio Tool

Learn how to use the Trader Workstation (TWS) Rebalance Portfolio Tool to automatically rebalance all accounts, a single account or user-defined Account Groups or Models.

Model Portfolio Overview

Model Portfolio Overview

Advisors using Model Portfolios can create theme-based investment strategies and invest client accounts directly into the strategies.

Model Portfolio Overview
TWS Model Portfolios - Independent and Model Positions

TWS Model Portfolios - Independent and Model Positions

Review the two sides of an account when running Model Portfolios and learn how the software may be programmed to recognize existing client holdings before investing in a Model.

Tax Optimizer

Tax Optimizer

The IBKR Tax Optimizer tool helps you manage stock, option, bond, warrant, single-stock future and mutual fund gains and losses for tax purposes.

Tax Optimizer

Frequently Asked Questions


  1. Rated Lowest Cost Broker by StockBrokers.com Annual Online Review 2020 "Read the full review"