Family Office
Family Offices
IBKR's lowest costs1, access to global markets, advanced trading
platform and cash management tools give Family Office Managers
the freedom they need to manage any estate.
The IBKR Advantage
- Borrow at the lowest rates*, manage client spending and investing from a single master account.
- Cash and Margin accounts are available and can be individually margined.
- The lowest margin rates, with rates starting at 0.75%.*
- Cash management tools, including online bill pay and the Interactive Brokers Debit Mastercard, are integrated into the Family Office master account.
- Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account.
- Access to 150 markets in 33 countries and 24 currencies.
- Fractional shares let you and your family sub-accounts divide their investments among more stocks to achieve a more diversified portfolio.
- User access rights let you manage one or more client accounts and grant permission-based access to trading and reporting functionality.
- Take advantage of Portfolio Check Up and portfolio performance reporting tools to track your family investments from your selected benchmarks.
Low Costs*
-
IBKR offers the lowest commissions and access to stocks, options, futures, currencies, bonds and funds from a single unified platform. If an exchange provides a rebate, we pass some or all of the savings directly back to you.*
Learn More
-
IBKR BestXTM is a powerful suite of advanced trading technologies designed to help clients achieve best execution and maximize price improvement while minimizing market impact.
Learn More
-
Margin rates up to 50% lower than the industry1
Learn More
-
Earn interest of up to USD 4.58% on instantly available cash.2
Learn More
-
Earn extra income on your lendable shares.
Learn More
*For more information, click here.
Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.
- View our margin rates for more information.
- Restrictions apply. For additional information on interest rates, click here. Credit interest rate as of 02/06/23.
Discover a World of Opportunities
Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform. 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.
150
Markets
33
Countries
26
Currencies*
Learn More
*Available currencies vary by Interactive Brokers affiliate.
Graphic is for illustrative purposes only and should not be relied upon for investment decisions.
Explore our Global Offering
Interactive Brokers strives to provide the best deal on bonds by passing through to our clients the highest of all bids and lowest of all offers we receive from the electronic venues we access. We do not widen spreads, apply hidden fees or markup quotes.
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 550 fund families and filter funds by country, fund family, transaction fee or fund type.
The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities from within Client Portal.
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.
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 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
100+ 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 Marketplace
The Model Marketplace, which is a repository of model portfolios provided by third-party vendors, helps you spend more time with clients and less time managing client-specific 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.
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. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.
IBKR
Nasdaq Listed
$12.2B
Equity Capital*
75.5%
Privately Held*
$9.0B
Excess Regulatory Capital*
2.20M
Client Accounts*
2.05M
Daily Avg Revenue Trades*
IBKR Protection
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section by clicking here.
Family Office Account Structure
Account Structure
A master account linked to multiple client accounts.
Account Information
Manage multiple accounts of varying types under a single login, including:
Individual, Joint, Trust, 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. Click here for a list of available countries.
Please note that monthly activity and other minimum fees may apply.