Our turnkey custody solution helps advisors build a competitive advantage, manage their business with efficiency and serve clients at lower cost.*
IBKR offers the lowest1 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 About Commissions
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 About Best Execution
Earn extra income on your lendable shares.Learn More About Stock Yield Enhancement
*For more information, see our disclaimers.
Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.
Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advisor tools.
Use IBKR’s pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.
Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.
Reduce your clients’ tax liabilities, using Tax Loss Harvesting
Transform and streamline the creation, execution and allocation of group orders. Develop and deploy investment strategies in minutes to capture opportunities in volatile markets.
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.
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.
Create and customize direct index models based on the composition of ETFs tracking major indices.
ESG scores from Refinitiv give you and your clients a new set of tools for making investment decisions based on more than just financial factors.
Use the Impact Dashboard to identify and invest in companies that share the values held by your clients.
Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
Use the ESG Impact Profile to understand client preferences related to socially responsible and impact investing.
Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.Learn About Comprehensive Reporting
Create statement templates called Flex Queries, which let you customize your activity data at the most granular level and download in XML or text format.Learn About Comprehensive Reporting
Save your statements in PDF or Excel format, or download them to a variety of third-party formats such as Quicken, Tradelog or CapTools.Learn About Comprehensive Reporting
Daily margin reports detail requirements by underlying.Learn About Comprehensive Reporting
TCA tracks the quality of your orders' transaction prices versus market conditions either at the time the orders were submitted or after the trade executes.Learn About Comprehensive Reporting
White brand statements, client registration and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.
IBKR Advisor Client Sites provides a complimentary website with custom graphic design and modern functionality. We will work with RIAs to create a customized, professional business website.
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.
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.
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Our Advisor accounts let Professional Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs) execute and allocate trades among multiple clients from a single order management interface.
The projections or other information generated by PortfolioAnalyst® or Tax Loss Harvesting regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.
The information provided here is not intended to serve as tax advice and should not be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local, or other tax statutes or regulations. It is also important to acknowledge that this information cannot be relied upon to resolve any tax issues.