Registered Investment Advisor Account

IBKR for Advisors

The Smarter Way to Build, Manage, and Grow Your Practice

Our Experience

  • Client assets over

    $964 Billion

  • Executing more than

    4 Million

    trades daily

  • RIA Overperformance at IBKR

    +2.67%

    Average Return vs. S&P 500 in 2025

Your Custodian, Not Your Competitor

Most custodians also run their own advisory businesses, sell proprietary products, and operate referral networks that route clients to firms willing to pay for the privilege. Interactive Brokers does none of these things.

Interactive Brokers has no in-house advisory team. No proprietary wealth management arm. No referral network. No proprietary products. Our only business is giving you the technology, pricing, and global market access to run your practice on your terms.

IBKR
No proprietary advisory business
No referral program that redirects your clients
Open architecture, no in-house products
Transparent, published pricing for all
Competitive interest on client cash (up to 3,38 % USD)
Other Custodians
Operate in-house wealth management
Run referral networks (with fees)
Sell proprietary products
Negotiate opaque pricing deals
Monetize client cash via low-yield sweeps

Built to Improve Client Outcomes

Interactive Brokers supports advisors of every size with low costs, global market access,
and professional-grade trading technology.

Streamline operations, strengthen competitiveness, and scale with confidence.

Contact Institutional Sales

Sales Contact

Lower Costs That Compound Over Time

Reduce client drag and improve firm economics with low commissions, competitive margin rates and interest on uninvested cash. Transparent pricing helps preserve returns and support long-term growth.

Trade for as low as

USD 0.0005

per share on US Stocks, and low commissions on products across 175 global markets.

See Pricing Details

Borrow for as low as

USD 4,38 %

Among the lowest
margin rates globally.

Voir les taux d'intérêt sur marge

Earn interest up to

USD 3,38 %

on uninvested cash.
Automatically.

Comparer les taux d'intérêt

Percevez des revenus supplémentaires en prêtant vos actions

See Stock Yield Enhancement Program

Flexible Solutions for Advisors of Any Size

I am:

View All Advisor Types

Breakaway and New Advisors

Your Platform for Growth

For advisors ready to go independent, IBKR delivers the infrastructure to compete and grow. Manage clients efficiently with CRM integration, PortfolioAnalyst, and automated billing, trade across 175+ markets, and customize your brand with white-labeled statements and a complimentary website.

Breakaway and New Advisors

Private Wealth Advisors

Empower Sophisticated Advice with Institutional Precision

Interactive Brokers equips advanced wealth managers with the same technology trusted by institutional investors. Access 175+ global markets, manage portfolios with tools like PortfolioAnalyst, Model Portfolios, and Custom Indexing, and deliver white-labeled, performance-driven client reports. From automated rebalancing to flexible billing and compliance support, IBKR’s integrated platform helps you deliver exceptional service and scale your business with confidence.

Private Wealth Advisors

Growth-Focused Advisors

Scale Your Firm with Confidence

Interactive Brokers gives growth-focused RIAs the technology, tools, and global access they need to expand efficiently. Manage trading, reporting, billing, and compliance from one platform designed to reduce friction and increase capacity. With advanced portfolio management, white-labeled client reporting, and flexible service models, you can scale your firm confidently while maintaining full control of your client relationships.

Growth-Focused Advisors

Tech-First Advisors

Seamless Digital Experience for Your Clients

Advisors embracing technology need platforms that adapt. IBKR provides open APIs, advisor-branded portals, and workflow automation to streamline operations and deliver a modern, digital client experience.

Tech-First Advisors

Acquirers and Aggregators

Power Growth Through Integration

Streamline acquisitions and aggregate your advisors under one connected ecosystem. From onboarding and billing to compliance and performance reporting, Interactive Brokers delivers the infrastructure you need to scale efficiently across every office and advisor.

Acquirers and Aggregators

It’s All Here

Run Your Entire Practice on One Platform

Manage clients, portfolios, trading, reporting and billing from a single system. IBKR integrates the tools you need to operate efficiently and maintain full visibility across your business.

Unified Practice Management Platform

View Solutions

Powerful Trading Technology

View Trading Technology

Smarter Portfolio Management Tools

View Portfolio Tools

Turn Your Investment Expertise into Opportunity

View Actively Managed Certificates

Integrated Client Management Tools

View Client Management

Streamlined Billing

View Billing and Fee Tools

Institutional-Grade Custody Solutions

View Custody and Cash Solutions

Robust Research and Market Data

View Research and Insights

Built-in Compliance and Risk Solutions

View Compliance and Risk Tools

Comprehensive Educational Resources

View Resources

Join Our Quarterly Advisor-Led Roundtables

Hear current IBKR advisors walk through how they manage portfolios, streamline operations, and serve clients.

Contact Institutional Sales

Sales Contact

Built on Strength.
Designed for Advisors.

Your firm depends on a custodian that protects client assets and supports operational scale. Interactive Brokers combines financial strength, global reach, and professional-grade technology to help advisors operate with confidence.

Financial Strength and Stability

Interactive Brokers Group brings over four decades of experience and strong equity capital. Added to the S&P 500 in August 2025 and publicly traded on Nasdaq (ticker: IBKR), the firm operates with audited transparency, a conservative balance sheet, and disciplined risk management designed to withstand market stress.

Global Scale with Trusted Reach

With more than 5 million client accounts and average daily volumes exceeding 4 million trades, Interactive Brokers is one of the world’s largest electronic brokers, supporting advisors and institutions globally with access to more than 175+ markets.

Client Asset Protection

Client assets are held in segregated custody in accordance with regulatory requirements. Certain clients of Interactive Brokers Ireland Limited are protected by the Irish Investor Compensation Scheme, which covers 90% of eligible losses up to €20,000 per investor. Protection applies in the event of firm failure and does not cover market losses.

Professional Technology and Reliability

IBKR’s infrastructure is built for advisors who require speed, reliability, and scale. Continuous investment in systems resilience and cybersecurity helps protect client data while supporting seamless execution and accurate reporting.

Regulatory Oversight and Transparency

Interactive Brokers is regulated by leading authorities worldwide, including the FCA, CBI, SEC, CFTC, and FINRA. This global oversight reinforces a commitment to compliance, transparency, and high standards of conduct.

Execution Quality

IBKR BestX helps advisors pursue price improvement and minimize market impact through intelligent, real-time routing across venues, supporting fiduciary best-execution obligations.

Advisor Account Details

Get Started

Talk to Our Advisor Team

Déclarations

  1. Interactive Brokers Group et ses entités affiliées. Pour plus d'informations, consultez la section Relations investisseurs - Annonces de résultats.
  2. Investing involves risk, including the potential loss of principal. Les performances antérieures ne garantissent pas les résultats à venir. Returns shown are based on aggregate data for Interactive Brokers accounts meeting minimum thresholds as of January 1, 2025 ($50,000 for individual and advisor accounts and $1,000,000 for hedge fund accounts), inclusive of all commissions and charges. Results may vary significantly among clients. Comparisons to the S&P 500 are for informational purposes only.
  3. Selon l'étude comparative des courtiers en ligne réalisée par BrokerChooser en 2025 : Lire l'intégralité de l'article Avis courtier en ligne de février 2025. « Interactive Brokers a de faibles frais de trading et les meilleurs taux de marge du secteur. IB paye actuellement des intérêts (jusqu'à 3,38 % pour USD) pour les soldes en espèces si vous avez un compte de 100k $ (valeur liquidative). »
  4. Tiered rate pricing. For more information, see pricing.
  5. Des restrictions s'appliquent. Voir plus d'informations sur les taux d'intérêts. Taux d'intérêt créditeur au 16 décembre 2025 .