Low Cost Broker
Our transparent, low commissions and financing rates, and support for best price executions
minimize your costs to help you maximize your returns. Advisors do not need to sign a contract to join the IBKR platform and receive free access to our CRM, PortfolioAnalyst and trading tools.
Global Markets Access
IBKR clients enjoy direct market access to stocks, options, futures, forex, fixed income, and ETFs on over 120 markets from 31 countries from a single account.
Advisors on the IBKR platform have access to powerful client relationship management, trading and portfolio management tools, including:
- Advisor Portal
Advisor Portal is IBKR’s simple yet powerful CRM solution. Advisor Portal is free to use and lets advisors manage the full client acquisition and relationship lifecycle from any desktop or mobile device.
PortfolioAnalyst is an easy-to-use tool that combines an advisor client’s investment, checking, savings, annuity, credit card and incentive plan accounts into a complete portfolio view.
- Trading Tools
Advisors have access to IBKR’s advanced trading technology, including a pre-trade allocation tool for allocating block trades to multiple client accounts with a click of the mouse and a model portfolio tool 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 a single instrument.
- Flexible Client Billing
Advisor Portal supports a number of fee structures, including percent of net liquidation value, blended or flat fees, percent of P&L, performance fee threshold and high-water marking.
- Support for Large or Complex Trades
The IBKR Stock, Bond and Option Trade Desks provide broker-assisted trading when executing large or complex orders and electronic liquidity is insufficient.
- White Branding
The IBKR platform can be branded with your firm’s distinct identity. Apply your branding to statements, reports, client registration and performance attribution reports created by PortfolioAnalyst.
Financial Strength and Stability
Our strong capital position, conservative balance sheet and automated risk controls protect IBKR and our clients from large trading losses. Equity capital for Interactive Brokers Group (IBG LLC) and its affiliates exceeds $7 billion.