At a Glance

Interactive Brokers’ turnkey services help advisors of all sizes build a competitive advantage and serve clients at lower cost. Our complete and integrated solutions include a free CRM system and PortfolioAnalyst, IBKR’s portfolio management tool, with no contract required. In addition, we provide advisors with transparent, low commissions and financing rates, premium trading technology and access to stocks, options, futures, forex, fixed income and ETFs on over 120 markets in 31 countries.

Learn more at ibkr.com/advisors

Interactive Brokers

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.

Premium Technology

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
    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.

Client Testimonials

“When comparing other RIA custodial platforms to Interactive Brokers, it’s not even a close call using any reasonable metric. Interactive Brokers pays 1.9% on cash balances, charges between 2.71%-3.91% on margin loans, provides access to Smart order routing, does not sell client order flow and offers global reach to 120 markets in 31 countries in 23 currencies, plus has the lowest all-in cost. What’s not to like? What’s surprising to me is that anyone uses any other Broker.”
– Greenwich Wealth Management

“When I researched all of the brokers out there and their costs, to me the choice was clear. Interactive Brokers hands down was the choice for me due to their robust trading platform and extremely low fee structure. Their trading platform is second to none and has everything an advisor could want and then some.”
Freedom Capital Advisors