Custody Solutions

Custody Built for Advisory Success

Advisors
Custody Solutions

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Institutional-Grade Custody.
Everyday Flexibility.

IBKR delivers secure custody designed for fiduciary oversight and real-world cash needs. Protect client assets, meet regulatory expectations, and manage liquidity efficiently through a single platform built to support advisor workflows as your firm grows.

Secure Custody You Can Trust

Client assets are held with institutional-grade safeguards and segregated custody. Transparent reporting gives advisors and clients clear visibility into positions, balances, and activity, supporting trust and compliance.

Earn Competitive Interest on Client Cash

Uninvested cash earns competitive interest with daily accrual and automatic payments. Advisors help clients capture more value from idle balances without added administration.

Flexible Cash Management for Everyday Needs

Clients can access cash through electronic funds transfers and the Karta Visa Infinite US credit card while maintaining full portfolio visibility. Everyday spending and liquidity needs stay connected to the investment account.

Centralized Cash Oversight in Advisor Portal

Advisor Portal brings cash, liquidity, and reporting into one view. Monitor balances, support client activity, and maintain clear documentation with minimal manual effort.

Streamlined Approvals with Docusign

Collect client approvals for cash management and fee billing quickly using digital signatures. Reduce paperwork, speed execution, and maintain audit-ready records without delaying transfers or revenue collection.

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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. 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 4 million client accounts and average daily volumes exceeding 3.5 million trades, Interactive Brokers is one of the world’s largest electronic brokers, supporting advisors and institutions globally with access to more than 170+ markets.

Client Asset Protection

Client assets are held in segregated custody in accordance with regulatory requirements. In the U.S., IBKR is a member of SIPC, providing protection up to $500,000, including $250,000 for cash, with additional coverage through Lloyd’s of London, subject to policy terms.

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 SEC, CFTC, and FINRA. This global oversight reinforces a commitment to compliance, transparency, and high standards of conduct.

Execution Quality

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

Advisor User
Advisor User
Advisor User

Master Account
1. Client
  Account
  1. Client User
  2. Client User
2. Hedge Fund Account
3. Advisor Trading Account
4. Pension Plan Trust Account
5. UGMA/UTMA Account
  1. Custodian
6. Advisor
  1. Advisor User
    
    Client
    Account
    
    Client
    Account
7. Proprietary Trading Group Separate Trading Limit (STL)
  1. Supervisory User
    
    Sub
    Account
    
    Sub
    Account
    
    Sub
    Account
8. Multiple Hedge Fund
  1. Investment Manager
    
    Fund
    Account
    
    Fund
    Account

Account Information

With our global financial advisor account structure, advisors can support clients from over 200 countries and territories with a single, integrated advisor master account.
Advisers should conduct their own research and/or seek legal advice regarding their registration requirements. Advisor registration requirements and the number of clients an advisor can have without registering vary by jurisdiction. For example, advisers in the US must be registered with the SEC if they have more than $100 million AUM or with the state(s) where they operate for (US securities) if they have more than $25 million AUM or a certain number of clients specified by the state (typically 1 or 6), unless you fall under an exemption from registration. Similarly, advisors who hold themselves out to the public for commodities must register with the CFTC and become an NFA member unless you fall under an exemption from registration.
The account can be white branded with an advisor's corporate identity.
Advisor master account holders must be age 21 or older.
Professional Registered Investment Advisors can create multiple tier accounts by adding Advisor, Proprietary Trading Group Separate Trading Limit (“STL") and Multiple Hedge Fund master accounts to their account structure. Each Advisor, Proprietary Trading Group STL and Multiple Hedge Fund master account on the second tier can add client/sub/hedge fund accounts as required. Individual and Joint account holders under an Advisor account structure can add authorized traders to become STL accounts.

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Open a Registered Investment Advisor Account

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.

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