Wealth Managers
Built for Advanced Wealth Management
Elevate Performance.
Deliver with Precision.
Serving sophisticated, high-net-worth clients requires institutional-grade technology, deep global access, and precise control over execution. IBKR delivers a professional platform for managing complex portfolios while keeping costs low and performance transparent.
Professional Infrastructure for Complex Wealth Strategies
IBKR provides institutional-grade tools, global market access, and precise execution control to support sophisticated client needs. Manage complex, multi-asset portfolios with transparency and efficiency while keeping costs low and operations disciplined.
Institutional-Grade Trading
Execute complex strategies across 170 or more global markets with access to stocks, options, futures, currencies, bonds, and funds.
Advanced Portfolio Management
Leverage PortfolioAnalyst, Model Portfolios, and Custom Indexing to monitor performance, manage risk, and personalize portfolios.
Low-Cost Advantage
Preserve client returns and firm profitability with IBKR’s low commissions, margin rates, and financing costs. There are no custodial or platform fees.
Global Diversification
Provide clients with global opportunities and multi-currency exposure through a single integrated account.
Professional Reporting
Deliver sophisticated, branded client statements and performance reports with PortfolioAnalyst and White Branding solutions.
Built-In Compliance
Risk profiling, digital recordkeeping, and secure login systems support responsible growth.
One Platform. Institutional Control. Lower Costs.
IBKR offers a single, integrated platform to trade globally, manage portfolios, onboard clients, report performance, and meet compliance obligations. Reduce operational overhead while delivering institutional-grade execution, transparency, and value to clients.
Sophisticated Trading and Execution
Deliver institutional-quality execution across global markets. Trade with precision using Trader Workstation, IBKR Mobile, or Advisor Portal. Access advanced order types, algorithms, and real-time market data across more than 170 markets worldwide.
Portfolio Management Without Limits
Manage complex portfolios with consistency and scale. Analyze performance in PortfolioAnalyst, deploy Model Portfolios, apply Custom Indexing for tax or values-based strategies, and automate rebalancing and reporting across accounts.
Global Reach. Precise Execution.
Build globally diversified portfolios from a single account. Trade products across North America, Europe, and Asia in more than 29 currencies. Direct market access and intelligent routing support best execution across venues.
Cost Efficiency That Compounds Over Time
Preserve client returns and firm profitability with transparent pricing. IBKR offers no custodial or platform fees, low commissions, and low margin rates so you can deliver institutional capability without institutional costs.
Professional Reporting, Branded to Your Firm
Deliver clear, credible reporting under your brand. Apply your firm’s logo and messaging to statements, reports, and portals using IBKR White Branding tools to reinforce trust and professionalism.
Built-In Compliance and Oversight
Meet regulatory requirements with less manual work. Integrated risk profiling, compliance workflows, and automated reporting help you maintain oversight while keeping operations efficient.
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. 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 Account Details
Get Started
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.