Tech-First Advisors

Power Your RIA with Flexible, Open Technology

Advisors
Tech-First Advisors

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Built to Integrate, Automate, and Scale

Whether you run a hybrid practice or a fully digital advisory model, IBKR lets you connect systems, automate workflows, and manage growth without sacrificing control. Streamline operations, deliver a modern client experience, and expand globally on infrastructure designed for scalable advisory businesses.

Integrate Faster. Scale Smarter.

Tech-driven advisors need infrastructure that integrates cleanly, automates workflows, and scales without friction. IBKR combines flexible integration, global market access, and low-cost execution in one platform, so you can streamline operations, deliver a modern client experience, and grow efficiently without giving up control.

Low Costs That Scale

Preserve profitability with transparent commissions, low margin rates, and high interest on cash.

Automation and Efficiency

APIs, model portfolios, and bulk account management eliminate manual work.

Seamless Client Experience

Secure portals, digital onboarding, and customizable reporting meet modern investor expectations.

Flexible Integration

Open APIs connect with your CRM, portfolio management, and planning tools.

Global Market Access

Trade across 170+ markets and asset classes—including stocks, bonds, ETFs, mutual funds, options, futures, and crypto—from one platform.

Built-In Compliance

Risk profiling, digital recordkeeping, and secure login systems support responsible growth.

One Platform. Less Friction.

Run your entire advisory practice on a single, integrated platform. IBKR combines trading, portfolio management, onboarding, billing, reporting, and compliance so you can grow efficiently while keeping costs low and control high.

Grow Without Adding Cost

No custodial or platform fees, low commissions, and competitive margin rates help preserve firm profitability and client returns.

See How Much You Can Save

Integrate Your Tech Stack

Connect CRM, planning, reporting, and document tools through flexible APIs, Docusign, and bulk data tools without locking into a closed system.

Automated Tools

Automate Operations, Not Relationships

Use bulk updates, model portfolios, automated rebalancing, and APIs to reduce manual work and maintain consistency across accounts.

Client Engagement Tools

Access Global Markets Simply

Trade stocks, ETFs, options, futures, bonds, funds, and cryptocurrencies across 170+ markets from a single account and platform.

Integration Options

Deliver a Modern Client Experience

Advisor Portal and PortfolioAnalyst deliver real-time performance, documents, benchmarking, and interactive dashboards that improve transparency and engagement.

Global Markets

Compliance Built In

Automated risk profiling, compliance reporting, tax tools, and secure login controls help maintain oversight without slowing operations.

Compliance Solutions

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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.

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.

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Disclosures

- INTERACTIVE BROKERS LLC IS A MEMBER OF NFA AND IS SUBJECT TO NFA'S REGULATORY OVERSIGHT AND EXAMINATIONS. HOWEVER, YOU SHOULD BE AWARE THAT NFA DOES NOT HAVE REGULATORY OVERSIGHT AUTHORITY OVER UNDERLYING OR SPOT VIRTUAL CURRENCY PRODUCTS OR TRANSACTIONS OR VIRTUAL CURRENCY EXCHANGES, CUSTODIANS OR MARKETS.
- Trading in digital assets, including cryptocurrencies, is especially risky and is only for individuals with a high risk tolerance and the financial ability to sustain losses. For more information about the risks surrounding the trading of Digital Assets please see the "Disclosure of Risks of Trading Digital Assets".
- IB is not party to any transactions in digital assets and does not custody digital assets on your behalf. All digital asset transactions occur on the Paxos Trust Company ("Paxos") or Zero Hash LLC ("Zero Hash") exchanges. Any positions in digital assets are custodied solely with Paxos or Zero Hash and held in an account in your name outside of IB.
- Digital assets held with Paxos or Zero Hash are not protected by SIPC.
- For more information about eligibility to trade digital assets with Paxos or Zero Hash, please see the FAQ.
- Zero Hash LLC and Zero Hash Liquidity Services LLC are licensed to engage in Virtual Currency Business Activity by the New York State Department of Financial Services.