Broker Welcome Center

Brokers use IBKR’s turnkey solutions for trading, clearing, reporting, and billing – with no long-term contract required.

This page provides information and resources to help you configure and customize your account, onboard and manage clients, configure CRM, fund accounts, subscribe to market data, run reports, trade and more.

Getting Started Configuring Account Client Relations Management Client Applications Account Funding Broker Client Markup Performance & Statements Account Security Configuring Market Data Trade Your Account Other Features Support Resources

Getting Started

Broker Portal is our free and powerful client relationship management (CRM) platform for Brokers. Our web application serves as your one-stop destination to manage clients, check quotes and place trades, see account balances, P&L and key performance metrics, funding, reporting, and more. Portal is always available from the Login button on our website.

User Guide

Learn More Log In

Configuring Your Account

User Access Rights

Once your account is approved and opened, your organization's security officer(s) can create and add users to an account and manage user access to account trading, reporting, funding, and settings, and configure client-specific access.

Creating Users & User Roles Tutorial

White Branding

Learn how to white brand your client statements, registration and other materials with your own organization’s identity, including branding on performance reports created by PortfolioAnalyst.

White Branding for Introducing Brokers Tutorial

Client Relationship Management (CRM)

Client Relationship Management

Broker Portal offers an integrated suite of tools for managing the client acquisition and client relationship management lifecycle:

Dashboard is a single point of access for quickly and easily managing client information.

Manage your contacts for both your prospects and your clients.

Implement flexible fee structures, automate fee administration and invoicing, and setup client fee templates to simplify fee administration.

Adding Contacts in the Broker Portal Tutorial

CRM Tools in the Broker Portal Tutorial

Broker Portal also includes several other features:

Link client accounts under a single username and password.
You can opt to setup your CRM notes and email on Rackspace, a leading managed cloud solution provider.
Use the Account Queries tool to search for accounts or information on accounts, using a variety of criteria such as account type, status, margin type, beneficiary information, etc.
View all client activities, including the complete order history from initiation to execution and its routing sequence, with Enhanced Client Activity Monitor (eCAM).
Broker Client Approval allows the broker’s Compliance team to approve new clients before IBKR does and approve Options permissions.

Monitoring Pending Applications & Broker Client Approval Tutorial

Client Applications

Client Account Applications

IBKR offers multiple options for adding or migrating clients to our platform, including a mass upload feature and support for customized client account applications using our application XML system.

Mass Upload lets you upload multiple client accounts to our system using a single excel workbook.

Brokers can use our application XML system to integrate with their own versions of the IBKR account application.

Send email invitations to prospects to open an account.

Initiating Client Applications Tutorial

Client Account Templates let you use information you have collected about your prospects in the invitation you send them to complete an application. If you want to assist your client with the account application, our Semi-Electronic application allows Brokers to complete applications electronically on behalf of clients.

Client Account Templates for Brokers Tutorial

Account Funding

Client Account Funding

The Transfer & Pay menu in Broker Portal provides resources to let you transfer funds, transfer positions, check transaction status and history, submit withdrawals for both your master account and for your client accounts.

Our website provides an overview of funding methods available to clients.

Deposit Funds via Bank Wire at IBKR Tutorial

Broker Client Markups

Broker Client Markups allow Brokers to create a commission markup schedule so all client trades generate additional revenue for the Broker.

Introduction to Broker Client Fees

Interest Rate Markups Tutorial

Broker Commission Markups Tutorial

Invoicing for Introducing Brokers Tutorial

Performance & Statements

The Performance & Statements menu in Broker Portal provides access to PortfolioAnalyst^®, standard Statements, Flex Queries, Tax Documents, a suite of Broker specific reports and more.

Reporting Tools for Introducing Brokers Tutorial

IB provides a variety of highly customized reports in various formats which can be accessed from Portal > Performance Reports. In addition to these reports, we also provide Introducing Brokers with the following Broker Exception Reports:

Transaction & Transfer Reports

Incoming Stock Transfer Report

A list of any securities transfers that were transferred into a client account from an external source.
Small and Micro-Cap Trade Blotter

A list of trades done by IBroker client accounts where the share price was less than USD 5.00.
Cashier Transaction Blotter

A list of deposits and withdrawals for the IBroker client accounts.
Foreign Bank Certification Review Report

A list of any client accounts that have declared themselves to be foreign banks.

Compliance & Risk Management Reports

OFAC and World Check Reports

This includes checks against the global sources from OFAC and World Check, as well as OFAC and World Check Reports that have occurred and were processed in the last 21 days for each open cleared sub account of the IBroker master account.
Politically Exposed Clients

These reports show any sub accounts of the IBroker master account that are marked as PEP as determined by Compliance. Typically, if an account has an OFAC or World Check positive match for a PEP, Compliance will mark the account as such.

Client Account & Information Reports

Customer Information Change Report

A list of all informational changes the clients of an IBroker made on the previous day, including address changes.
Account Information and CIP Opening Document Reports

The account information reports are accounts generated for any newly approved client of the IBroker that have been approved between the previous trading day and the day the report is run for. They do not cover existing client accounts that were approved before the IBroker signed up for the FINRA 4311 reports. Reports include information such as name, address, org info, etc. They include the basic account information, the entities on the account, TWS users with associated entities, and World Check/Equifax Checks if applicable. Opening CIP documents used for AML purposes are provided on the same schedule as the account information reports. These CIP documents if required for an account, may include copies of a driver’s license, passport, utility bills etc.

Account Security

We are committed to protecting accounts from fraudulent practices. Brokers need to be authenticated with our Digital Security Card+.

Think Before You Click

Scammers have recently increased phishing attempts by impersonating Interactive Brokers, targeting both introducing brokers and individual clients with urgent requests to update tax, compliance, or other sensitive information. These messages, often sent via email or SMS, include links to fake websites designed to look like the IBKR site. Once clients enter their credentials, scammers use them to access accounts, sometimes engaging in trading-related scams such as manipulating thinly-traded stocks. Introducing brokers are also at risk if employees mistakenly enter master credentials, which could compromise client accounts.

To protect yourself and your clients:

Always check the domain name in your browser to confirm it is the official IBKR site
Access your account only from the Log In button on the IBKR website
Report any abnormal activity in client accounts to IBKR immediately

iOS Tutorial:

Please note that Clients of Introducing Brokers can download the iOS Mobile App, however, Brokers do not have direct access to this tool.

IBKR Mobile authentication (IB Key) - Two-Factor Authentication - iPhone© Tutorial

Android Tutorial:

Please note that Clients of Introducing Brokers can download the Android Mobile App, however, Brokers do not have direct access to this tool.

IBKR Mobile authentication (IB Key) – Two-Factor Authentication – Android® Tutorial

Configuring Market Data

Market Data

Use the Settings menu in Broker Portal to manage your market data, research and news subscriptions. We provide real-time streaming market data for free or at the price we are charged by the exchange and offer access to dozens of free and premium market research and news providers.

Market Data Tutorial

Trade Your Account

Trading Platforms

A username and password provides access to our award-winning platforms that are powerful enough for professionals, but designed for everyone.

Trading Platforms by Trading Experience
Trading Platforms by Trading Experience	Beginner	Intermediate	Advanced
Client Portal Web
IBKR Mobile Mobile
Trader Workstation (TWS)* Desktop
IBKR GlobalTrader Mobile
IBKR APIs* Desktop

All platforms are available for broker's clients.

* Platforms available for broker master accounts.

Client Portal

Brokers use Client Portal to manage client accounts. Clients use Client Portal to check quotes and place trades, see account balances, reporting and more.

IBKR's Client Portal Account Features

Watch Video

IBKR Mobile

Broker clients can easily trade and monitor their account on-the-go from an iOS or Android device (tablet or smartphone).

iOS:

Getting Started with IBKR Mobile on the iPhone® Tutorial

Android:

Getting Started with IBKR Mobile on the Android^© Tutorial

Trader Workstation (TWS)

Our flagship desktop platform designed for active traders and investors who trade multiple products and require power and flexibility.

Navigating the TWS Advisor Setup Window Tutorial

Demos Download Software

IBKR GlobalTrader

Broker clients can easily trade global stocks, options , mutual funds, ETFs and crypto from a simplified interface from a mobile device.

Please note that Clients of Introducing Brokers can download the iOS & Android Mobile Apps, however, Brokers do not have direct access to this tool.

View Course

Using the GlobalTrader App Tutorial

Download Software

IBKR APIs

From easy-to-use Excel API to IBKR’s industrial strength FIX API, IBKR offers APIs for every experience level.

Introduction to the TWS Excel API & Initial Setup Tutorial

Watch Video

Other Features

Account Window

A configurable window in TWS for monitoring every aspect of your account activity.

Monitoring Positions and the Account Window Tutorial

Monitor Positions

The Monitor panel on the TWS houses your watch lists and your Portfolio page so you can quickly access a real-time view of your positions, P&L, liquidity, margin requirements, etc.

Monitoring Positions and the Account Window Tutorial

Block Allocations

Use our Order Allocation Tool to transform and streamline the creation, execution and allocation of group orders. Develop and deploy investment strategies in minutes across multiple client accounts with a single order, to capture opportunities in volatile markets. Alternatively, you can create Allocation Groups to allocate trades to groups of accounts based on shares, percentages, ratios.

TWS Allocation Order Tool Tutorial

Rebalance Portfolio

Use the TWS Rebalance window to rebalance your portfolio based on the target percentages you enter.

Rebalance Portfolio for Advisors Tutorial

Paper Trading Account

Use the full range of trading facilities in a simulated environment using real market conditions.

Signing up for a Paper Trading Account Tutorial

Investors' Marketplace

The Investors' Marketplace lets brokers advertise their services to IBKR clients and connect with third party suppliers of technology, research, consulting and investment services. Our website provides an overview of funding methods available to clients.

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PortfolioAnalyst

Use Portal to access PortfolioAnalyst, a comprehensive portfolio management tool that helps you quickly and easily consolidate clients' financial information from any financial institution to gain a complete portfolio view, including assets held-away.

PortfolioAnalyst Overview

For information on other features, including Trade in Fractions, IBKR GlobalAnalyst, the Bonds Marketplace and Mutual Fund Marketplace, visit our Features in Focus webpage.

View All Features in Focus

Support Resources

Frequently Asked Questions

Looking for an answer? Browse our extensive inventory of frequently asked questions.

IBKR Campus

Learn about the tools, markets and technology available to you as a broker on the IBKR Platform. Stay on top of market events at Traders Insight, learn about programming at the Quant Blog, subscribe to our Podcast channel for interviews and audio articles covering the world of finance, or sign up for a complimentary webinar.

Broker Welcome Center