Trading Technology

Professional Trading Technology Built for Advisors

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Trading Technology

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Institutional Execution. Global Reach. One Platform.

Deliver institutional-quality execution, trade across 170+ global markets, and manage every client portfolio from a single, integrated platform. IBKR equips RIAs with professional trading tools, transparent pricing, and global access designed to scale your practice and improve client outcomes.

Trading Solutions

Trade Globally with Precision and Control

Execute global strategies efficiently using a full suite of professional trading platforms, from advanced desktop trading to mobile access and API integration. Manage portfolios, allocate trades, and oversee client activity with precision across every account.

Trader Workstation (TWS)

Advanced desktop trading with options strategy tools, risk analytics, and global market data.

Advisor Portal

Web-based access to trading, reporting, and client management in one interface.

IBKR Mobile

Monitor accounts and trade global markets from anywhere.

IBKR GlobalTrader

Simplified global equity and ETF trading for advisors and clients.

IBKR API

Automate trading workflows or integrate IBKR directly into third-party systems.

Execution Tools That Support Best Outcomes

Achieve consistent execution and operational efficiency with advanced order types, algorithms, and allocation tools designed to support best-execution obligations and complex advisory workflows.

IBKR BestX^SM

Intelligent routing and execution analytics designed to improve price execution and minimize market impact.

Advanced Order Types and Algos

Execute complex strategies efficiently while managing risk and liquidity.

Pre-Trade Allocations

Allocate block trades across multiple accounts in a single step.

Post-Trade Allocation Tools

Assign and adjust trades across accounts with full transparency into pricing and allocations.

Rebalance Tool

Generate and execute orders to realign portfolios to models or target allocations at scale.

Short Securities Availability Tool

View real-time stock loan availability and indicative borrow rates.

Tax Tools

Optimize after-tax outcomes with tax-loss harvesting, planning tools, and detailed reporting.

Access Opportunities Anywhere, Anytime.

Trade and manage diversified portfolios across 170+ markets worldwide without adding custodians or systems. Fund and trade in up to 29 currencies while maintaining low commissions and competitive margin rates.

Global Market Access

Trade stocks, options, futures, currencies, bonds, and funds from a single platform.

Trade and Fund in 29 Currencies

Reduce conversion costs and manage global portfolios efficiently across 29 currencies.

Bond Marketplace

Access over one million bonds with transparent pricing and no markups, including U.S. Treasuries traded nearly 24 hours.

Mutual Fund Marketplace

Search and trade funds from over 500 fund families worldwide.

Extended Trading Hours

Respond to market events with near round-the-clock access to key global products.

Research and Analytics That Inform Better Decisions

Turn global data into actionable insight with advanced analytics, portfolio benchmarking, and institutional-grade research tools that strengthen decision-making and client communication.

IBKR GlobalAnalyst

Identify global investment opportunities using comparative valuation and screening tools.

Stock and ETF Benchmarker

Measure portfolio performance against benchmarks and identify drivers of returns.

Free and Premium Research

Access research and news from over 100 global providers.

AI Commentary Generator

Automatically generate client-ready performance summaries and market commentary.

Professional Pricing That Improves Net Returns

Reduce structural costs with low commissions, transparent pricing, and competitive financing rates designed to improve client outcomes and reinforce fiduciary value.

Low Commissions

Trade across global markets with transparent, cost-efficient pricing.

Low Margin Rates

Margin rates up to 55% lower than industry averages support portfolio flexibility.

Interest on Uninvested Cash

Earn competitive interest on uninvested cash to enhance portfolio efficiency.

Stock Yield Enhancement Program

Generate additional income by lending fully paid shares while maintaining control.

Built-In Compliance, Security, and Stability

Operate with confidence using IBKR’s integrated compliance tools, enterprise-grade security, and long-standing financial strength.

Pre-Trade Compliance

Automate controls to support regulatory requirements and reduce operational risk.

Enterprise-Grade Security

Multi-factor authentication protects account access across all devices.

Strength You Can Rely On

IBKR’s conservative balance sheet, automated risk controls, and SIPC protection help safeguard client assets through market cycles.

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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. Added to the S&P 500 in August 2025 and 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 5 million client accounts and average daily volumes exceeding 4 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 advisors 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

Talk to Our Advisor Team

A custodian that works for you, not against you. Contact our advisor team to see how IBKR can support your practice.

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Disclosures

For complete information, see our margin rate comparison.