Aggregators and Acquirers
Operate Multi-Team Firms with Precision and Efficiency
Unify. Scale. Lead.
For firms managing multiple advisors, offices, or acquisitions, control and scale matter. Interactive Brokers provides a unified platform with transparent oversight, integrated trading and reporting, and low costs that protect margins as you grow.
Centralized Control for Multi-Advisor Enterprises
IBKR gives aggregators and acquirers centralized control across trading, billing, and compliance while preserving advisor autonomy and protecting enterprise margins.
Centralized Oversight
Manage multiple advisor teams or entities on one platform with flexible permissions and unified reporting.
Seamless Integration
Simplify onboarding for newly acquired advisors or clients using digital workflows, bulk uploads, and XML-based account setup.
Low-Cost Structure
Scale profitably with IBKR’s transparent pricing. No custodial, platform, or technology fees, plus low commissions and margin rates that protect enterprise margins.
Operational Efficiency
Automate client billing, compliance reporting, and portfolio management across your network.
Enterprise-Level Infrastructure
Rely on robust systems designed to support growth, stability, and continuous innovation.
Built-In Compliance
Risk profiling, digital recordkeeping, and secure login systems support responsible growth.
Enterprise Infrastructure for Advisory Growth
Manage trading, portfolios, onboarding, billing, reporting, and compliance across your advisory enterprise from a single, integrated platform. IBKR helps RIAs operate efficiently, maintain oversight, and keep costs low without adding systems or complexity.
Streamlined Integration for M&A Growth
Onboard acquired advisors and clients quickly and securely using digital workflows, bulk uploads, and XML-based account setup. Transitions are fast, compliant, and supported by institutional onboarding teams.
Automated Oversight and Portfolio Management
Standardize investment strategies and simplify oversight across your enterprise. Model Portfolios, rebalance tools, and PortfolioAnalyst support consistent execution, risk monitoring, and consolidated reporting at scale.
Built-In Compliance and Risk Management
Maintain firm-wide compliance with integrated risk profiling, audit tools, and automated reporting. The RIA Compliance Center supports consistent oversight across advisors, entities, and jurisdictions.
Global Access with Centralized Control
Access 170+ markets worldwide while maintaining centralized operations and cost discipline. Trade through Trader Workstation, IBKR Mobile, and GlobalTrader to deliver global diversification without added complexity.
Consistent Branding Across Your Enterprise
Reinforce your firm’s identity with white-labeled statements, reports, and client websites. Maintain a unified brand experience while leveraging IBKR’s secure infrastructure.
Scale Profitably
Grow without custodial, platform, or technology fees. IBKR’s low commissions and competitive margin rates help aggregators and acquirers protect margins and reinvest in growth.
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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 Account Details
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A custodian that works for you, not against you. Contact our advisor team to see how IBKR can support your practice.