Family Advisor
Family Advisors
Manage, trade and report on multiple accounts from a single master account.
The IBKR Advantage
- Our Stock Yield Enhancement Program lets you earn extra income on the fully-paid shares of stock held in your account.
- Invest in stocks, options, futures, currencies, bonds, funds and more across 150 markets in 34 countries from a single integrated account.
- Powerful trading technology and advanced trading tools help you create and execute your trading strategies with ease from virtually any desktop or mobile device.
- Fractional shares let you divide investments among more stocks to achieve a more diversified portfolio.
- Earn interest of up to 4.83% on instantly available USD cash balances.
*Restrictions apply. For additional information, see our interest rates. Credit interest rate as of April 2, 2024.
Professional Pricing – Maximize Your Returns
IBKR offers low trading fees1 and access to stocks, options, futures, bonds and ETFs from a single unified platform. If an exchange provides a rebate, we pass some or all of the savings directly back to you.
Learn About Global Market CommissionsFor Indian Markets: Low commissions ranging from ₹6 to ₹20 per order.2 Zero account opening fees, no minimum activity fees and free DEMAT accounts.
Learn About NSE CommissionsEarn interest rates of up to USD 4.83% on instantly available cash.3
Compare Interest Rates- Low trading fees according to BrokerChooser Online Broker Survey 2023: Read the full article Online Broker Reviews, May 2023. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 4.83% for USD) on cash balances if you have a $100k account (net asset value)."
NSE Commissions:
- NSE trades for Indian residents are calculated as 1 basis point, minimum INR 6 per order and maximum INR 20 per order with the below conditions.
- For stocks, up to INR 10 lakh order value per order, for the portion above INR 10 lakh, you will be charged 0.02% of the incremental value if placed in the same order.
- For futures and options, the above rate is limited to 100 lots in an order. For the portion of order above 100 lots, you will be charged INR 5 per lot if placed in the same order.
- The maximum per order for NRIs trading on the NSE will be INR 150.
- Additional external charges of Securities Transaction Tax, Exchange Charges, Statutory Tax and GST apply, click here for more information.
- NSE trades for Indian residents are calculated as 1 basis point, minimum INR 6 per order and maximum INR 20 per order with the below conditions.
- Restrictions apply. See additional information on interest rates. Credit interest rate as of April 2, 2024.
Discover a World of Opportunities
Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week.
150
Markets
34
Countries
27
Currencies*
Global Markets
Available currencies vary by Interactive Brokers affiliate.
Graphic is for illustrative purposes only and should not be relied upon for investment decisions.
Explore our Global Offering
Bond Marketplace
Interactive Brokers strives to provide the best deal on bonds by passing through to our clients the highest of all bids and lowest of all offers we receive from the electronic venues we access. We do not widen spreads, apply hidden fees or markup quotes.
Mutual Fund Marketplace
The Mutual Fund Marketplace offers an extensive availability of mutual funds from around the world. Use our Mutual Fund Search Tool to search funds from more than 550 fund families and filter funds by country, fund family, transaction fee or fund type.
Short Securities Availability
The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities from within Client Portal.
IBKR GlobalAnalyst
IBKR GlobalAnalyst is designed for investors who are interested in international portfolio diversification. It helps you find new opportunities to diversify your portfolio and discover undervalued companies that may have greater growth potential.
Overnight Trading Hours
Trade select US stocks and ETFs around the clock, five days per week. Access US stocks and ETFs when market-moving news happens and trade during Asian market hours or whenever it is convenient for you.1
1. Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
Technology to Help Family Advisors Succeed
Trading Platforms
Powerful enough for the professional trader but designed for everyone. Available on desktop, mobile and web.
Comprehensive Reporting
Real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis and more.
Order Types and Algos
100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Fractional Trading
Buy or sell any eligible US or European stocks/ETFs using fractional shares, which are stock units that amount to less than one full share, or by placing an order for a specific dollar amount rather than quantity of shares.
Free Trading Tools
Spot market opportunities, analyze results, manage your account and make better decisions with our free trading tools.
API Solutions
Our proprietary API and FIX CTCI solutions let clients create their own automated, rules-based trading system that takes advantage of our high-speed order routing and broad market depth.
Create and Manage Your Complete Portfolio
Mutual Fund/ETF Replicator
Identify and invest in lower cost ETFs with similar strategies to higher-fee mutual funds.
Environmental, Social and Governance (ESG)
ESG scores from Refinitiv give you a new set of tools for making investment decisions based on more than just financial factors.
PortfolioAnalyst
Link investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance against benchmarks.
A Broker You Can Trust
When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.
IBKR
Nasdaq Listed
$14.6B
Equity Capital*
74.6%
Privately Held*
$10.2B
Excess Regulatory Capital*
2.56M
Client Accounts*
2.35M
Daily Avg Revenue Trades*
IBKR Protection
Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Family Advisor Account Structure
Manage 15 or fewer multiple accounts of varying types under a single login, including Individual, Joint, Trust, IRA, UGMA/UTMA, Corporation, Partnership, Limited Liability Company, and Unincorporated Legal Structures.
A master account linked to individual client accounts.
- The master account is used for fee collection and trade allocations (if permitted under relevant law and IBKR policy).
- The advisor can open a single client account for his or her own trading.
Account Information
Only Advisors who are exempt from registration are eligible to open a Family Advisor account. Generally, most jurisdictions require that an advisor have 15 or fewer clients in order to qualify for exemption from registration. Registration requirements can vary among jurisdictions and often allow fewer than 15 clients and/or limited assets under management(AUM). For example, advisors residing in the U.S. may be required to register under either State or Federal law if they meet certain criteria (e.g., total assets under management, number of clients, whether they receive compensation, etc.).
Must be 21 or older to open a margin account, 18 or older to open a cash account.
Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. See all available countries.
Please note that monthly activity and other minimum fees may apply.
Open a Family Advisor Account
For information regarding your account, contact Interactive Brokers.
Looking for a different account type? Visit our website for information about our Individual account.
Disclosures
- Restrictions apply. See additional information on interest rates. Credit interest rate as of April 2, 2024.
- Low trading fees according to BrokerChooser Online Broker Survey 2023: Read the full article Online Broker Reviews, May 2023. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 4.83% for USD) on cash balances if you have a $100k account (net asset value)."
NSE Commissions:
- NSE trades for Indian residents are calculated as 1 basis point, minimum INR 6 per order and maximum INR 20 per order with the below conditions.
- For stocks, up to INR 10 lakh order value per order, for the portion above INR 10 lakh, you will be charged 0.02% of the incremental value if placed in the same order.
- For futures and options, the above rate is limited to 100 lots in an order. For the portion of order above 100 lots, you will be charged INR 5 per lot if placed in the same order.
- The maximum per order for NRIs trading on the NSE will be INR 150.
- Additional external charges of Securities Transaction Tax, Exchange Charges, Statutory Tax and GST apply, click here for more information.
- NSE trades for Indian residents are calculated as 1 basis point, minimum INR 6 per order and maximum INR 20 per order with the below conditions.
- Available currencies vary by Interactive Brokers affiliate.
- Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
- Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.