If you are an institution, click below to learn more about our offerings for Proprietary Trading Groups and other Global Market Accounts.

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 33 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 3.33% on uninvested USD cash balances.*

*Restrictions apply. For additional information on interest rates, click here. Credit interest rate as of 11/04/2022.

Low Costs**

  • IBKR offers the lowest commissions and access to stocks, options, futures, currencies, bonds and funds from a single unified platform. If an exchange provides a rebate, we pass some or all of the savings directly back to you.**

    Learn More
  • Learn More

**For more information, click here.

Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.

  1. View our margin rates for more information.
  2. Restrictions apply. For additional information on interest rates, click here. Credit interest rate as of 11/04/2022.

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

33

Countries

26

Currencies*


Learn More

*Available currencies vary by Interactive Brokers affiliate.

Graphic is for illustrative purposes only and should not be relied upon for investment decisions.

Map Locations
Local Time: Open Closed

mssage123

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

Interactive Advisors

An actively managed robo-advisor and pioneer in online investing that offers low-cost, diversified portfolios customized for your needs.

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

$10.9B

Equity Capital*

75.5%

Privately Held*

$7.7B

Excess Regulatory Capital*

2.01M

Client Accounts*

1.92M

Daily Avg Revenue Trades*


IBKR Protection
IBKR Broker You Can Trust

*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section by clicking here.

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. Click here for a list of 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 by clicking here.

Looking to open an Individual account instead? Click here.