Our turnkey CRM, custody, account management, trading and reporting solution to help you build competitive advantage and efficiently manage your business at lower cost.
At the heart of Broker Portal is an integrated suite of CRM tools for managing the complete client relationship lifecycle.
Use our Digital Account Management tools to manage applications, administer accounts and coordinate account funding.
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 | |||
IBKR GlobalTrader
Mobile
|
||||||
Client Portal
Web
|
||||||
IBKR Mobile
Mobile
|
||||||
Trader Workstation (TWS)*
Desktop
|
||||||
IBKR APIs*
Desktop
|
All platforms are available for broker's clients.
* Platforms available for broker master accounts.
Broker clients can easily trade global stocks, options and ETFs 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.
Brokers use Portal to manage client accounts. Clients use Portal to check quotes and place trades, see account balances, reporting and more.
Broker clients can easily trade and monitor their account on-the-go from an iOS or Android device (tablet or smartphone).
Please note that Clients of Introducing Brokers can download the iOS & Android Mobile Apps, however, Brokers do not have direct access to this tool.
Our flagship desktop platform designed for active traders and investors who trade multiple products and require power and flexibility.
From easy-to-use Excel API to IBKR’s industrial strength FIX API, IBKR offers APIs for every experience level.
Invest globally in stocks, options, futures and more from a single unified platform. Support account funding and trading in multiple currencies, and trade U.S. stocks, Canadian stocks and European stocks in fractions.
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.
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:
Looking for an answer? Browse our extensive inventory of frequently asked questions.
Learn about the tools, markets and technology available to you with our Advisors curriculum. 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.
Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform.
IBKR offers margin rates from USD 5.33% - 6.33%, the lowest margin loan interest rates of any broker, according to the StockBrokers.com Online Broker Survey 2023 Read the full article.
Browse our support page for instructional videos, user guides, release notes and information on connecting with us.