Account Management

Client Account Management

An intuitive platform for managing your account

Our single login platform is designed with your needs in mind. Setup a quick trade on-the-go, view your portfolio at-a-glance or manage your account settings.

Manage Your Account

Transfer & Pay

Start here to fund your account, transfer funds or positions, setup direct deposit, configure Bill Pay and view your transaction history.

Stay Current

Your dashboard provides a summary of your account balances, portfolio performance, market activity and breaking news.

Advanced Client Support

IBKR uses a combination of advanced Artificial Intelligence and live support to anticipate your needs.

Use the IBot FAQ to receive an immediate response to common questions or chat with our Client Services team.

Analyze Your Portfolio

Portfolio Summary

Measure your portfolio performance with a full allocation breakdown for each account.

PortfolioAnalyst

Consolidate, track and analyze your finances. Combine your IBKR account with your other brokerage, checking, savings, annuity, incentive plan and credit card accounts for a whole-portfolio view of your finances.

Reporting

Quickly generate account activity or performance statements. Use Flex Queries to create sophisticated analyses of your account and quickly generate Risk, TCA and other reports. Supplemental Tax information and reporting is available for your record keeping.

Trade

Create Your Order

Click the Trade Button to open the trade ticket, and place and preview orders. Also search for symbols, select a security type, configure and transmit orders.

Obtain Detailed Quotes

Expand any position to see comprehensive product information on the quote details page.

Find Your Next Trade

Create Watchlists and use the Market Scanner to scan more than 120 markets in 31 countries and 23 currencies and find your next trade.

Client Support and Marketplace

Connect

Use account management to receive account notifications, send secure messages and communicate with Client Services.

Investors' Marketplace

The Investors' Marketplace lets you search for and connect with third-party service providers, including more than:

  • 500 providers of investment services.
  • 300 research providers.
  • 400 technology services firms.
  • 160 administrative services firms.
  • 20 firms offering business development services.

Account Management for Advisors and Brokers

Interactive Brokers clients responsible for many clients of their own get a unique and fully integrated Client Relationship Management tool in their home dashboard.

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Account Services Highlights

ADR Conversions

Customers who hold supported ADRs can convert ADRs into their ordinary shares.

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Corporate Actions

IBKR provides all of the tools you need to understand and participate in corporate actions.

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Create and Redeem ETFs

IBLLC cleared customers now have the ability to create and redeem ETFs through Interactive Brokers. Simply phone in your request and IBKR will facilitate the ETF creation/redemption process with ETF issuers.

more info


CRM for Advisors and Brokers

Manage your customer relationship life cycle in one place at no extra cost.

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Hedge Fund Marketplace

Our fully electronic Hedge Fund Marketplace allows Hedge Funds who use IBKR as their principal Prime Broker to market their Funds to eligible IBKR customers and other participating Hedge Funds.

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IBKR Custody Accounts

Institutions who want to trade through IBKR but are prohibited from depositing margin collateral directly with a broker/dealer can open an IBKR Custody Account.

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IB Universal Account

Interactive Brokers' Universal Account allows you to trade multiple products around the world from a single account.

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Institutional Services

Interactive Brokers gives institutional customers the flexibility to execute and/or clear trades on our platform or with numerous third-party brokers.

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Linked Accounts

Interactive Brokers lets individual account holders link multiple accounts together under a single username and password.

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Partner Referral Program

Our Partner Referral program allows individuals or entities, customers or non-customers to refer clients to IBKR and receive payouts for eligible client referrals.

more info


Portfolio Margin

Portfolio Margin uses a risk-based model that determines margin requirements based on historical volatility by valuing a specific portfolio over a range of underlying price and volatility moves.

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Post Trade Allocations

Quickly allocate U.S. stock and option orders post-trade using IBKR's intuitive web-based Post Trade Allocation tool.

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Prime Broker Services

Our prime brokerage services are built on 38 years of providing innovative technology solutions to our clients.

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Soft Dollars

Interactive Brokers' Soft Dollar Commission Program gives hedge and mutual funds and Professional Advisors the flexibility to offset the costs of purchasing approved research products and services using soft dollars.

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Stock Yield Enhancement Program

Earn extra income on the fully-paid shares of stock held in your account.

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T+1

Buy replacement shares to use against an option assignment to preclude both capital gains and a higher tax liability.

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Tax Reporting

Interactive Brokers provides a variety of useful tools and information for your tax reporting needs.

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Tax Optimizer

Manage your gains and losses for tax purposes.

more info