Family Office

Family Offices

Family Offices

IBKR's professional pricing, access to global markets and advanced trading platforms give portfolio managers the freedom they need to manage any family’s assets.

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Contact our institutional sales team to learn more.

Sales Contacts

The IBKR Advantage

  • Manage multiple accounts from a single CRM interface, with flexible fee structures including automated administration and dynamic fee management.
  • Manage user access rights for one or more accounts, granting permission-based access to trading and reporting functionality.
  • Allocate block trades across multiple client accounts with a single click, using a variety of criteria and methods.
  • Consolidate, track and analyze family portfolios with PortfolioAnalyst®, which includes multi-custody solutions, advanced reporting, custom benchmarks, risk metrics and more.
  • Directly access stocks, options, futures, currencies, bonds, funds and more across 170 markets in 40 countries from a single unified platform. Fund your account and trade assets in 29 currencies.2
  • Access a vast selection of over 1 million bonds globally via IBKR's Bond Marketplace, with low, transparent commissions and no mark-ups or built-in spreads.
  • Use the Mutual Fund Marketplace to access over 50,000 funds worldwide, including over 20,000 no-transaction-fee funds.
  • The self-service Securities Loan Borrow (SLB) system lets you search for available quantities of shortable securities by symbol, exchange, ISIN or CUSIP number, including borrow rates and more.
  • IBKR's powerful, award-winning trading platforms and advanced tools for managing client assets. Available on desktop, mobile, web and API.
  1. Available currencies vary by Interactive Brokers affiliate.

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 Commissions

For 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 Commissions

Earn interest rates of up to USD 3.13% on instantly available cash.3

Compare Interest Rates
  1. Low trading fees according to BrokerChooser Online Broker Survey 2026: Read the full article Online Broker Reviews, December 2025. "Interactive Brokers has low trading fees and one of the best margin rates in the industry. IB currently pays interest (up to 3.13% for USD) on cash balances if you have a $100k account (net asset value)."

  2. 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.
  3. Restrictions apply. See additional information on interest rates. Credit interest rate as of August 7, 2026.

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.

170

Markets

40

Countries

29

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.

Map Locations
Local Time: Open Closed

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Technology to Help Advisors Succeed

Trading Platforms

Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.

Pre-Trade Allocations

Use IBKR's pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.

Order Types and Algos

100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.

Free Family Office Tools

Spot market opportunities, analyze results, manage your account and make informed decisions with our free tools.

Create Client-Centric Investment Portfolios

Interactive Advisors

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

Model Portfolios

Models allow Advisors to create groupings of financial instruments based on specific investment themes and invest client funds into the Model, rather than taking time to invest in multiple, single instruments.

IBKR Client Risk Profile

Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.

Environmental, Social and Governance (ESG)

ESG scores from Thomson Reuters give you and your clients a new set of tools for making investment decisions based on more than just financial factors.

Integrated Client Management

Use our free CRM to manage the full client management lifecycle, improve client engagement and improve your understanding of client needs.

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 in the broader financial markets. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR from major market events that can threaten the stability of financial institutions.

Member of the

S&P 500

Nasdaq Listed: IBKR

 

$22.3B

Equity Capital*

 

73.5%

Privately Held*

 

$13.9B

Excess Regulatory Capital*

 

5.19M

Client Accounts*

 

4.82M

Daily Avg Revenue Trades*


IBKR Protection
Secure metal vault door

Interactive Brokers Group and its affiliates. For additional information view our Investor Relations - Earnings Release section. The number of client accounts displayed includes all account types across all IBG affiliates as of June 2, 2026.

Family Office Account Structure

Account Structure

A master account linked to multiple client accounts.

Account Information

Manage 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.

Client users can optionally directly fund, view statements and trade.

Automated allocations based on pre-trade defined criteria.

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.


Open a Family Office Account

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What You Need

Disclosures

  1. Available currencies vary by Interactive Brokers affiliate.
  2. Low trading fees according to BrokerChooser Online Broker Survey 2026: Read the full article Online Broker Reviews, December 2025. "Interactive Brokers has low trading fees and one of the best margin rates in the industry. IB currently pays interest (up to 3.13% for USD) on cash balances if you have a $100k account (net asset value)."
  3. Restrictions apply. See additional information on interest rates. Credit interest rate as of August 7, 2026.

  4. 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.
  5. 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.
  6. Interactive Brokers Group and its affiliates. For additional information view our Investor Relations - Earnings Release section. The number of client accounts displayed includes all account types across all IBG affiliates as of June 2, 2026.