Introducing Brokers
Prime Broker services to help you efficiently manage your business and serve clients
Contact our institutional sales team to learn more.
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The IBKR Advantage
- A turnkey solution for Prime Brokers covering trading, clearing, reporting, and billing – with no long-term contract required.
- Access powerful trading technology and advanced trading tools to trade stocks, options, futures, currencies, bonds and funds on over 150 markets in 34 countries and 27 currencies.*
- Pre-trade compliance, real-time market-risk management and monitoring provide a comprehensive measure of risk exposure.
- Lower your costs – no ticket charges, no minimums and no technology, software, platform, or reporting fees.
- IBKR BestXTM is a powerful suite of advanced trading technologies designed to help clients achieve best execution and maximize price improvement while minimizing market impact.
- Free client relationship management tools to help you efficiently manage clients.
- Support for global regulatory reporting including FATCA, MiFID II, AML, GDPR and others.
- Market your services in the Investors’ Marketplace.
- Full white branding and custom website creation services.
Flexible Client Management
Our Broker Portal is a powerful client relationship management (CRM) system for brokers.
Integrated Client Management
- Manage the complete client acquisition and relationship lifecycle.
- Use Client Data Queries to generate reports to segment and analyze your client base.
- Quickly and easily consolidate financial information from any financial institution with PortfolioAnalyst, a fully featured portfolio management tool.
Efficient Design
Use simplified workflows, logically grouped menus and user access rights to efficiently manage your relationships from any desktop or mobile device.
Reliable Client Onboarding Processes
IBKR offers multiple options for adding clients and migrating to our platform, including fully- and semielectronic account applications, a mass upload feature and support for customized client account applications using our application XML system.
Manage User Access Rights
Set up enhanced user access and account security by creating one or more Security Officers for the master account and designate up to 250 users by function or account.
Learn About Broker Portal
Flexible Client Billing
Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.
Commission Markups
- Charge clients for services rendered based on a fee-per-trade unit for each asset class, exchange and currency. The trade unit is determined by the unit IBKR uses for its commissions charges and can be on a per share, per contract, or percent of trade value basis.
- Apply client fee schedules to individual accounts or store them in templates.
- Easily maintain different fee schedules for multiple client accounts.
Electronic Invoicing
- Automatically submit client fee invoices.
- Set maximum invoicing amounts or percentage caps.
- Meet your compliance obligations by notifying your clients of advisory fee details.
Interest Markups and Markdowns
- Mark down credit and short proceeds credit interest and mark up debit interest. Markups and markdowns are entered as percentages with 8 fields available for input.
- Charge markups to clients based on IBKR stock borrow rates, entered as a variable or fixed percentage of our borrow rate. You can enter both types of markups and our system will apply the markup rate that results in the larger total amount.
Caps and Limitations
- Client markups by introducing brokers are limited to 15 times IBKR's highest tiered rate plus external fees.
- For US stocks, the highest tiered rate would be USD 0.0035 per share. USD-denominated bonds are subject to a separate cap on markups. US option markups are limited to 10% of trade value.
- Limits are subject to change, and specific products may have an additional limit in place.
- No markups are applied if the client calls IBKR to close a trade.
Learn About Broker Client Markups
Trading Technology to Help Introducing Brokers Succeed
Trading Platforms
Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
Order Types and Algos
100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
API Solutions
Our proprietary API and FIX CTCI solutions let institutions create their own automated, rules-based trading system that takes advantage of our high-speed order routing and broad market depth.
Sophisticated Risk Management
Understand risk vs. returns with real-time market risk management and monitoring that provides a comprehensive measure of risk exposure across multiple asset classes around the world.
Securities Financing
From trade date to settlement date, our Securities Financing solutions provide depth of availability, transparent rates, global reach and automated lending and borrowing tools.
Advanced Trading Tools
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advanced trading tools.
Free Account Tools
Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.
Comprehensive Reporting
Our statements and reports cover real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis, tax optimization and more. And if you need trade surveillance support, we may be able to help.
Professional Pricing – Maximize Your Returns
Commissions start at USD 0 on US listed stocks and ETFs1 with low commissions on other products, and there are no added spreads, ticket charges or account minimums.
Learn About Commissions
Margin rates up to49%lower than the industry.2
Compare Margin Rates
Earn interest rates of up to USD 4.83% on instantly available cash.3
Compare Interest Rates
Earn extra income on your lendable shares.
See Stock Yield Enhancement
- IBKR Lite provides commission-free trades in US exchange-listed stocks and ETFs. For complete information, see ibkr.com/commissions
- For complete information, see our margin rate comparison
- Restrictions apply. See additional information on interest rates. Credit interest rate as of February 2, 2024.
Investors' Marketplace
600+
investment
services
320+
research
services
450+
technology
services
200+
administrative
services
40+
business dev
services
The Investors' Marketplace lets individual traders and investors, institutions and third-party service providers meet and do business together.
Search for and do business with multiple advisors, brokers, and wealth managers. Access dozens of advisor portfolios, including Smart Beta portfolios, offered by Interactive Advisors. Accredited investors and qualified purchasers can search for, research and invest with hedge funds.
- Advertise your services at no cost and reach individual and institutional users worldwide.
- Locate third-party vendors offering API and FIX CTCI solutions.
- Find third-party, institutional-caliber research providers and access research directly through Trader Workstation (TWS).
Find Services
Discover a World of Opportunities
Invest globally in stocks, options, futures, currencies, bonds and funds from asingle 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.
Local Time: Open Closed
mssage123
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 than550fund 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
- Any discussion or mention of an ETF is not to be construed as 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 circ*mstances and, as necessary, seek professional advice.
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
$14.1B
Equity Capital*
74.6%
Privately Held*
$9.7B
Excess Regulatory Capital*
2.56M
Client Accounts*
1.931M
Daily Avg Revenue Trades*
IBKR Protection
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Introducing Broker Account Structure
Account Information
Fully Disclosed Brokers provide their clients with customer service and marketing. Broker clients can electronically trade or the broker may input trades for the client.
Clients open accounts electronically.
Fully Disclosed Brokers can create multiple tier accounts by adding Registered Advisor, Non-Professional Advisor , Proprietary Trading Group Separate Trading Limit (STL) and Multiple Hedge Fund master accounts to their broker account structure. Each Advisor, Proprietary Trading STL and Multiple Hedge Fund master account holder can add client, sub and hedge fund accounts as required.
Brokers can trade for themselves in the Proprietary Account for Broker-Dealers.
All fees, commission and interest owed to the broker are first sent to the broker's Master account and then swept nightly to the Proprietary Account for Broker-Dealers.
Fully Disclosed Broker PDF Guide
Advisors/Brokers Application Guide
Fully Disclosed Broker Account Structure
A master account linked to an individual or organization client accounts.
Open an Introducing Broker Account
Broker accounts at Interactive Brokers give global regulated brokerage companies the means to reduce their operational, brokerage and clearing costs while providing electronic market access worldwide with our professional white branded trading technology.
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.
For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at (202) 371-8300.
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Disclosures
- Available currencies vary by Interactive Brokers affiliate.
- IBKR Lite provides commission-free trades in US exchange-listed stocks and ETFs. For complete information, see ibkr.com/commissions
- Restrictions apply. See additional information on interest rates. Credit interest rate as of February 2, 2024.
- For complete information, see our margin rate comparison
- 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 circ*mstances and, as necessary, seek professional advice.
- Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
