Brokers use IBKR’s turnkey solutions for trading, clearing, reporting, and billing – with no long-term contract required.
This page provides information and resources to help you configure and customize your account, onboard and manage clients, configure CRM, fund accounts, subscribe to market data, run reports, trade and more.
Broker Portal is our free and powerful client relationship management (CRM) platform for Brokers. Our web application serves as your one-stop destination to manage clients, check quotes and place trades, see account balances, P&L and key performance metrics, funding, reporting, and more. Portal is always available from the Login button on our website.
Once your account is approved and opened, your organization's security officer(s) can create and add users to an account and manage user access to account trading, reporting, funding, and settings, and configure client-specific access.
Learn how to white brand your client statements, registration and other materials with your own organization’s identity, including branding on performance reports created by PortfolioAnalyst.
Broker Portal offers an integrated suite of tools for managing the client acquisition and client relationship management lifecycle:
IBKR offers multiple options for adding or migrating clients to our platform, including a mass upload feature and support for customized client account applications using our application XML system.
The Transfer & Pay menu in Broker Portal provides resources to let you transfer funds, transfer positions, check transaction status and history, submit withdrawals for both your master account and for your client accounts.
Our website provides an overview of funding methods available to clients.
Broker Client Markups allow Brokers to create a commission markup schedule so all client trades generate additional revenue for the Broker.
Introduction to Broker Client Fees
Broker Commission Markups
Interest Rate Markups
Invoicing
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:
We are committed to protecting accounts from fraudulent practices. Brokers need to be authenticated with our Digital Security Card+.
Please note that Clients of Introducing Brokers can download the iOS Mobile App, however, Brokers do not have direct access to this tool.
Please note that Clients of Introducing Brokers can download the Android Mobile App, however, Brokers do not have direct access to this tool.
Use the Settings menu in Broker Portal to manage your market data, research and news subscriptions. We provide real-time streaming market data for free or at the price we are charged by the exchange and offer access to dozens of free and premium market research and news providers.
A username and password provides access to our award-winning platforms that are powerful enough for professionals, but designed for everyone.
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Trading Platforms by Trading Experience | Beginner | Intermediate | Advanced | |||
IBKR GlobalTrader
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IBKR Mobile
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Trader Workstation (TWS)*
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IBKR APIs*
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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.
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.
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).
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.
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.
From easy-to-use Excel API to IBKR’s industrial strength FIX API, IBKR offers APIs for every experience level.
A configurable window in TWS for monitoring every aspect of your account activity.
The Monitor panel on the TWS houses your watch lists and your Portfolio page so you can quickly access a real-time view of your positions, P&L, liquidity, margin requirements, etc.
Use the TWS Rebalance window to rebalance your portfolio based on the target percentages you enter.
Use the full range of trading facilities in a simulated environment using real market conditions.
The Investors’ Marketplace lets brokers advertise their services to IBKR clients and connect with third party suppliers of technology, research, consulting and investment services. Our website provides an overview of funding methods available to clients.
Use Portal to access PortfolioAnalyst, a comprehensive portfolio management tool that helps you quickly and easily consolidate clients’ financial information from any financial institution to gain a complete portfolio view, including assets held-away.
For information on other features, including Trade in Fractions, IBKR GlobalAnalyst, the Bonds Marketplace and Mutual Fund Marketplace, visit our Features in Focus webpage.
View All Features in FocusLooking for an answer? Browse our extensive inventory of frequently asked questions.
Learn about the tools, markets and technology available to you as a broker on the IBKR Platform. 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 6.33% - 7.33%, 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.