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Family Office

Family Offices

IBKR's lowest costs1, access to global markets, advanced trading platforms and cash management tools give portfolio managers the freedom they need to manage any family’s assets
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The IBKR Advantage

  • Manage multiple accounts from a single CRM interface, with flexible fee structures including automated administration and dynamic fee management.
  • The lowest margin rates, with rates as low as 5.33%*. Cash, Reg-T and Portfolio Margin accounts that can be individually margined.
  • 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.
  • Invest globally in stocks, options, futures, currencies, bonds, ETFs and more, from a single integrated platform and across 150 markets in 33 countries and 24 currencies.
  • 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 46,000 funds worldwide, including over 18,000 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.
  • Earn extra income by lending fully-paid shares of stock via IBKR’s Stock Yield Enhancement Program.
  • Cash management tools, and online bill pay are integrated into the Family Office master account.

Lowest Costs*

  • IBKR offers the lowest commissions and access to stocks, options, futures, currencies, bonds and funds from a single unified platform. If an exchange provides a rebate, we pass some or all of the savings directly back to you.*

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  • Margin rates up to 60% lower than the industry.1

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  • Earn interest of up to USD 3.33% on uninvested cash.2

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  • IB SmartRoutingSM helps support best execution by searching for the best available prices for stocks, options and combinations across exchanges and dark pools.

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  • Earn extra income on your lendable shares.

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*For more information, click here.

Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.

  1. View our margin rates for more information.
  2. Restrictions apply. For additional information on interest rates, click here. Credit interest rate as of 11/04/2022.

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.

150

Markets

33

Countries

26

Currencies*


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*Available currencies vary by Interactive Brokers affiliate.

Graphic is for illustrative purposes only and should not be relied upon for investment decisions.

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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 Marketplace

The Model Marketplace, which is a repository of model portfolios provided by third-party vendors, helps you spend more time with clients and less time managing client-specific portfolios.

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. 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

$10.9B

Equity Capital*

75.5%

Privately Held*

$7.7B

Excess Regulatory Capital*

2.01M

Client Accounts*

1.92M

Daily Avg Revenue Trades*


IBKR Protection
IBKR Broker You Can Trust

*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section by clicking here.

Family Office Account Structure

Account Structure

A master account linked to multiple client accounts.

Family Office account structure
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. Click here for a list of available countries.


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What You Need

Disclosures

  1. Lowest Cost Broker according to StockBrokers.com Online Broker Survey 2022: Read the full article Online Broker Reviews, January 11, 2022. "Because Interactive Brokers' core clientele are professional traders and institutional investors (e.g., hedge funds), it is crucial to provide the lowest commissions schedule available. In our rigorous assessment, there is no question Interactive Brokers delivers."

  2. Trading in digital assets, including cryptocurrencies, is especially risky and is only for individuals with a high risk tolerance and the financial ability to sustain losses. For more information about the risks surrounding the trading of Digital Assets please see the "Disclosure of Risks of Trading Digital Assets".

    IB is not party to any transactions in digital assets and does not custody digital assets on your behalf. All digital asset transactions occur on the Paxos Trust Company ("Paxos") exchange. Any positions in digital assets are custodied solely with Paxos and held in an account in your name outside of IB.

    Digital assets held with Paxos are not protected by SIPC.