If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more.

Family Office

Family Offices

IBKR's lowest costs1, access to global markets, advanced trading
platform and cash management tools give Family Office Managers
the freedom they need to manage any estate.

Contact our institutional sales team
to learn more.

The IBKR Advantage

  • Borrow at the lowest rates*, manage client spending and investing from a single master account.
  • Cash, Reg-T and Portfolio Margin accounts are available and can be individually margined.
  • The lowest margin rates, with rates starting at 0.75%.*
  • Cash management tools, including online bill pay and the Interactive Brokers Debit Mastercard, are integrated into the Family Office master account.
  • Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account.
  • Access to 135 markets in 33 countries and 23 currencies.
  • Fractional shares let you and your family sub-accounts divide their investments among more stocks to achieve a more diversified portfolio.
  • User access rights let you manage one or more client accounts and grant permission-based access to trading and reporting functionality.
  • Take advantage of Portfolio Check Up and portfolio performance reporting tools to track your family investments from your selected benchmarks.

Lowest Cost*

Our transparent, low commissions and financing rates, support for best price execution, and stock yield enhancement program help minimize costs to maximize your returns.
Low Trading Costs

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

Lowest Financing Costs

We offer the lowest margin loan interest rates of any broker, according to the Barron's 2020 online broker review. Click below to calculate your own sample margin loan interest rate.

Earn Extra Income

Earn extra income on the fully-paid shares of stock held in your account. IBKR borrows your shares to lend to traders who want to short and are willing to pay interest to borrow the shares. Each day shares are on loan you are paid interest while retaining the ability to trade your loaned stock without restrictions.

*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.

Discover a World of Opportunities


Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account. 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.

135

Markets

33

Countries

23

Currencies


Learn More
Map Locations
Local Time: Open Closed

mssage123

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

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.

Portfolio Builder

Create an investment strategy driven by top-tier research and fundamentals data, then back-test and adjust as needed. When historical performance meets your expectations, invest in the strategy and track its performance in your portfolio.

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.

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

$8.2B

Equity Capital*

81.5%

Privately Held*

$6.0B

Excess Regulatory Capital*

876K

Client Accounts*

1.75M

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.

Please note that monthly activity and other minimum fees may apply.


Open a Family Office Account

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at
(202) 371-8300.