Family Advisor

Trading Platforms

Powerful enough for the professional trader but designed for everyone. Available on desktop, mobile and web.

Comprehensive Reporting

Real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis and more.

Order Types and Algos

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

Fractional Trading

Buy or sell any eligible US or European stocks/ETFs using fractional shares, which are stock units that amount to less than one full share, or by placing an order for a specific dollar amount rather than quantity of shares.

Free Trading Tools

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

API Solutions

Our proprietary API and FIX CTCI solutions let clients create their own automated, rules-based trading system that takes advantage of our high-speed order routing and broad market depth.

A master account linked to individual client accounts.

• The master account is used for fee collection and trade allocations (if permitted under relevant law and IBKR policy).
• The advisor can open a single client account for his or her own trading.

Account Information

Only Advisors who are exempt from registration are eligible to open a Family Advisors account. Generally, most jurisdictions require that an advisor have 15 or fewer clients in order to qualify for exemption from registration. Registration requirements can vary among jurisdictions and often allow fewer than 15 clients and/or limited assets under management(AUM). For example, advisors residing in the U.S. may be required to register under either State or Federal law if they meet certain criteria (e.g., total assets under management, number of clients, whether they receive compensation, etc.).

Advisors whose Registered Independent Advisor registrations are pending or who aspire to become RIAs can open a Family Advisor account and then, when their registration is complete, upgrade their account to a Registered Investment Advisor account by entering information about their securities and/or commodities registration on the Advisor Qualifications page in the Advisor Portal.

Must be 21 or older to open a margin account, 18 or older to open a cash account.

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.

A UGMA/UTMA account is intended for a custodian of a minor who is a US resident, and is available as a Cash account only. A UGMA/UTMA account is a single account with a default single user (the custodian), and up to five Power of Attorney users can be added. The minor for whom the account is opened must be a US legal resident and a US citizen.