Family Advisor
Family Advisors
Manage, trade and report on multiple accounts from a single master account.
The IBKR Advantage
- Our Stock Yield Enhancement Program lets you earn extra income on the fully-paid shares of stock held in your account.
- Invest in stocks, options, futures, currencies, bonds, funds and more across 150 markets in 33 countries from a single integrated account.
- Powerful trading technology and advanced trading tools help you create and execute your trading strategies with ease from virtually any desktop or mobile device.
- Fractional shares let you divide investments among more stocks to achieve a more diversified portfolio.
- Earn interest of 4.83% on instantly available USD cash balances.*
*Restrictions apply. For additional information see our interest rates. Credit interest rate as of November 6, 2023.
Professional Pricing
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IBKR offers the lowest1 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.*
Learn More About Commissions -
Margin rates up to 49% lower than the industry. 2
Learn More and Compare Margin Rates -
Earn high interest rates of up to USD 4.83% on instantly available cash.3
Learn More and Compare Interest Rates
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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.
Learn More About Best Execution -
Earn extra income on your lendable shares.
Learn More About Stock Yield Enhancement
* For more information, see our disclaimers.
Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.
- Lowest Cost Broker according to StockBrokers.com Online Broker Survey 2023: Read the full article Online Broker Reviews, May 18, 2023. "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."
- View our margin rates for more information.
- Restrictions apply. For additional information, see our interest rates. Credit interest rate as of November 6, 2023 .
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
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.
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 than 550 fund 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 circumstances and, as necessary, seek professional advice.
Technology to Help Family Advisors Succeed
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
100+ 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.
Create and Manage Your Complete Portfolio
Interactive Advisors
An actively managed robo-advisor and pioneer in online investing that offers low-cost, diversified portfolios customized for your needs.
Mutual Fund/ETF Replicator
Identify and invest in lower cost ETFs with similar strategies to higher-fee mutual funds.
Environmental, Social and Governance (ESG)
ESG scores from Refinitiv give you a new set of tools for making investment decisions based on more than just financial factors.
PortfolioAnalyst
Link investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance against benchmarks.
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
$13.3B
Equity Capital*
74.6%
Privately Held*
$9.4B
Excess Regulatory Capital*
2.43M
Client Accounts*
1.91M
Daily Avg Revenue Trades*
IBKR Protection
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Family Advisor Account Structure
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.
Open a Family Advisor Account
For information regarding your account, contact Interactive Brokers.
Looking for a different account type? Visit our website for information about our Individual account.