Institutional Services
Institutional Trading, Clearing and Custody Solutions
Choose the execution, clearing and custody model that best fits your firm's operational requirements.
Interactive Brokers provides institutional clients with flexible infrastructure for trade execution, clearing and custody. Whether your firm operates entirely through IBKR or maintains relationships with other brokers and clearing firms, our institutional services support a wide range of operating models.
Which Service Model Fits Your Firm?
| If Your Firm Needs to... | Service Model |
|---|---|
| Simplify operations by executing, clearing and custodying with a single provider | IBClear |
| Maintain multiple execution relationships while consolidating clearing and custody | IBPrime |
| Improve execution while maintaining existing clearing relationships | IBExecution |
Each service model provides access to Interactive Brokers' global trading infrastructure while supporting different operational requirements.
IBClear
Integrated Execution, Clearing and Custody
By consolidating execution, clearing and custody with IBKR, firms can simplify operational workflows, centralize risk management and reduce reconciliation overhead. This operating model is designed for institutions seeking operational efficiency, integrated oversight and streamlined trade processing.
Key capabilities include:
- Access to 170 markets globally
- Trading and funding capabilities across 29 currencies*
- Stocks, options, futures, currencies, bonds and funds from a single account
- IB SmartRoutingSM technology
- Advanced trading tools, order types and algorithms
- Pre-trade compliance and real-time risk management
- IB Risk NavigatorSM portfolio risk analytics
- Real-time electronic short inventory access
- OMS integration and customizable reporting
- Competitive financing rates and interest on uninvested cash balances.
IBPrime
Multi-Broker Execution with Consolidated Clearing
By consolidating clearing and custody with IBKR while preserving multiple execution relationships, firms can reduce operational fragmentation, centralize risk oversight and maintain flexibility across trading counterparties. This operating model is designed for institutions that require execution flexibility without sacrificing operational control.
Additional capabilities include:
- Support for multiple execution relationships
- Flexible trade notification and reporting formats
- Real-time portfolio margining following trade notification
- Consolidated clearing and custody across multiple brokers
- Access to all IBClear capabilities.
IBExecution
Advanced Execution with Third-Party Clearing
By leveraging IBKR's execution technology without changing existing clearing infrastructure, firms can improve execution capabilities while avoiding operational disruption. This operating model is designed for institutions that want to modernize selectively while preserving existing clearing relationships.
Key capabilities include:
- Advanced execution technology and market access
- Value at Risk (VaR)-based credit management
- Give-up support for stocks
- Pre-trade and post-trade allocation functionality
- FIX connectivity and end-of-day reporting
Shared Institutional Infrastructure
All institutional service models leverage Interactive Brokers' global trading, technology and risk management infrastructure, helping firms access global markets, manage risk in real time and support scalable trading operations.
Core capabilities include:
- Global market access across 170 markets in 40 countries
- Real-time risk monitoring and automated margin controls
- Advanced execution technology and IB SmartRoutingSM
- Flexible reporting, connectivity and integration options
- Institutional-grade operational infrastructure
Speak with an Institutional Sales Specialist
Discuss your firm's execution, clearing and custody requirements with an Interactive Brokers institutional sales specialist.
*Available currencies vary by Interactive Brokers affiliate.