Precision Tools

Portfolio Tools That Drive Better Client Outcomes

Advisors
Precision Tools

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Build and Scale Portfolio Strategies with Precision

IBKR equips advisors with consolidated reporting, model portfolios, automated rebalancing, custom indexing, and ESG tools to improve decision-making and maintain alignment with client goals at scale.

Portfolio Tools

Customized Portfolios Aligned with Client Goals

Deliver tailored portfolios with precision and scale using custom indexing, model portfolios, ESG integration and goal tracking, all designed to align with each client's objectives and simplify execution across accounts.

Custom Indexing

Design tailored equity portfolios aligned with each client's objectives.

Model Portfolios

Save time and improve efficiency by grouping investments into customizable strategies that can be managed and traded across multiple client accounts in a single step.

Model Marketplace

Quickly build or customize research-driven investment models from leading providers, helping streamline portfolio design, save time, and deliver tailored strategies for every client.

Retirement Plan Administration

Your clients can link their Employee Plan Administrator and SIMPLE IRA accounts to your IBKR Advisor account for professional management of retirement plans.

Monitor Performance with Precision

Make better-informed decisions with powerful reporting and real-time performance insights.

PortfolioAnalyst

Consolidate client accounts, track performance in real time and show clear attribution so you always know what's driving returns.

Flex Queries & Custom Statements

Generate tailored data extracts and reports to meet client or compliance needs.

Transaction Cost Analysis (TCA)

Measure trade execution quality and uncover ways to lower trading costs.

Risk Navigator

Analyze exposures across asset classes and simulate portfolio risk with real-time analytics.

AI Commentary Generator

Save hours of manual research by automatically producing clear, source-cited client reports that summarize portfolio performance and relevant market news in seconds.

Scaled Trading That Works as Fast as You Do

Reduce operational drag and deliver consistent, timely execution across every client portfolio.

Rebalance Tool

Realign portfolios with target allocations through a rules-based engine that automates calculations and reduces manual errors, saving significant time during model updates.

Allocation Order Tool

Streamline portfolio management by creating, executing, and allocating group orders in minutes to capture opportunities and optimize client outcomes.

Post-Trade Allocations

Handle post-trade allocations in one place with flexible templates, bulk uploads, and clear controls that speed your workflow and reduce errors.

Tax Tools

Manage taxes efficiently with tools like Tax Optimizer, Tax Planner, and Tax Loss Harvesting to minimize liabilities and keep more gains working. Advisors also benefit from easy access to tax forms, detailed reporting, and free education resources that simplify compliance and improve client outcomes.

Goal Alignment and ESG Integration

Deliver portfolios that reflect client values and long-term objectives.

Goal Tracker

Set and monitor progress toward individual client goals with dynamic projections and reporting.

IBKR Client Risk Profile

Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.

Impact Dashboard (ESG)

Use the Impact Dashboard to identify and invest in companies that share the values held by your clients.

Environmental, Social and Governance (ESG)

ESG scores from Refinitiv give you and your clients a new set of tools for making investment decisions based on more than just financial factors.

ESG Impact Profile

Use the ESG Impact Profile to understand client preferences related to socially responsible and impact investing.

Contact Institutional Sales

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Built on Strength.
Designed for Advisors.

Your firm depends on a custodian that protects client assets and supports operational scale. Interactive Brokers combines financial strength, global reach, and professional-grade technology to help advisors operate with confidence.

Financial Strength and Stability

Interactive Brokers Group brings over four decades of experience and strong equity capital. Publicly traded on Nasdaq (ticker: IBKR), the firm operates with audited transparency, a conservative balance sheet, and disciplined risk management designed to withstand market stress.

Global Scale with Trusted Reach

With more than 4 million client accounts and average daily volumes exceeding 3.5 million trades, Interactive Brokers is one of the world’s largest electronic brokers, supporting advisors and institutions globally with access to more than 170+ markets.

Client Asset Protection

Client assets are held in segregated custody in accordance with regulatory requirements. In the U.S., IBKR is a member of SIPC, providing protection up to $500,000, including $250,000 for cash, with additional coverage through Lloyd’s of London, subject to policy terms.

Professional Technology and Reliability

IBKR’s infrastructure is built for advisors who require speed, reliability, and scale. Continuous investment in systems resilience and cybersecurity helps protect client data while supporting seamless execution and accurate reporting.

Regulatory Oversight and Transparency

Interactive Brokers is regulated by leading authorities worldwide, including the SEC, CFTC, and FINRA. This global oversight reinforces a commitment to compliance, transparency, and high standards of conduct.

Execution Quality

IBKR BestX helps RIAs pursue price improvement and minimize market impact through intelligent, real-time routing across venues, supporting fiduciary best-execution obligations.

Advisor User
Advisor User
Advisor User

Master Account
1. Client
  Account
  1. Client User
  2. Client User
2. Hedge Fund Account
3. Advisor Trading Account
4. Pension Plan Trust Account
5. UGMA/UTMA Account
  1. Custodian
6. Advisor
  1. Advisor User
    
    Client
    Account
    
    Client
    Account
7. Proprietary Trading Group Separate Trading Limit (STL)
  1. Supervisory User
    
    Sub
    Account
    
    Sub
    Account
    
    Sub
    Account
8. Multiple Hedge Fund
  1. Investment Manager
    
    Fund
    Account
    
    Fund
    Account

Account Information

With our global financial advisor account structure, advisors can support clients from over 200 countries and territories with a single, integrated advisor master account.
Advisers should conduct their own research and/or seek legal advice regarding their registration requirements. Advisor registration requirements and the number of clients an advisor can have without registering vary by jurisdiction. For example, advisers in the US must be registered with the SEC if they have more than $100 million AUM or with the state(s) where they operate for (US securities) if they have more than $25 million AUM or a certain number of clients specified by the state (typically 1 or 6), unless you fall under an exemption from registration. Similarly, advisors who hold themselves out to the public for commodities must register with the CFTC and become an NFA member unless you fall under an exemption from registration.
The account can be white branded with an advisor's corporate identity.
Advisor master account holders must be age 21 or older.
Professional Registered Investment Advisors can create multiple tier accounts by adding Advisor, Proprietary Trading Group Separate Trading Limit (“STL") and Multiple Hedge Fund master accounts to their account structure. Each Advisor, Proprietary Trading Group STL and Multiple Hedge Fund master account on the second tier can add client/sub/hedge fund accounts as required. Individual and Joint account holders under an Advisor account structure can add authorized traders to become STL accounts.

Get Started

Open a Registered Investment Advisor Account

Our Advisor accounts let Professional Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs) execute and allocate trades among multiple clients from a single order management interface.

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