Friends and Family
Friends and Family Advisors1
Manage, trade and report on multiple accounts from a single master account.
The IBKR Advantage
- Access to the IB SmartRoutingSM system, which provides $0.47 per 100 shares price improvement vs. the industry.2
- 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 135 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.
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 Lite clients enjoy commissions as low as $0 for US listed stocks and ETFs and the lowest commissions on stocks, options, futures, currencies, bonds and funds from a single integrated account, with no added spreads, ticket charges, platform fees, or account minimums. IBKR Pro clients access the IB SmartRoutingSM system, which provides $0.47 per 100 shares price improvement vs. the industry.
Lowest Financing Costs
We offer the lowest margin loan interest rates of any broker, according to the StockBrokers.com 2021 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
24
Currencies
Learn More
Explore our Global Offering
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.
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 400 fund families and filter funds by country, fund family, transaction fee or fund type.
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.
Seamlessly access Bitcoin, Bitcoin Cash, Ethereum and Litecoin from our advanced trading platforms, with commissions of just 0.12% to 0.18% of trade value.*
*Depending on client monthly volume, with a $1.75 minimum commission per order, but no more than 1% of trade value.
Technology to Help Friends and 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 almost any US stock 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
$9.93B
Equity Capital*
78.0%
Privately Held*
$6.2B
Excess Regulatory Capital*
1.41M
Client Accounts*
2.30M
Daily Avg Revenue Trades*
IBKR Protection
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section by clicking here.
Friends and Family Advisor Account Structure
Friends and 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 Friends & Family 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 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 Friends and Family Group 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. Click here for a list of 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. Minimum deposit is 3000 USD or non-USD equivalent and the monthly activity fee for age 25 or younger applies. 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.
Please note that monthly activity and other minimum fees may apply.
Open a Friends and Family Advisor Account
For information regarding your account, contact Interactive Brokers by clicking here.
For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at
(202) 371-8300.
Looking to open an Individual account instead? Click here.
Disclosures
- Many states have requirements that advisors register if they have any paying clients. Some allow advisors to have a de minimis number of paying clients. The rules vary from state to state. For example, Nevada has informed us that it requires that Nevada-domiciled persons be licensed as Investment Advisors to engage in this program per NRS 90.330. You must review the rules of your state and those of your clients to determine if you need to register.
- Average net benefit is calculated using IHS Markit® price improvement and IBKR monthly execution statistics. For more information see ibkr.com/info.