Advisor Portal
Advisor Portal
Our turnkey CRM, custody, account management, trading and reporting solution to help you build competitive advantage and efficiently manage your business at lower cost.
The Interactive Brokers Advantage for Registered Investment Advisors
- Integrated suite of advanced CRM tools for managing the client acquisition and relationship lifecycle, including a Commentary Generator that uses generative AI to create customized, client-specific reports and Portfolio View, which lets you view aggregate client performance and drill down by individual positions or accounts.
- Access a full suite of powerful trading tools within Advisor Portal, including our Allocation Order tool for distributing trades across multiple accounts, Rebalance tool for adjusting multiple positions across multiple accounts and Models, which enable you to manage and invest clients in different portfolio strategies at scale.
- Use our Tax Loss Harvesting tool to scan advisor client accounts for harvesting opportunities in accordance with US tax laws.
- Powerful, award-winning trading platforms for trading stocks, options, futures, currencies, bonds, funds and more, on over 150 markets from a single unified master account, and trading cryptocurrencies from the same platform
- Digital Account Management tools to administer accounts and coordinate funding, plus automated and flexible client billing
- PortfolioAnalyst®, a tool to consolidate your clients' entire portfolios
Client Relationship Management (CRM)
At the heart of Advisor Portal is an integrated suite of CRM tools for managing the complete client relationship lifecycle.
- Drive client engagement via emails, notes, agendas, calendars and more, including account-opening invitations to prospects.
- Store, view and update information about all your contacts, both clients and prospects.
- Set fee structures and use templates to automate and simplify administration, invoicing and queries.
- Consolidate client financial information from any institution alongside IBKR accounts.
- Place your logo on statements, performance reports, communications and more, with links to your website.
- Use PortfolioAnalyst®, a full-featured portfolio management tool, to quickly and easily consolidate financial information, run powerful analytics, allocate ETF and fund holdings by multiple segmentation strategies, run custom reports and more.
Client Onboarding
and Account Management
Use our Digital Account Management tools to manage applications, administer accounts and coordinate account funding.
- Choose among multiple options for adding and migrating clients to IBKR, including a mass upload feature and support for customized client applications.
- Use the information you have about prospects in email invitations to complete applications on their behalf.
- Advisors can create one or more account applications for a client and use DocuSign to send everything for each account to the client on one package with all documentation for the client to sign electronically.
- Link client accounts under a single username and password, and delegate user access rights by function and client account.
- Work with clients to establish risk tolerances and recommend suitable investments.
- Establish and implement client preferences related to socially responsible investing.
- Transfer funds and positions, check transaction status and history, and submit withdrawals for both master and client accounts.
- Protect client accounts with our Secure Login System's Two-Factor Authentication (2FA) as an extra layer of security.
Advisor Trading Platforms
Trader Workstation (TWS)
Our flagship desktop platform for trading multiple products with power and flexibility, TWS incorporates a number of advisor-specific features designed to streamline trading and position management.
IBKR Mobile
Easily trade and monitor your IBKR account on-the-go from your iOS or Android device (tablet or smartphone).
IBKR GlobalTrader
Easily trade global stocks, options , mutual funds, ETFs and crypto from your iOS or Android device (tablet or smartphone).
IBKR API
From our easy-to-use Excel API to our industrial strength FIX API, we offer something for every experience level. Our TWS API is well-supported with numerous examples to help you get started.
Advanced Investment and Portfolio Tools
Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform.
Support account funding and trading in multiple currencies, and trade U.S. and European stocks in fractions.
- Project the hypothetical performance of client portfolios and monitor the likelihood of achieving goals.
- Create proprietary indices and use our Stock/ETF Benchmarker report to quickly understand risks and returns.
- Scan for bonds and mutual funds in investment marketplaces.
- Access streaming market data at no charge (or just pass-through exchange fees), integrate dozens of free and premium market research and news providers, and offset pre-research costs with soft dollars.
- Monitor client positions, rebalance portfolios both individually and with block allocations, create and implement your own model portfolios or choose from a marketplace of third-party models.
- Track all client activities, including order history and routing sequence
- View aggregate client performance and drill down to individual positions or accounts with Portfolio View. Advisors can also view values in the native currency of the security, client account or their master account base currency.
- Use our Allocation Order tool to trade with efficiency and precision. Distribute a single stock order across multiple accounts, create custom algorithms or use one of 14 preset allocation algorithms.
- The Rebalance tool makes it easy to adjust multiple positions across multiple accounts using target allocation percentages.
- Scan client accounts for harvesting opportunities with the Tax Loss Harvesting tool. Search for losses at the entire position level, lot level, and within short- or long-term capital losses, in accordance with US tax laws.
- US-based financial advisors can easily create custom portfolio performance reports and market commentary with the AI Commentary Generator. The AI Commentary Generator is integrated with PortfolioAnalyst and supplements your efforts with client portfolio performance reporting, market updates and ticker-specific news.
Support Resources
Frequently Asked Questions
Looking for an answer? Browse our extensive inventory of frequently asked questions.
IBKR Campus
Learn about the tools, markets and technology available to you with our Advisors curriculum. Stay on top of market events at Traders Insight, learn about programming at the Quant Blog, subscribe to our Podcast channel for interviews and audio articles covering the world of finance, or sign up for a complimentary webinar.
Global Product Offering
Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform.
Margin Trading
IBKR offers margin rates from USD 4.83% - 5.83% , the lowest margin loan interest rates of any broker, according to the StockBrokers.com Online Broker Survey 2023 Read the full article.
Support for Institutions
Browse our support page for instructional videos, user guides, release notes and information on connecting with us.