Family Office

Family Offices

IBKR's lowest costs1, access to global markets, advanced trading platforms and cash management tools give portfolio managers the freedom they need to manage any family’s assets

Contact our institutional sales team
to learn more.

The IBKR Advantage

  • Manage multiple accounts from a single CRM interface, with flexible fee structures including automated administration and dynamic fee management.
  • The lowest margin rates, starting at 2.83%*. Cash, Reg-T and Portfolio Margin accounts that can be individually margined.
  • Manage user access rights for one or more accounts, granting permission-based access to trading and reporting functionality.
  • Allocate block trades across multiple client accounts with a single click, using a variety of criteria and methods.
  • Consolidate, track and analyze family portfolios with PortfolioAnalyst®, which includes multi-custody solutions, advanced reporting, custom benchmarks, risk metrics and more.
  • Invest globally in stocks, options, futures, currencies, bonds, funds and, where available, US Spot Gold and cryptocurrencies2, from a single integrated platform and across 150 markets in 33 countries and 24 currencies.
  • Access a vast selection of over 1 million bonds globally via IBKR’s Bond Marketplace, with low, transparent commissions and no mark-ups or built-in spreads.
  • Use the Mutual Fund Marketplace to access over 45,000 funds worldwide, including over 17,000 no-transaction-fee funds.
  • The self-service Securities Loan Borrow (SLB) system lets you search for available quantities of shortable securities by symbol, exchange, ISIN or CUSIP number, including borrow rates and more.
  • IBKR’s powerful, award-winning trading platforms and advanced tools for managing client assets. Available on desktop, mobile, web and API.
  • Earn extra income by lending fully-paid shares of stock via IBKR’s Stock Yield Enhancement Program.
  • Cash management tools, including online bill pay and the Interactive Brokers Debit Mastercard, are integrated into the Family Office master account.

Lowest Costs*

  • Commissions start at $0 on US listed stocks & ETFs with low commissions on other products, and there are no added spreads, ticket charges, or account minimums1

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  • Earn extra income on your lendable shares.

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Which Plan is Best for You?

Compare Plans

IBKR Lite

IBKR Lite provides retail clients with $0 commissions on US listed stock and ETF trades.

IBKR Pro

IBKR Pro is for sophisticated investors and active traders and accesses IB SmartRoutingSM. IB SmartRoutingSM helps support best execution by searching for the best available prices for stocks, options and combinations across exchanges and dark pools.

*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.

  1. IBKR Lite provides commission-free trades in US exchange-listed stocks and ETFs. For complete information, see ibkr.com/commissions.
  2. View our margin rates for more information.
  3. Restrictions apply. For additional information on interest rates, click here. Credit interest rate as of 7/29/2022.

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

24

Currencies


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Map Locations
Local Time: Open Closed

mssage123

Graphic is for illustrative purposes only and should not be relied upon for investment decisions.

Technology to Help Advisors Succeed

Trading Platforms

Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.

Pre-Trade Allocations

Use IBKR's pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.

Order Types and Algos

100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.

Free Family Office Tools

Spot market opportunities, analyze results, manage your account and make informed decisions with our free tools.

Create Client-Centric Investment Portfolios

Interactive Advisors

An actively managed robo-advisor and pioneer in online investing that offers low-cost, diversified portfolios customized for your needs.

Model Marketplace

The Model Marketplace, which is a repository of model portfolios provided by third-party vendors, helps you spend more time with clients and less time managing client-specific portfolios.

Model Portfolios

Models allow Advisors to create groupings of financial instruments based on specific investment themes and invest client funds into the Model, rather than taking time to invest in multiple, single instruments.

IBKR Client Risk Profile

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

Environmental, Social and Governance (ESG)

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

Integrated Client Management

Use our free CRM to manage the full client management lifecycle, improve client engagement and improve your understanding of client needs.

Integrated Cash Management

Unlike other brokers with separate bank accounts in which you have to transfer cash back and forth, IBKR's cash management is integrated into your broker account. This means that you can always borrow at the lowest rates without having to worry about first transferring cash.

The Interactive Brokers Debit Mastercard®

US clients can automatically borrow against your broker account at our low margin rates without monthly minimum payments or late fees by adding an Interactive Brokers Debit Mastercard to your account. The Interactive Brokers Debit Mastercard provides you with the convenience of accessing your account funds anywhere Debit Mastercard is accepted around the world.

Use Bill Pay to Conveniently Pay any Invoice

Use our Bill Pay to conveniently send funds to such vendors as the tax authorities, your cellular provider, or you cable company electronically. If your payee isn’t electronically available, we’ll print a check to send funds to any vendor such as your dentist or doctor. If there isn’t enough idle cash in your account, you can automatically borrow at the lowest rates.

Easily Transfer Money Between Your Bank and IBKR

US-based clients can conveniently transfer funds between their IBKR account and US-based bank accounts electronically through ACH.

Conveniently Deposit Funds

Use our mobile app to deposit checks anywhere, or sign up for automatic payroll deposit.

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

$10.60B

Equity Capital*

76.3%

Privately Held*

$7.4B

Excess Regulatory Capital*

1.92M

Client Accounts*

2.17M

Daily Avg Revenue Trades*


IBKR Protection
IBKR Broker You Can Trust

*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section by clicking here.

Hedge Fund Marketplace

Interactive Brokers customers who are Accredited Investors or Qualified Purchasers under SEC rules can view information about and invest in independent Hedge Funds available through IBKR's online Hedge Fund Marketplace.

  • Browse and invest in participating Hedge Funds operated by third-party managers through a secure, password-protected area on our website.
  • View and download basic information about participating Funds, including documentation, private placement memoranda and subscription information.
  • Contact the Fund management company or request that the Fund contact you. Once you have made your investment decision and signed the proper documents with the Fund, you will be able to easily transfer funds from your IB account to and from the Fund.

Family Office Account Structure

Account Structure

A master account linked to multiple client accounts.

Family Office account structure
Account Information

Manage multiple accounts of varying types under a single login, including:
Individual, Joint, Trust, IRA, UGMA/UTMA, Corporation, Partnership, Limited Liability Company, and Unincorporated Legal Structures.

Client users can optionally directly fund, view statements and trade.

Automated allocations based on pre-trade defined criteria.

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.


Open a Family Office Account

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at
(202) 371-8300.

Disclosures
  1. Lowest Cost Broker according to StockBrokers.com Online Broker Survey 2022: Read the full article Online Broker Reviews, January 11, 2022. "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."

  2. Trading in digital assets, including cryptocurrencies, is especially risky and is only for individuals with a high risk tolerance and the financial ability to sustain losses. For more information about the risks surrounding the trading of Digital Assets please see the "Disclosure of Risks of Trading Digital Assets".

    IB is not party to any transactions in digital assets and does not custody digital assets on your behalf. All digital asset transactions occur on the Paxos Trust Company ("Paxos") exchange. Any positions in digital assets are custodied solely with Paxos and held in an account in your name outside of IB.

    Digital assets held with Paxos are not protected by SIPC.