Welcome Center for Individuals
Welcome to
Interactive Brokers!
Manage Your Account
Client Portal
A one-stop destination for managing your account information, funding your account, checking quotes and placing trades, and monitoring account performance.
You can access Client Portal by clicking on the Log In button located at the top of the Interactive Brokers website.
Account Settings
Manage your profile, financial information, trading experience and permissions, and configure your account from the Account Settings page. The page is accessible from the upper right corner of Portal by clicking the “head and shoulders” icon and selecting “Manage Account”.
User Settings
Manage communications preferences, passwords, report delivery, market data subscriptions and more via the User Settings menu. The page is accessible from the upper right corner of Portal by clicking the “head and shoulders” icon and selecting “User Settings”.
Account Security
We are committed to protecting your account and account assets from fraudulent practices. Our Secure Login System provides Two-Factor Authentication (2FA) as an extra layer of security when accessing your account. Download our mobile app to enable 2FA.
Taxes, Reporting and Analytics
Tax forms, statements, flex queries and other reports are available from the Reports menu in Portal.
Fund Your Account
Funding
We offer a number of flexible and convenient methods for depositing assets in your account. To initiate funding or position transfers, click the Transfer & Pay menu in Portal.
Other Account Features
PortfolioAnalyst
PortfolioAnalyst is a free tool for consolidating, tracking and analyzing your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current financial state and plan for the future.
Stock Yield Enhancement Program
Earn extra income on the fully-paid shares of stock held in your account by allowing IBKR to borrow shares from you in exchange for collateral (either U.S. Treasuries or cash), and then lend the shares to traders who want to sell them short and are willing to pay interest to borrow them.
Refer a Friend
You can earn USD 200 for referring friends or colleagues to open an account. The Refer a Friend feature is available via the Account Settings page.
Trade Your Account
Market Data and Research
Market Data Subscriptions
Market data subscription fees are assessed beginning on the day of subscription and the first business day of each subsequent month for as long as the services are active.
Research Subscriptions
Interactive Brokers clients enjoy access to dozens of free and premium market research and news providers.
Features in Focus
We offer a variety of powerful tools for trading your account.
Trade in Fractions
With fractional shares you can divide your investments among more stocks to achieve a more diversified portfolio and put smaller cash balances to work to help maximize your returns.
IBKR GlobalAnalyst
Quickly scan the globe for undervalued stocks, comparing relative valuations individually or by regions, countries or industries.
Bond Search Tool
Use our Bond Search tool to compare available yields from more than 1,000,000 bonds globally.
Mutual Fund Search Tool
Use the Mutual Fund Search tool to browse more than 43,000 funds, including 18,000 + with no transaction fees.
Products
Discover a World of Investment Opportunities
Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform.
Margin Trading
The lowest margin loan interest rates of any broker, according to the StockBrokers.com Online Broker Survey 2023 Read the full article.
Sustainable Investing
Use Interactive Brokers’ suite of environmental, social and governance (ESG) tools to develop your own conscious investing plan. Align your investments with what you value the most.
Traders' Academy
Webinars
Traders' Insight
Podcasts
Quant Blog
Student Trading Lab
On-Demand Educational Resources – Never Stop Learning
Interactive Brokers provides several resources to help you better understand IBKR products and services, markets and technology.
Learn More with IBKR Campus
Support
Frequently Asked Questions
Looking for an answer? Browse our extensive inventory of frequently asked questions.
Support for Individuals
Browse our support page for instructional videos, user guides, release notes and information on connecting with us.
Configure Your Account Type
Upgrade or downgrade your account type from within Client Portal. Please note that you must be approved for options trading to qualify for a Portfolio Margin account.