As an Interactive Brokers client, you are likely aware that client accounts receive credit interest on long-settled cash balances in their securities accounts. After recent increases in interest rates by the US Federal Reserve, Interactive Brokers now pays up to USD 1.08% on long-settled cash balances.1 If the Fed raises interest rates by 75 basis points at the end of the month, this rate will likely rise to USD 1.83% because the interest IBKR pays rises in tandem with Fed interest rate increases.
Accounts with a Net Asset Value (NAV) of USD 100,000 (or equivalent) or more are paid interest at the full rate for which they are eligible. Accounts with NAV of less than USD 100,000 (or equivalent) receive interest at rates proportional to the size of the account.
For example, an account with a NAV of USD 50,000 earns credit interest at a rate equal to one-half the rate paid by IBKR to accounts with a NAV of USD 100,000 or more.
Interest accrues and is payable daily. IBKR posts the interest payments monthly on the third business day of the following month. IBKR uses a blended rate based on the tiers outlined on our website. The tiers on which interest rates are based are subject to change without prior notification.
For balances held in CHF, DKK, EUR or SEK, IBKR may apply an effective negative rate to long balances held. The negative rate applied to accounts holding these currencies is the same regardless of account size. For other currencies in which the benchmark rate plus the interest rate paid is less than zero, the interest paid is 0%.
 Restrictions apply. For additional information on interest rates click here.
Traders' Insight Radio is a new podcast series that interviews thought leaders from across the financial services industry. We discuss a wide range of interesting topics, including the impact of artificial intelligence (AI) on markets, market volatility, global political dynamics, cryptocurrencies and more.
Traders' Insight Radio's audience includes both sophisticated traders and novice investors. The latest episodes are available for free on the Traders' Insight blog, from TWS, Client Portal and IBKR Mobile, and via popular podcasting services.
IBKR GlobalTrader is a simple mobile trading application that lets investors trade stocks on over 90 stock markets from around the world, including the NYSE, NASDAQ, LSE and HKSE. The app provides clients of any experience level with a streamlined design and many of our powerful trading features.
The app includes:
Recent enhancements include:
In addition, we will soon add support for options trading.
As an Interactive Brokers client, you can download the app and immediately log in using your existing credentials. Download IBKR GlobalTrader, show the app to your friends, and start enjoying a simplified trading experience.
The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial.
You can now use the IMPACT App to offset a selection of carbon-emitting activities, a specific carbon-emitting activity, or a custom amount of "carbon tons".
As an Interactive Brokers client, you can download the app and immediately log in using your existing credentials. Make an impact – download IMPACT, show the app to your friends, and use the app to better align your portfolio with the kind of world you want to create!
The IMPACT application is a product of Interactive Brokers ("IBKR") that allows clients to generate analysis of their IBKR brokerage accounts using environmental, social, and governance ("ESG") data provided by unaffiliated third-party data providers along with proprietary in-house algorithms and trade and account data contained in IBKR's systems. For more information, please see the "Interactive Brokers Disclosure regarding Use of IMPACT Dashboard and IMPACT App."
The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial.
As an experienced investor or trader, you already appreciate the value of Interactive Brokers' platforms and tools. Share this knowledge with your friends and family so they can also benefit from IBKR's low costs, access to global markets, and premier technology.
Interactive Brokers' Refer a Friend program allows eligible clients to earn USD 200 for each person they refer to IBKR. Also, your referral is eligible to earn up to USD 1,000 of IBKR stock. Spread the word - refer a friend to IBKR today!
You can view a summary of your referrals at any time by logging in to Client Portal.
Referrers are limited to 15 referrals per year and 30 referrals total. Residents of Japan, Spain and Israel are not eligible to participate in the program. Residents of Canada are eligible to participate as referrers and receive the USD 200 referral bonus but are ineligible to earn IBKR stock.
Visit our website or visit our FAQs for additional information on program requirements, terms and conditions, and restrictions.
We invite our Registered Investment Advisor clients to join Interactive Brokers for Advisors, our LinkedIn group for IBKR advisor clients.
The group serves as an interactive forum for learning how to grow your business on the IBKR platform. Engage in discussion with our team of dedicated professionals and use the group to learn more about how IBKR helps advisors create competitive advantage, efficiently manage their business, and serve clients at low cost.
Join the conversation today!
We recently added functionality to Trader Workstation (TWS) and Client Portal to deliver a powerful and seamless trading experience across our platforms, whether you are trading from your desktop or on-the-go.
Visit the Release Notes section of the Documentation page to find out more about recent enhancements.
The New Standard for Portfolio ManagementSoftware and Account Aggregation
PortfolioAnalyst offers multi-custody solutions, advanced reporting, global support, benchmarks, risk metrics, GIPS® verified returns,1 and powerful on-the-go analytics. Whether you are new to trading, an advanced investor, or a financial advisor, PortfolioAnalyst is free to use.
PortfolioAnalyst consolidates, tracks, and analyzes your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current and historical financial state and plan for the future.
IBKR clients enjoy free, full access to PortfolioAnalyst's advanced features and receive real-time updates regarding their IBKR portfolio positions. Simply log in to Client Portal to access PortfolioAnalyst.
In April 2022, we made the following enhancements to PortfolioAnalyst:
 PortfolioAnalyst was verified as calculating Time-Weighted Returns and Money-Weighted Returns in accordance with the Global Investment Performance Standards (GIPS®) calculation methodologies. GIPS was developed by the CFA Institute, is used by investment management firms around the world, and establishes standards for investment performance, making it easier for you to compare firms and make more informed investment decisions.
The projections or other information generated by PortfolioAnalyst regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
Please note that Interactive Brokers is merging DTB and SOFFEX into the Eurex Exchange name.
Given the wide breadth of products involved, we are migrating in three waves based on product:
|Effective Trade Date||Products|
|Monday, June 27, 2022||DTB: ENEL, SXDP
SOFFEX: SCHN, SMIM
|Monday, July 11, 2022||DTB: BTS, DJ600, BAYN, BMW, SX7E, DESX5, VOW
SOFFEX: CONF, SIKA, ALC, UHR, GEBN, PGHN, VONN
|Monday, July 25, 2022||DTB: All Remaining Products
SOFFEX: All Remaining Products
After the migration, GTC orders will be retained. These orders will show the new exchange name but remain active. If you are a user of the TWS API, you will be required to send the new exchange name after the product is converted.
Please note this change for the trading dates above.
The Interactive Brokers Mutual Funds Marketplace provides clients from over 200 countries and territories with access to more than 45,000 funds from over 520 fund families, including Allianz, American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, MFS and PIMCO.
Unlike most firms, IBKR never charges a custody fee. In addition, we offer over 17,000 funds with no transaction fees and low, transparent commissions. Inside the US, commissions are the lesser of USD 14.95 or 3% of trade value, while fee funds outside the US are EUR 4.95 (or equivalent).
To help provide you with a broad selection of funds, we recently added the following fund families to the Marketplace:
Search for the best yields from a vast universe of bonds from issuers in the Americas, Europe, and Asia in our Bonds Marketplace. IBKR provides direct market access at a low cost to a wide array of corporate, government and municipal securities. Our clients get the best bids and offers with low, transparent commissions and no hidden mark-ups.
Browse availability with our Bond Search Tool and:
Global Corporate Bonds
US Municipal Bonds
Non-US Sovereign Bonds
Our clients enjoy access to dozens of free and premium market research and news providers. We recently added:
Quantum focuses on emerging growth public companies that are seeking detailed equity analysis and extensive distribution aimed at the investment community. Quantum has a strong proven track record in the fields of Biotechnology/Pharma, Technology, Telecommunication, Media/News, Transportation, Insurance and Fintech.
Quantum Research is a complimentary service.
QuantConnect is a leading algorithmic trading platform, with 10 years of experience and more than 8 million algorithms designed by its 160,000 strong quantitative community. Its cloud provides terabytes of free historical financial and fundamental data to test your strategies.
To subscribe to QuantConnect, log in to Client Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.
Trade Ideas is a cloud-based AI stock market analysis platform. Trade Ideas' AI watches every stock and ETF in real-time to identify opportunities everyone else is missing.
To subscribe to Trade Ideas, log in to Client Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.
MacroRisk Analytics was created by a group of veteran Economics and Finance PhDs who have published extensive academic research explaining the foundations and evidence supporting their model. In addition, they also hold more than 10 patents covering their methodology.
MacroRisk Analytics is a two-time winner of the William F. Sharpe Indexing Achievement Award, given at the Global Indexing & ETFs conference, sponsored by IMN and Euromoney Institutional Investor PLC.
MacroRisk Analytics research reports are provided via their MacroRisk Research service.
Smartkarma is a global investment research network made up of independent insight providers who produce, curate, and publish unbiased intelligence for institutional investors.
Smartkarma's unique approach to research provides differentiated, independent analysis on companies, markets, and industries worldwide. This includes areas under-reported by mainstream market coverage, including Event-Driven, IPOs & placements, and small/mid cap equities, with a special focus on fast-growing Asian and emerging markets.
theScreener has established itself internationally as an information provider for asset managers. This is not least due to its exceptional track record, as well as the clarity and transparency of its multidimensional multi-factor model.
To cover the different approaches in the investment area, new possibilities for data consumption and visualization have been implemented. This allows to use the system flexibly, regardless of the investment approach chosen.
Stockpulse provides inimitable decision support with Emotional Data Intelligence that collects, filters, matches, scores, and augments unstructured data and converts it into processable information.
Buzz and sentiment news texts contain information about the latest buzz and sentiment situation about equities in social media.
Stockpulse analyzes thousands of different sources such as Reddit, Discord, Telegram, Twitter, messages boards, and chats. Using the discussion in these channels, Stockpulse extracts sentiment/mood scores and wraps the content into an article.
Stockpulse's automated reports apply Artificial Intelligence, Deep Learning, and NLP methodologies to generate daily trading signals and filter most discussed stocks based on buzz and sentiment indicators harvested from social media sources.
AI reports provide a daily overview of valuable and highly significant signals that are the result of massive data crunching. The signals are unique because the underlying data can't be easily obtained from other sources and the analysis process is highly customized and fit to social media sentiment data.
Augment combines multiple capabilities into a single digital platform, giving you sophisticated tools to make better-informed investment decisions.
Augment delivers unparalleled ETF information and Investor behavior analysis, beautifully, on your mobile phone. They capture “Group think” using ETF sentiment & fund flow data and display it in a visually intuitive format for you to instantly view where other investors are headed. You can view nearly 2000 ETFs, along with related news and other details, all in one place.
Click the Research and Education menu in IBKR Mobile or visit our website to learn about trading, financial markets, and IBKR's trading tools or to stay on top of current events.
Learn about trading, financial markets and IBKR's trading tools. Improve your understanding of markets and stay on top of current events.
Watch, listen and learn about current market topics, IBKR tools and more by participating in free, live webinars or viewing recorded webinars.
Watch or read market commentary and analysis from nearly 100 industry pros, including IBKR's Chief Strategist and Senior Analyst.
Traders' Insight Radio is a podcast series that interviews thought leaders from across the financial services industry.
A blog for quantitative professionals with an interest in programming, deep learning, API, AI, Blockchain and other transformative technologies influencing modern markets.
The Student Trading Lab is a free online resource for college and high school educators looking to blend finance, blockchain or computer science classwork with real-world trading experiences.
IBKR AWARDS 2022
During 2022, Interactive Brokers has remained in a familiar spot by being recognized for its low costs, breadth of product offering and advanced trading technology.
Interactive Brokers was recognized by Benzinga as Best Online Broker for Bonds and Best Online Broker for Mutual Funds.
Supporting documentation for any claims and statistical information will be provided upon request.
Options and Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading options read the "Characteristics and Risks of Standardized Options". Before trading futures, please read the CFTC Risk Disclosure.
Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.