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Advisor On-Boarding

Financial Advisors –
Getting Started at IBKR

Our turnkey solutions help advisors of any size build a competitive advantage, manage their business with efficiency and serve clients at the lowest cost1.

Welcome to Interactive Brokers!

Our turnkey solutions help advisors of any size build a competitive advantage, manage their business with efficiency and serve clients at the lowest cost1. This page provides tools and resources to help you open an account, configure and customize your account settings, onboard clients, configure CRM and use the powerful tools available to you at IBKR.
Market Data for Advisors

Market Data for Advisors

Learn where you can review IBKR’s market data bundles and packages and how users can subscribe via Advisor Portal.

Market Data for Advisors
Customizing the TWS Layout

Customizing the TWS Layout

This lesson helps first-time users understand the tile layout, how to unlock and change the display and points to the myriad of additional pages housed in the Layout Library.

Adding Users and Access Rights

Adding Users and Access Rights

Learn how, once your account is approved and opened, to add users and user roles. You can grant them access to a subset of Advisor Portal functions.

Adding Users and Access Rights
IBKR Mobile authentication (IB Key) - Two-Factor Authentication – iPhone

IBKR Mobile authentication (IB Key) - Two-Factor
Authentication - iPhone©

This video illustrates how to download and install IBKR Mobile onto your iPhone phone device, as well as how to establish and use two-factor authentication to securely access your account.

IBKR Mobile authentication (IB Key) – Two-Factor Authentication - Android

IBKR Mobile authentication (IB Key) – Two-Factor
Authentication - Android®

The following steps are intended to guide you through downloading and installing IBKR Mobile onto your Android phone device, as well as establishing and using two-factor authentication for your account.

IBKR Mobile authentication (IB Key) – Two-Factor Authentication - Android
Adding Contacts to the Advisor Portal

Adding Contacts to
the Advisor Portal

Learn how to add a single contact or how to migrate multiple contacts from another broker or custodian.

Configuring Fee Templates

Configuring Fee Templates

Use a template to configure fee structures for clients. Whether you create a single template or multiple versions to cater to different types of clients, this set-up can help streamline the account application process.

Configuring Fee Templates
Invite Prospects to Open an Account

Invite Prospects to Open an Account

See how to invite a prospect to open an account using the Advisor Portal.

Configuring Client Account Templates

Configuring Client Account Templates

In this lesson, we'll show you how to save time with creating client account templates which may be accessed when sending a prospect an application invite.

Configuring Client Account Templates
Deposit Funds via Bank Wire at IBKR

Deposit Funds via Bank Wire
at IBKR

Learn to create deposit notifications, which are essential for transferring funds into your IBKR account via bank wire.

Reporting for Advisors

Reporting for Advisors

This lesson will show you how in the Advisor Portal to run default and custom reports to view client activity.

Reporting for Advisors
White Branding

White Branding

Learn how to white brand your client statements, registration and other materials with your own organization’s identity, including on performance reports created by PortfolioAnalyst.

Order Entry for Advisors

Order Entry for Advisors

This lesson will explain how to simply use the Allocation tools within the Order Entry panel to easily buy or sell on behalf of one or more clients at a stroke.

Order Entry for Advisors
IBKR Mobile for Advisors

IBKR Mobile for Advisors

Learn how to trade and view the portfolios of your individual client accounts, account groups and models using IBKR Mobile for iOS© or Android.

Monitoring Positions and the Account Window

Monitoring Positions and the Account Window

Advisors need to be able to see client positions quickly and cleanly within the trading interface. This lesson explains where to view key data.

Monitoring Positions and the Account Window
Navigating the TWS Advisor Setup Window

Navigating the TWS Advisor
Setup Window

The Advisor Setup window hosts several key configuration settings for Advisors, enabling them to logically divide clients into groups, create Model Portfolios and administer default allocation settings.

TWS Allocation Order Tool

TWS Allocation Order Tool

The Trader Workstation Allocation Order Tool allows an advisor to quickly and accurately allocate a single trade in stocks, options, futures, or future options into their clients’ accounts.

TWS Allocation Order Tool
Rebalance Portfolio for Advisors

Rebalance Portfolio for Advisors

Learn how to use the TWS Rebalance Portfolio tool for the entire portfolio, not just models. See how to access it and set weights to rebalance the portfolio.

TWS Model Portfolios

TWS Model Portfolios

Build and invest Model Portfolios to help you streamline the investing process. In this lesson we walk through the creation of Model Portfolios as well as how to invest in them.

TWS Model Portfolios
How to Rebalance and Divest a Model

How to Rebalance and Divest a Model

Demonstrate and explain how to add/remove stocks from Models. Adding an Option to a model. Divesting a Model and adding a client to a model.

Signing up for a Paper Trading Account

Signing up for a Paper Trading Account

Learn how to open a paper trading account which lets you use the full range of IBKR’s trading features in a simulated environment using real market conditions.

Signing up for a Paper Trading Account

Frequently Asked Questions


  1. Lowest Cost Broker according to StockBrokers.com Online Broker Survey 2021: Read the full article Online Broker Reviews, January 18, 2021. "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".