Solutions for Friends and Family Advisors

IBKR's Friends and Family Advisor solutions let you manage, trade and report on multiple accounts from a single master account and serve as a first step for advisors starting or growing their business.

Lower Your Costs to Maximize Your Return

Our transparent, low commissions and financing rates, and support for best price executions
minimize your costs to help you maximize your returns.
Generate Higher
Returns

IBKR offers lower commissions, no ticket charges, no minimums, no technology, software, platform or reporting fees, low financing rates and competitive interest paid on idle cash balances.

Learn More
Support for Best
Price Execution

IB SmartRoutingSM searches for the best firm stock, option, and combination prices available at the time of your order, and seeks to immediately execute your order electronically. IBKR Pro clients received a net US dollar price improvement of $0.43 per 100 shares vs. the industry bid / offer.

Learn More
Lowest Margin
Rates

We offer the lowest margin loan interest rates of any broker, according to the Barron's 2019 online broker review. Click below to calculate your own sample margin loan interest rate.

Learn More
Stock Yield
Enhancement Program

Earn income on your fully-paid stock shares in our Stock Yield Enhancement Program. The program lets us borrow your shares in exchange for cash collateral, and then lend the shares to traders who are willing to pay a fee to borrow them. You will be paid a loan fee each day that your stock is on loan.

Learn More
Barrons Award

Rated #1 - Best Online Broker 2019!*


See all of our Awards


* See ibkr.com/info for full disclosure

Your Gateway to the World's Markets

Direct market access to stocks, options, futures, forex, fixed income, and ETFs from a single Account.

125Markets

31Countries

22Currencies

Access market data 24 hours a day and six days a week to stay connected to all global markets.

Convert currencies at market determined rates as low as 1/10 of a basis point, or create a position collateralized by a non-native currency.

Fund your account in multiple currencies. Trade assets denominated in multiple currencies from a single account.

Learn More

Financial Strength and Stability

Our strong capital position, conservative balance sheet and automated risk controls protect IBKR and our clients from large trading losses.

Interactive Brokers Group (IBG LLC) equity capital exceeds $7 billion1. 18.5% of IBG LLC is owned by the publicly traded company, Interactive Brokers Group, Inc. and the remaining 81.5% is owned by our employees and affiliates.

Unlike other firms, where management owns a small share, we participate substantially in the downside just as much as in the upside which makes us run our business conservatively. We hold no material positions in OTC securities or derivatives. We hold no CDOs, MBS or CDS. The gross amount of our portfolio of debt securities, with the exception of US governments debt securities, is less than 10% of our equity capital.

Learn More

  1. Includes Interactive Brokers Group and its affiliates.

Open an Account

Manage 15 or fewer 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.

New Account Opening Information

If you are a resident of Asia, except India, Hong Kong and Japan, and continue with the account opening process, your account will be opened with Interactive Brokers LLC in the US.

Interactive Brokers LLC is a member of NYSE, FINRA, and SIPC and regulated by the US Securities and Exchange Commission and the US Commodity Futures Trading Commission.

By continuing to open an account, you agree to the above terms.






Friends and Family Account Structure

A master account linked to individual client accounts.

  • The master account is used for fee collection and trade allocations.1
  • The advisor can open a single client account for his or her own trading.
Account Information

Only Advisors who are exempt from registration are eligible to open a Friends & Family account. Generally, most jurisdictions require that an advisor have 15 or fewer clients in order to qualify for exemption from registration. However, registration requirements can vary among jurisdictions. For example, advisors residing in the U.S. may be required to register under either State or Federal law if they meet certain criteria (e.g., total assets under management, number of clients, whether they receive compensation, etc.).

Advisors whose Registered Independent Advisor registrations are pending or who aspire to become RIAs can open a Friends and Family Group account and then, when their registration is complete, upgrade their account to a Registered Investment Advisor account by entering information about their securities and/or commodities registration on the Advisor Qualifications page in the Advisor Portal.

Must be 21 or older to open a margin account, 18 or older to open a cash account.

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.

A UGMA/UTMA account is intended for a custodian of a minor who is a US resident, and is available as a Cash account only. Minimum deposit is 3000 USD or non-USD equivalent and the monthly activity fee for age 25 or younger applies. A UGMA/UTMA account is a single account with a default single user (the custodian), and up to five Power of Attorney users can be added. The minor for whom the account is opened must be a US legal resident and a US citizen.

Please note that monthly activity and other minimum fees may apply.

IBHK F&F Offering

Interactive Brokers Hong Kong ("IBHK") offers the Friends and Family ("F&F") Group Account in order to provide administrative functionality for individuals to manage accounts belonging to family members, friends and family held investment vehicles or trusts (where the master account holder is a member or trustee).

The following restrictions apply to F&F accounts:

  • Allows up to five (5) different names of sub-account holders ("5 name restriction").
  • Where the master account holder is named as one of the sub-account holders (eg. in a sole or joint account), this does not count towards the "5 name restriction".
  • A corporation, whether wholly-owned or part-owned by the master account holder, will count towards the "5 name restriction".
  • A maximum of 15 sub-accounts can be opened.

The following criteria must be met to open F&F Accounts under IBHK:

  • Master account holder must be an individual over the age of 18 years old.
  • The master account must be an individual account type.
  • Master account holder cannot charge any fees to the sub-accounts.
  • Master account holder must not solicit clients or hold themselves out to be a financial advisor.
  • Sub-account holders must specify the nature of their relationship to the master account holder (eg. spouse, parent or friend).


For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300.

Disclosures
  1. For clients of Interactive Brokers Hong Kong Ltd., refer to the "IBHK F&F Offering" section.