Family Office

Family Offices

Family Offices

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

Lower Costs Lower Costs Global Markets Global Markets Innovative Technology Innovative Technology A Broker You Can Trust Strength & Security Account Structure Account Structure Advisor Services: Open Account Open Account

Contact our institutional sales team to learn more.

Sales Contacts

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, with rates as low as USD 5.08%. 1 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.
  • Directly access stocks, options, futures, currencies, bonds, funds and more across 150 markets in 34 countries from a single unified platform. Fund your account and trade assets in 28 currencies.2
  • 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 43,000 funds worldwide, including over 18,000 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.
  1. View our margin rates for more information.
  2. Available currencies vary by Interactive Brokers affiliate.

Professional Pricing – Maximize Your Returns

IBKR offers low trading fees1 and with IBKR’s Universal Account, clients can trade stocks, options, futures, currencies, bonds, and funds around the world from a single screen.** If an exchange provides a rebate, we pass some or all of the savings directly back to you.3

Learn About Commissions

The lowest margin rates, with rates as low as USD 5.08%.2

Compare Margin Rates

Earn interest rates of up to USD 4.08% on instantly available cash.3

Compare Interest Rates

Earn extra income on your lendable shares.

See Stock Yield Enhancement

** Regulations require securities and commodities activities to be conducted in separate accounts. Universal Account refers to the consolidation of these accounts for display purposes only, enabling clients the ability to use a single platform to conduct trading activity and view consolidated activity and position information for all products and services offered.

  1. Low trading fees according to BrokerChooser Online Broker Survey 2023: Read the full article Online Broker Reviews, May 2023. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 4.08% for USD) on cash balances if you have a $100k account (net asset value)."
  2. Subject to any applicable legal or regulatory requirements.
  3. According to StockBrokers.com Interactive Brokers Review: Read the full article Online Broker Reviews, May 6, 2024. "Professionals can take advantage of industry-leading commissions, including the lowest margin rates across all balance tiers." View our margin rates for more information.
  4. Restrictions apply. See additional information on interest rates. Credit interest rate as of November 11, 2024.

Discover a World of Opportunities


With IBKR’s Universal Account, clients can trade stocks, options, futures, currencies, bonds, and funds around the world from a single screen.** 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

34

Countries

28

Currencies*


Global Markets

Available currencies vary by Interactive Brokers affiliate.

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

Map Locations
Local Time: Open Closed

mssage123

** Regulations require securities and commodities activities to be conducted in separate accounts. Universal Account refers to the consolidation of these accounts for display purposes only, enabling clients the ability to use a single platform to conduct trading activity and view consolidated activity and position information for all products and services offered.

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

90+ 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

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.

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

$16.1B

Equity Capital*

74.2%

Privately Held*

$11.7B

Excess Regulatory Capital*

3.12M

Client Accounts*

2.70M

Daily Avg Revenue Trades*


IBKR Protection
Secure metal vault door

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

Family Office Account Structure

Account Structure

A master account linked to multiple client accounts.

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. See all 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.

Start Application

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Guides

What You Need

Disclosures

  1. Lowest Cost Broker according to StockBrokers.com Online Broker Survey 2023: Read the full article Online Broker Reviews, May 18, 2023. "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. According to StockBrokers.com Interactive Brokers Review: Read the full article Online Broker Reviews, May 6, 2024. "Professionals can take advantage of industry-leading commissions, including the lowest margin rates across all balance tiers." View our margin rates for more information.
  3. Available currencies vary by Interactive Brokers affiliate.
  4. Low trading fees according to BrokerChooser Online Broker Survey 2023: Read the full article Online Broker Reviews, May 2023. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 4.08% for USD) on cash balances if you have a $100k account (net asset value)."
  5. ** Regulations require securities and commodities activities to be conducted in separate accounts. Universal Account refers to the consolidation of these accounts for display purposes only, enabling clients the ability to use a single platform to conduct trading activity and view consolidated activity and position information for all products and services offered.
  6. Subject to any applicable legal or regulatory requirements.
  7. Restrictions apply. See additional information on interest rates. Credit interest rate as of November 11, 2024.
  8. Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
  9. Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, see our exchange listings.