Trust Accounts for Traders and Investors
Trust Accounts
An IBUK Trust account helps you administer assets of beneficiaries.
The IBKR Advantage
- The lowest margin rates, with rates as low as USD 4.83%.1
- Earn interest of up to 3.83% on instantly available USD cash balances.2
- Our Stock Yield Enhancement Program lets you earn extra income on the fully-paid shares of stock held in your account.
- Invest in stocks, options, futures, currencies, bonds, funds and more across 160 markets in 36 countries from a single unified platform.
- Fractional shares let you divide investments among more stocks to achieve a more diversified portfolio.
- Powerful trading technology and advanced trading tools help you create and execute your trading strategies with ease from virtually any desktop or mobile device.
1. For more information, see our disclaimers.
2. Restrictions apply. For additional information, see our interest rates. Credit interest rate as of March 7, 2025.
Professional Pricing - Maximize Your Returns
IBKR offers low trading fees1 and access to stocks, options, futures, currencies and bonds from a single unified platform. If an exchange provides a rebate, we pass some or all of the savings directly back to you.
Learn About CommissionsMargin rates up to 29% lower than the industry.2
Compare Margin RatesEarn interest rates of up to USD 3.83% on instantly available cash.3
Compare Interest RatesEarn extra income on your lendable shares.
See Stock Yield Enhancement Program Derivatives- Low trading fees according to BrokerChooser Online Broker Survey 2025: Read the full article Online Broker Reviews, February 2025. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 3.83% for USD) on cash balances if you have a $100k account (net asset value)."
- For complete information, see our margin rate comparison
- Restrictions apply. See additional information on interest rates. Credit interest rate as of March 7, 2025.
Discover a World of Opportunities
Invest globally in stocks, options, futures, currencies and bonds from a single unified platform. 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.
160
Markets
36
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.
Explore our Global Offering
IBKR GlobalAnalyst
IBKR GlobalAnalyst is designed for investors who are interested in international portfolio diversification. It helps you find new opportunities to diversify your portfolio and discover undervalued companies that may have greater growth potential.
Bond Marketplace
IBKR has no mark-ups or built-in spreads and offers low and fully transparent commissions on bonds. Access a vast universe of more than 1 million bonds and trade US Treasuries around the clock five days per week.
Short Securities Availability
The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities. Shortable availability and borrow fees are broadcast in real-time on Trader Workstation (TWS), IBKR Desktop, the Client Portal, FTP files and API data feeds.
Overnight Trading Hours
Trade select US stocks and ETFs around the clock, five days per week. Access US stocks and ETFs when market-moving news happens and trade during Asian market hours or whenever it is convenient for you.1
1. 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.
Technology to Help Individual Investors and Traders Succeed
Trading Platforms
Powerful enough for the professional trader but designed for everyone. Available on desktop, mobile and web.
Comprehensive Reporting
Real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis and more.
Order Types and Algos
90+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Fractional Trading
Buy or sell any eligible US or European stocks/ETFs using fractional shares, which are stock units that amount to less than one full share, or by placing an order for a specific dollar amount rather than quantity of shares.
Free Trading Tools
Spot market opportunities, analyze results, manage your account and make better decisions with our free trading tools.
Free Account Tools
Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.
API Solutions
Our proprietary API and FIX CTCI solutions let institutions create their own automated, rules-based trading system that takes advantage of our high-speed order routing and broad market depth.
Create and Manage Your Complete Portfolio
Mutual Fund/ETF Replicator
Identify and invest in lower cost ETFs with similar strategies to higher-fee mutual funds.
Environmental, Social and Governance (ESG)
ESG scores from Refinitiv give you and your clients a new set of tools for making investment decisions based on more than just financial factors.
PortfolioAnalyst
Link investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance against benchmarks.
Impact Dashboard
Use the Impact Dashboard to identify and invest in companies that share the values held by your clients.
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 in the broader financial markets. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR from major market events that can threaten the stability of financial institutions.
IBKR
Nasdaq Listed
$16.6B
Equity Capital*
74.2%
Privately Held*
$11.7B
Excess Regulatory Capital*
3.34M
Client Accounts*
3.12M
Daily Avg Revenue Trades*
IBKR Protection
Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Investors' Marketplace
600+
investment
services
320+
research
services
450+
technology
services
200+
administrative
services
40+
business dev
services
The Investors' Marketplace lets individual traders and investors, institutions and third-party service providers meet and do business together.
Search for and do business with multiple advisors, brokers, and wealth managers. Access dozens of advisor portfolios, including Smart Beta portfolios, offered by Interactive Advisors. Accredited investors and qualified purchasers can search for, research and invest with hedge funds.
- Advertise your services at no cost and reach individual and institutional users worldwide.
- Locate third-party vendors offering API and FIX CTCI solutions.
- Find third-party, institutional-caliber research providers and access research directly through Trader Workstation (TWS).
Award Winning Platform & Services
#1 Professional Trading
#1 International Trading
Best Online Broker,
for Advanced Traders
#1 Best Online Broker
5 out of 5 stars
Best for
Advanced Traders
Best Online Broker
Trust Accounts
Trust Account Structure
A Trust is a legally established entity in which assets are held by one or more trustees for the benefit of one or more beneficiaries. Interactive Brokers offers a number of different types of trusts, including bare trusts, interest in possession trusts, discretionary trusts, accumulation trusts, mixed trusts, settlor-interested trusts and non-resident trusts, though each type of trust is taxed differently.
While some types of trusts are used in many commercial arrangements, the IBUK trust account is not suitable for financial advisors, introducing brokers, managed investment schemes or hedge funds. IBUK has developed separate, tailored account types for accountholders operating financial services business of this nature as such.
-
Trustee
-
Optional
Additional
Trustee
-
Trust Account
The account will either be a natural person (i.e. individual) trust (if all trustees are natural persons) or a corporate trust (if all trustees are corporate or non natural persons).
Account Types*
Trust Types
- Fixed Trust
- Unit Trust
- Discretionary Trust
- Bare Trust
- Hybrid Trust
- Charitable Trust
- Testamentary Trust
Retirement/Pension Types
- Small Self-Administered Scheme
- Retirement Annuity Trust Scheme
*The Trustee will be responsible for the correct taxation on the Trust.
Account Information
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.
Minimum Age Requirements:
- Margin Account: 21 years of age
- Cash Account: 18 years of age
Please note that monthly activity and other minimum fees may apply.
Open a Trust Account
An IBUK Trust account helps you administer assets of beneficiaries.
Disclosures
- According to StockBrokers.com Interactive Brokers Review: Read the full article Online Broker Reviews, January 29, 2025. "Interactive Brokers continues to lead with unbeatable margin rates, a significant advantage for active and professional traders." View our margin rates for more information.
- Restrictions apply. See additional information on interest rates. Credit interest rate as of March 7, 2025.
- Low trading fees according to BrokerChooser Online Broker Survey 2025: Read the full article Online Broker Reviews, February 2025. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 3.83% for USD) on cash balances if you have a $100k account (net asset value)."
- Subject to any applicable legal or regulatory requirements.
- Available currencies vary by Interactive Brokers affiliate.
- 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.
- Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.
Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.