Family Office

Family Offices

Family Offices

IBKR's lowest costs,1 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 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.
  • 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 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 Commissions

Margin rates up to 23% lower than the industry.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 Program Derivatives
  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. For complete information, see our margin rate comparison
  3. Restrictions apply. See additional information on interest rates. Credit interest rate as of November 11, 2024.

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.

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

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, SMSF, 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.

This account is for high net worth family offices to manage accounts belonging to family members and family held investment vehicles.


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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. Restrictions apply. See additional information on interest rates. Credit interest rate as of November 11, 2024.
  6. For complete information, see our margin rate comparison
  7. 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.
  8. 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.