Advisor Portal

Advisor Portal

Our turnkey CRM, custody, account management, trading and reporting solution to help you build competitive advantage and efficiently manage your business at lower cost.

Contact our institutional sales team to learn more.

The Interactive Brokers Advantage

  • Integrated suite of advanced CRM tools for managing the client acquisition and relationship lifecycle
  • Powerful, award-winning trading platforms for trading stocks, options, futures, currencies, bonds, funds and more, on over 150 markets from a single unified master account, and trading cryptocurrencies from the same platform
  • Digital Account Management tools to administer accounts and coordinate funding, plus automated and flexible client billing
  • PortfolioAnalyst®, a tool to consolidate your clients' entire portfolios

Client Relationship Management (CRM)

At the heart of Advisor Portal is an integrated suite of CRM tools for managing the complete client relationship lifecycle.

  • Drive client engagement via emails, notes, agendas, calendars and more, including account-opening invitations to prospects.
  • Store, view and update information about all your contacts, both clients and prospects.
  • Set fee structures and use templates to automate and simplify administration, invoicing and queries.
  • Consolidate client financial information from any institution alongside IBKR accounts.
  • Place your logo on statements, performance reports, communications and more, with links to your website.
  • Use PortfolioAnalyst®, a full-featured portfolio management tool, to quickly and easily consolidate financial information, run powerful analytics, allocate ETF and fund holdings by multiple segmentation strategies, run custom reports and more.

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Client Onboarding and Account Management

Client Onboarding
and Account Management

Use our Digital Account Management tools to manage applications, administer accounts and coordinate account funding.

  • Choose among multiple options for adding and migrating clients to IBKR, including a mass upload feature and support for customized client applications.
  • Use the information you have about prospects in email invitations to complete applications on their behalf.
  • Advisors can create one or more account applications for a client and use DocuSign to send everything for each account to the client on one package with all documentation for the client to sign electronically.
  • Link client accounts under a single username and password, and delegate user access rights by function and client account.
  • Work with clients to establish risk tolerances and recommend suitable investments.
  • Establish and implement client preferences related to socially responsible investing.
  • Transfer funds and positions, check transaction status and history, and submit withdrawals for both master and client accounts.
  • Protect client accounts with our Secure Login System's Two-Factor Authentication (2FA) as an extra layer of security.

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Advisor Trading Platforms

Trader Workstation (TWS)

Trader Workstation (TWS)

Our flagship desktop platform for trading multiple products with power and flexibility, TWS incorporates a number of advisor-specific features designed to streamline trading and position management.

IBKR TWS for Mobile

IBKR Mobile

Easily trade and monitor your IBKR account on-the-go from your iOS or Android device (tablet or smartphone).

IBKR GlobalTrader

IBKR GlobalTrader

Easily trade global stocks, options , mutual funds, ETFs and crypto from your iOS or Android device (tablet or smartphone).



From our easy-to-use Excel API to our industrial strength FIX API, we offer something for every experience level. Our TWS API is well-supported with numerous examples to help you get started.

Advanced Investment and Portfolio Tools

Advanced Investment and Portfolio Tools

Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform. Support account funding and trading in multiple currencies, and trade U.S. and European stocks in fractions.

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Support Resources

Frequently Asked Questions

Looking for an answer? Browse our extensive inventory of frequently asked questions.

IBKR Campus

Learn about the tools, markets and technology available to you with our Advisors curriculum. Stay on top of market events at Traders Insight, learn about programming at the Quant Blog, subscribe to our Podcast channel for interviews and audio articles covering the world of finance, or sign up for a complimentary webinar.

Global Product Offering

Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform.

Margin Trading

IBKR offers margin rates from USD 5.83% - 6.83%, the lowest margin loan interest rates of any broker, according to the Online Broker Survey 2023 Read the full article.

Support for Institutions

Browse our support page for instructional videos, user guides, release notes and information on connecting with us.