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.

Contact our institutional sales team to learn more.

Professional Pricing – Maximize Your Returns

Low commissions with no added spreads, ticket charges or platform fees. If an exchange provides a rebate, we pass some or all of the savings directly back to you.*

Learn About Commissions

Tiered commission rates based on activity.

Learn About Pricing

*For more information, see our disclaimers.

Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profitable.

Japanese Clients Discover a World of Opportunities


Invest globally in stocks, options, futures and CFDs from a single integrated account. Fund your account in JPY, USD, EUR and GBP and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week.

50+

Markets

17

Countries

12

Currencies


Learn More
Map Locations
Local Time: Open Closed

mssage123

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

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 

100+ 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

Interactive Advisors  

An actively managed robo-advisor and pioneer in online investing that offers low-cost, diversified portfolios customized for your needs.

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.

Interactive Brokers Securities Japan is a subsidiary of Interactive Brokers Group.

IBKR

Nasdaq Listed

$14.1B

Equity Capital*

74.6%

Privately Held*

$10.2B

Excess Regulatory Capital*

2.56M

Client Accounts*

1.931M

Daily Avg Revenue Trades*


IBKR Broker You Can Trust

*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.

Family Office account structure

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 of all countries except 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

Disclosures
  1. Lowest Cost Broker according to StockBrokers.com Online Broker Survey 2021: Read the full article Online Broker Reviews, January 18, 2021. "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".