Money Manager
Money Managers
Partner with multiple wealth managers to grow your business while trading from a single, seamless interface across wealth managers, clients, countries and products.
The IBKR Advantage
- Advertise your services in our Investors’ Marketplace and accept client trading assignments from multiple wealth managers.
- Deep stock availability, transparent stock loan rates, global reach, dedicated support and automated tools to simplify the financing process.
- The lowest margin rates, with rates starting at 0.75%*
- Access to the IB SmartRoutingSM system, which provides $0.47 per 100 shares price improvement vs. the industry.3
- Powerful trading technology and advanced trading tools to help you compete on speed, price and size on over 50+ markets in 18 countries and 14 currencies.
- Single, seamless platform with integrated OMS/EMS
- Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account.
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).
Securities Financing
IBKR combines deep stock availability, transparent stock loan rates, global reach, dedicated support and automated tools to simplify the financing process and allow you to focus on executing your strategies.
Trading Technology to Help Money Managers Succeed
Trading Platforms
Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
Order Types and Algos
100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
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.
Sophisticated Risk Management
Understand risk vs. returns with real-time market risk management and monitoring that provides a comprehensive measure of risk exposure across multiple asset classes around the world.
Fractional Trading
Buy or sell almost any US stock 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.
Advanced Trading Tools
Spot market opportunities, analyze results, manage your account and make informed decisions with our free advanced trading tools.
IBKR OMS: Your complete one-stop solution
Our IBKR OMS software integrates with our award winning EMS, the IBKR Trader Workstation (TWS).
This one-stop solution is perfect for institutions looking to reduce costs and improve productivity with a fully integrated OMS/EMS setup. Order management, trading, research and risk management, operations, reporting, compliance tools, clearing and execution – all are available as part of our complete platform. The IBKR OMS offers a robust and customizable order management platform that you can use within your current multi-broker setup. Route orders to your existing execution providers, and allocate pre- or post-trade to multiple custodians using the IBKR OMS platform. With over 40 years of industry experience, we can easily configure our robust technology to fit the complex needs of your business.
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
18
Countries
14
Currencies
Learn More
Explore our Global Offering
Interactive Brokers strives to provide the best deal on bonds by passing through to our clients the highest of all bids and lowest of all offers we receive from the electronic venues we access. We do not widen spreads, apply hidden fees or markup quotes.
The Mutual Fund Marketplace offers an extensive availability of mutual funds from around the world. Use our Mutual Fund Search Tool to search funds from more than 400 fund families and filter funds by country, fund family, transaction fee or fund type.
The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities from within Client Portal.
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.
Interactive Brokers Securities Japan is a subsidiary of Interactive Brokers Group.
Member of the
S&P 500
Nasdaq Listed: IBKR
$22.3B
Equity Capital*
73.5%
Privately Held*
$13.9B
Excess Regulatory Capital*
5.19M
Client Accounts*
4.82M
Daily Avg Revenue Trades*
IBKR Protection
*Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.
Reporting & Analytics
Powerful Reporting Solutions
Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account.
Statements
Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.
Learn More
Flex Queries
Create statement templates called Flex Queries, which let you customize your activity data at the most granular level and download in XML or text format.
Learn More
Downloadable Statements
Save your statements in PDF or Excel format, or download them to a variety of third-party formats such as Quicken, Tradelog or CapTools.
Learn More
Transaction Cost Analysis (TCA)
TCA tracks the quality of your orders' transaction prices versus market conditions either at the time the orders were submitted or after the trade executes.
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Tax Optimizer
Tax Optimizer lets you change your tax lot-matching method to optimize your gains and losses.
Learn MoreMoney Managers Account Structure
Account Structure
Professional Advisors often function as Wealth Managers, responsible for the gathering of customer assets while assigning separate Money Managers to execute and allocate trades among their multiple clients. Money Manager Accounts allow these designated traders to register as Money Managers and accept client trading assignments from Professional Advisors, then trade for multiple clients from a single order management interface.
Money Manager Structure Chart
Account Information
An individual or organization Registered Advisor that is hired on behalf of another advisor (Wealth Manager) to manage some or all of their clients money.
Money Managers do not add client accounts, fund client accounts, set client fees or set client trading permissions. Only the Wealth Manager (Financial Advisor) can perform these tasks.
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.
Open a Money Managers Account
For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at
(202) 371-8300.