Eligible individuals and entities (with or without IBKR accounts) can receive a flat-fee by referring eligible clients to IBKR.
Overview
Flat Fee-Based Referrer
As a Flat Fee-Based Referrer, you can refer clients to Interactive Brokers and earn a flat fee for each referred client who maintains an active IBKR account for one year.
Benefits
Flat Fee-Based Referrer
Log in to Account Management to send client invitations.
If you prefer, you can use a unique hyperlink to our referral client application for all referrals. Simply send yourself an invitation, and then send the link that you receive to applicants, or add the link to your website.
Who is Eligible?
Flat Fee-Based Referrer
Flat Fee-Based Referrers are:
Individuals who reside in any country EXCEPT Spain1.
You do not have to be a current IBKR client to qualify, but any current IBKR account holder with an Individual, Joint, Trust or IRA account is eligible to become a Flat Fee-Based Referrer.
IBKR account holders that are financial advisors or introducing brokers using IBKR's platform are NOT eligible to become Flat-Fee Based Referrers.
Clients referred by Flat Fee-Based Referrers can open any type of Interactive Brokers account, including Advisor accounts.
Restrictions
Flat Fee-Based Referrer
If you currently maintain an IBKR Advisor account, we will not accept your application. If you open an Advisor account with IBKR after you have been approved as a Flat Fee-Based Referrer, we will remove you from the program.
Payout Schedule
Flat Fee-Based Referrer
Flat Fee-Based Referrers earn payouts based on their country of residence.
Payouts2, 3 to Referrers in the United States are subject to the following rules:
Payouts2, 3 to referrers outside of the United States are subject to the following rules:
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Flat Fee-Based Referrer
Account Management for Referrers
Networking with friends, acquaintances, colleagues and customers is the key communication channel.