Bloomberg Markets - 10.2019

To fi nd out more, contact an

IBKR representative by calling toll-free

855-861-

or by visiting:

ibkr.com/ria

FOR INSTITUTIONS

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC – [1] Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your
investment will be profi table. Supporting documentation for any claims and statistical information will be provided upon request. For additional information see, ibkr.com/info

08-IB19-

TYPE INTB

FOR INSTITUTIONS

Registered Investment Advisors

Interactive Brokers turnkey services help you build a competitive advantage,

effi ciently manage your business and serve your clients at lower cost.^1

Our complete and integrated advisor solutions include a free CRM and PortfolioAnalyst, IBKR’s portfolio

management system, as well as trading, client onboarding, clearing, reporting and billing for advisors of any

size, with no contract required. Our transparent low commissions and fi nancing rates and support for best

price execution help to minimize costs to maximize your return.

O Advisor Portal, our simple yet powerful CRM solution, is

free to use and lets you manage the full client acquisition

and client relationship lifecycle from any desktop or mobile

device.

O Flexible fee structures, including percent of net liquidation

value, blended or fl at fees, percent of P&L, performance

fee threshold and high-water marking. In addition,

automated client billing simplifi es the fee administration

and invoicing process.

O Enjoy free access to PortfolioAnalyst, our easy to use

tool for consolidating, tracking and analyzing clients’ total

fi nanancial health. Your clients can use PortfolioAnalyst

to link investment, checking, savings, annuity, credit card

and incentive plan accounts held at virtually any fi nancial

institution for a complete portfolio view.

O Access to IBKR’s advanced trading technology, including a

pre-trade allocation tool to allocate block trades to multiple

client accounts with a single mouse click.

O Build client centric investment strategies with access

to stocks, options, futures, forex, fi xed income and

more across 125 market centers in 31 countries and 22

currencies. Access market data 24 hours a day six days a

week to stay connected to all global markets.

O White brand statements, client registration and other

informational materials with your own organization’s

identity, including performance attribution reports created

by PortfolioAnalyst.

O Trade large or complex orders with the help of an

experienced broker on the IBKR Stock, Bond and Options

Order Desk. Broker-assisted trading is ideal when you are

away from your desk, need another set of eyes watching

your order or when electronic liquidity is insuffi cient.