2020-04-01 Bloomberg Markets Magazine

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 – Supporting documentation for any claims and statistical information will be provided upon request. For additional
information see, ibkr.com/info [1] Lower investment costs will increase your overall return on investment, but lower costs do not guarantee that your investment will be profi table.
[2] IBKR Lite provides commission-free trades in US exchange-listed stocks and ETFs routed to select market makers. IBKR may charge non-commission related fees. For more
information, see ibkr.com/liteinfo

01-IB20-

TYPE INTB

FOR INSTITUTIONS

Turnkey Solutions for Registered Investment Advisors

Interactive Brokers turnkey solutions help advisors of any size build competitive

advantage, effi ciently manage their business and serve clients at lower cost.^1

IBKR does not compete against you. We off er transparent and low commissions, low fi nancing rates and

support for best price execution to help you minimize your costs to maximize returns.^1 Advisors on the IBKR

platform benefi t from:

O IBKR’s traditional, lowest cost pricing plan and our new

IBKR Lite pricing plan, which off ers $0 commissions on US

exchange-listed stock and ETF trades.^2

O Advisor Portal, our simple yet powerful CRM solution,

which 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 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 Onboarding support and multiple options for adding

clients and migrating to the IBKR platform.

O Advanced trading technology, including a pre-trade

allocation tool that lets you allocate block trades to multiple

clients with a single mouse click and a model marketplace

for simplifying the management of client assets.

O Global access to stocks, options, futures, forex, bonds

and funds, and support for clients from more than 200

countries and territories from a single integrated master

account.

O White brand statements, client registration and other

informational materials with your own organization’s

identity, including performance attribution reports created

by PortfolioAnalyst.

O Help from the IBKR Stock, Bond and Options Order Desk

on large or complex order. 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.