2020-04-01 Bloomberg Markets Magazine

(Jacob Rumans) #1
To fi nd out more, contact an
IBKR representative by calling toll-free

or by visiting:



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




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

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.
Free download pdf