Educational Resources
Integrated Education for Advisors and Investors
Learn, Connect, and Grow with IBKR
Strengthen your practice with ongoing education and a community of peers. IBKR gives advisors access to deep learning resources, live expert sessions, and client-ready content that helps you stay ahead on markets, compliance, and portfolio management.
Educational Resources
Build your expertise with on-demand courses, videos, and articles covering markets, trading tools, compliance, and advisor workflows.
Attend live webinars led by industry experts, IBKR specialists, and third-party educators to stay up to date on products, rules, and best practices.
Connect with other advisors to share insights, discuss challenges, and learn how peers are using IBKR's technology to grow their firms.
Publish customizable, client-facing websites with educational content, videos, and reporting links so clients stay engaged and informed.
White brand statements, client registration and other informational materials with your own organization's identity, including performance reports created by PortfolioAnalyst.
Access periodic research, commentary, and event recaps that help advisors interpret market trends and communicate clearly with clients.
Read timely, expert market commentary and actionable analysis across global asset classes, enabling them to make informed decisions and deliver greater value to clients.
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Built on Strength.
Designed for Advisors.
Your firm depends on a custodian that protects client assets and supports operational scale. Interactive Brokers combines financial strength, global reach, and professional-grade technology to help advisors operate with confidence.
Financial Strength and Stability
Interactive Brokers Group brings over four decades of experience and strong equity capital. Publicly traded on Nasdaq (ticker: IBKR), the firm operates with audited transparency, a conservative balance sheet, and disciplined risk management designed to withstand market stress.
Global Scale with Trusted Reach
With more than 4 million client accounts and average daily volumes exceeding 3.5 million trades, Interactive Brokers is one of the world’s largest electronic brokers, supporting advisors and institutions globally with access to more than 170+ markets.
Client Asset Protection
Client assets are held in segregated custody in accordance with regulatory requirements. In the U.S., IBKR is a member of SIPC, providing protection up to $500,000, including $250,000 for cash, with additional coverage through Lloyd’s of London, subject to policy terms.
Professional Technology and Reliability
IBKR’s infrastructure is built for advisors who require speed, reliability, and scale. Continuous investment in systems resilience and cybersecurity helps protect client data while supporting seamless execution and accurate reporting.
Regulatory Oversight and Transparency
Interactive Brokers is regulated by leading authorities worldwide, including the SEC, CFTC, and FINRA. This global oversight reinforces a commitment to compliance, transparency, and high standards of conduct.
Execution Quality
IBKR BestX helps RIAs pursue price improvement and minimize market impact through intelligent, real-time routing across venues, supporting fiduciary best-execution obligations.
Advisor Account Details
Get Started
Open a Registered Investment Advisor Account
Our Advisor accounts let Professional Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs) execute and allocate trades among multiple clients from a single order management interface.