Broker Welcome Center
Broker Welcome Center
Brokers use IBKR’s turnkey solutions for trading, clearing, reporting, and billing – with no long-term contract required.
This page provides information and resources to help you configure and customize your account, onboard and manage clients, configure CRM, fund accounts, subscribe to market data, run reports, trade and more.
Getting Started
Broker Portal is our free and powerful client relationship management (CRM) platform for Brokers. Our web application serves as your one-stop destination to manage clients, check quotes and place trades, see account balances, P&L and key performance metrics, funding, reporting, and more. Portal is always available from the Login button on our website.
Configuring Your Account
User Access Rights
Once your account is approved and opened, your organization's security officer(s) can create and add users to an account and manage user access to account trading, reporting, funding, and settings, and configure client-specific access.
White Branding
Learn how to white brand your client statements, registration and other materials with your own organization’s identity, including branding on performance reports created by PortfolioAnalyst.
Client Relationship Management (CRM)
Client Relationship Management
Broker Portal offers an integrated suite of tools for managing the client acquisition and client relationship management lifecycle:
- Dashboard is a single point of access for quickly and easily managing client information.
- Manage your contacts for both your prospects and your clients.
- Implement flexible fee structures, automate fee administration and invoicing, and setup client fee templates to simplify fee administration.
- CRM Tools in Portal
Broker Portal also includes several other features:
- Link client accounts under a single username and password.
- You can opt to setup your CRM notes and email on Rackspace, a leading managed cloud solution provider.
- Use the Account Queries tool to search for accounts or information on accounts, using a variety of criteria such as account type, status, margin type, beneficiary information, etc.
- View all client activities, including the complete order history from initiation to execution and its routing sequence, with Enhanced Client Activity Monitor (eCAM).
- Broker Client Approval allows the broker’s Compliance team to approve new clients before IBKR does and approve Options permissions.
Client Applications
Client Account Applications
IBKR offers multiple options for adding or migrating clients to our platform, including a mass upload feature and support for customized client account applications using our application XML system.
- Mass Upload lets you upload multiple client accounts to our system using a single excel workbook.
- Brokers can use our application XML system to integrate with their own versions of the IBKR account application.
- Send email invitations to prospects to open an account.
- Client Account Templates let you use information you have collected about your prospects in the invitation you send them to complete an application. If you want to assist your client with the account application, our Semi-Electronic application allows Brokers to complete applications electronically on behalf of clients.
Account Funding
Client Account Funding
The Transfer & Pay menu in Broker Portal provides resources to let you transfer funds, transfer positions, check transaction status and history, submit withdrawals for both your master account and for your client accounts.
Our website provides an overview of funding methods available to clients.
Broker Client Markups
Broker Client Markups
Broker Client Markups allow Brokers to create a commission markup schedule so all client trades generate additional revenue for the Broker.
Introduction to Broker Client Fees
Broker Commission Markups
Interest Rate Markups
Invoicing
Performance & Statements
Performance & Statements
The Performance & Statements menu in Broker Portal provides access to PortfolioAnalyst®, standard Statements, Flex Queries, Tax Documents, a suite of Broker specific reports and more.
IB provides a variety of highly customized reports in various formats which can be accessed from Portal > Performance Reports. In addition to these reports, we also provide Introducing Brokers with the following Broker Exception Reports:
- Incoming Stock Transfer Report: A list of any securities transfers that were transferred into a client account from an external source.
- Small and Micro-Cap Trade Blotter: A list of trades done by IBroker client accounts where the share price was less than USD 5.00.
- Customer Information Change Report: A list of all informational changes the clients of an IBroker made on the previous day, including address changes.
- Top 40 Accounts: A list of top 40 IBroker clients with the largest PNL gains and commissions.
*Note this report is not currently generating and is being re-written - Cashier Transaction Blotter: A list of deposits and withdrawals for the IBroker client accounts.
- Foreign Bank Certification Review Report: A list of any client accounts that have declared themselves to be foreign banks.
- OFAC and World Check Reports: This includes checks against the global sources from OFAC and World Check, as well as OFAC and World Check Reports that have occurred and were processed in the last 21 days for each open cleared sub account of the IBroker master account.
- Account Information and CIP Opening Document Reports: The account information reports are accounts generated for any newly approved client of the IBroker that have been approved between the previous trading day and the day the report is run for. They do not cover existing client accounts that were approved before the IBroker signed up for the FINRA 4311 reports. Reports include information such as name, address, org info, etc. They include the basic account information, the entities on the account, TWS users with associated entities, and World Check/Equifax Checks if applicable. Opening CIP documents used for AML purposes are provided on the same schedule as the account information reports. These CIP documents if required for an account, may include copies of a driver’s license, passport, utility bills etc.
- Politically Exposed Clients: These reports show any sub accounts of the IBroker master account that are marked as PEP as determined by Compliance. Typically, if an account has an OFAC or World Check positive match for a PEP, Compliance will mark the account as such.
Account Security
Account Security
We are committed to protecting accounts from fraudulent practices. Brokers need to be authenticated with our Digital Security Card+.
iOS Tutorial:
Please note that Clients of Introducing Brokers can download the iOS Mobile App, however, Brokers do not have direct access to this tool.
Android Tutorial:
Please note that Clients of Introducing Brokers can download the Android Mobile App, however, Brokers do not have direct access to this tool.
Configuring Market Data
Market Data
Use the Settings menu in Broker Portal to manage your market data, research and news subscriptions. We provide real-time streaming market data for free or at the price we are charged by the exchange and offer access to dozens of free and premium market research and news providers.
Trade Your Account
Trading Platforms
A username and password provides access to our award-winning platforms that are powerful enough for professionals, but designed for everyone.
| Trading Platforms by Trading Experience | ||||||
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| Trading Platforms by Trading Experience | Beginner | Intermediate | Advanced | |||
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IBKR GlobalTrader
Mobile
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Client Portal
Web
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IBKR Mobile
Mobile
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Trader Workstation (TWS)*
Desktop
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IBKR APIs*
Desktop
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All platforms are available for broker's clients.
* Platforms available for broker master accounts.
IBKR GlobalTrader
Broker clients can easily trade global stocks, options and ETFs from a simplified interface from a mobile device.
IBKR GlobalTrader
Broker clients can easily trade global stocks, options and ETFs from a simplified interface from a mobile device.
Please note that Clients of Introducing Brokers can download the iOS & Android Mobile Apps, however, Brokers do not have direct access to this tool.
Portal
Brokers use Portal to manage client accounts. Clients use Portal to check quotes and place trades, see account balances, reporting and more.
Portal
Brokers use Portal to manage client accounts. Clients use Portal to check quotes and place trades, see account balances, reporting and more.
IBKR Mobile
Broker clients can easily trade and monitor their account on-the-go from an iOS or Android device (tablet or smartphone).
IBKR Mobile
Broker clients can easily trade and monitor their account on-the-go from an iOS or Android device (tablet or smartphone).
Please note that Clients of Introducing Brokers can download the iOS & Android Mobile Apps, however, Brokers do not have direct access to this tool.
Trader Workstation (TWS)
Our flagship desktop platform designed for active traders and investors who trade multiple products and require power and flexibility.
Trader Workstation (TWS)
Our flagship desktop platform designed for active traders and investors who trade multiple products and require power and flexibility.
TWS Layout/Customization Tutorial:
TWS Broker Setup Window Tutorial:
IBKR APIs
From easy-to-use Excel API to IBKR’s industrial strength FIX API, IBKR offers APIs for every experience level.
IBKR APIs
From easy-to-use Excel API to IBKR’s industrial strength FIX API, IBKR offers APIs for every experience level.
Other Features
Account Window
A configurable window in TWS for monitoring every aspect of your account activity.
Monitor Positions
The Monitor panel on the TWS houses your watch lists and your Portfolio page so you can quickly access a real-time view of your positions, P&L, liquidity, margin requirements, etc.
Rebalance Portfolio
Use the TWS Rebalance window to rebalance your portfolio based on the target percentages you enter.
Paper Trading Account
Use the full range of trading facilities in a simulated environment using real market conditions.
Investors' Marketplace
The Investors’ Marketplace lets brokers advertise their services to IBKR clients and connect with third party suppliers of technology, research, consulting and investment services. Our website provides an overview of funding methods available to clients.
PortfolioAnalyst
Use Portal to access PortfolioAnalyst, a comprehensive portfolio management tool that helps you quickly and easily consolidate clients’ financial information from any financial institution to gain a complete portfolio view, including assets held-away.
For information on other features, including Trade in Fractions, IBKR GlobalAnalyst, the Bonds Marketplace and Mutual Fund Marketplace, visit our Features in Focus webpage.
View All Features in FocusSupport Resources
Frequently Asked Questions
Looking for an answer? Browse our extensive inventory of frequently asked questions.
IBKR Campus
Learn about the tools, markets and technology available to you as a broker on the IBKR Platform. Stay on top of market events at Traders Insight, learn about programming at the Quant Blog, subscribe to our Podcast channel for interviews and audio articles covering the world of finance, or sign up for a complimentary webinar.
Global Product Offering
Invest globally in stocks, options, futures, currencies, bonds and funds from a single unified platform.
Margin Trading
IBKR offers margin rates from USD 5.33% - 6.33%, the lowest margin loan interest rates of any broker, according to the StockBrokers.com Online Broker Survey 2023 Read the full article.
Support for Institutions
Browse our support page for instructional videos, user guides, release notes and information on connecting with us.