Family Advisors

Manage, trade and report on multiple accounts from a single master account.

About US

The IBKR Advantage

IBKR is the Professional's Gateway to the World's Markets.

  • The lowest margin rates, with rates as low as 5.83%.1
  • Earn interest of up to 4.83% on instantly available USD cash balances
  • Our Stock Yield Enhancement Program lets you earn extra income on the fully-paid shares of stock held in your account
  • Invest in stocks, options, futures, currencies, bonds and more across 150 markets in 34 countries from a single unified platform
  • Fractional shares let you divide investments among more stocks to achieve a more diversified portfolio.
  • Powerful trading technology and advanced trading tools help you create and execute your trading strategies with ease from virtually any desktop or mobile device.

Professional Pricing – Maximize Your Returns

IBKR offers low trading fees3 and access to stocks, options, futures, currencies and bonds from a single unified platform. If an exchange provides a rebate, we pass some or all of the savings directly back to you.

Learn About Commissions

Margin rates up to 49% lower than the industry.4

Compare Margin Rates

Earn interest rates of up to USD 4.83% on instantly available cash.2

Compare Interest Rates

Earn extra income on your lendable shares.

See Stock Yield Enhancement Program Derivatives
Our process

Open Bank Accounts

01
Step

Fill In The
Required Form

02
Step

Submit All
Your Documents

03
Step

Get Your
Desire Account

Family Advisor Account Structure

A master account linked to individual client accounts.

  • The master account is used for fee collection and trade allocations (if permitted under relevant law and IBKR policy).
  • The advisor can open a single client account for his or her own trading.

Account Information

This account is for individuals to manage accounts for family members and family held investment vehicles or SMSFs where the master account holder is a member or trustee.

Must be 18 or older to open an account.

Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. See all available countries.

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