News @ IBKR - Volume 16

NEW TOOL

Find More Investment Opportunities Worldwide with GlobalAnalyst

GlobalAnalyst is designed for investors who are interested in international portfolio diversification. It helps you find new opportunities to diversify your portfolio and discover undervalued companies that may have greater growth potential.

Compare the relative value of global stocks by region, country, industry or individually, and display metrics in one of 27 currencies. Use GlobalAnalyst to analyze current market or financial metrics such as P/E/G ratio (PE divided by three-year compound earnings growth rate). PEGs below 1.0 suggest an undervalued company, while a value over 1.0 suggests an overvalued company.

In addition, you can use the Industries filter to search across any of 10 business sectors and apply filters by region, country, and market capitalization. Already have a short list of companies? Click Your Companies to enter up to 25 symbols of interest. Try GlobalAnalyst today!

Try GlobalAnalyst

The projections or other information generated by Interactive Brokers' GlobalAnalyst tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.

IMPORTANT: Corporate data is provided by third-parties, and Interactive Brokers makes no warranties as to the accuracy of that data. You should do your own due diligence prior to relying on any such data displayed in GlobalAnalyst.

IMPACT App

NEW TOOL

Sustainable Investing.
Simplified.

Use the IMPACT App to Find and Invest in Companies that Share your Values.

IMPACT is a patent pending mobile trading application designed to help investors align their investments with their values. The app's simple and intuitive design streamlines the sustainable investing process for any investor. Define your personal investment criteria from among 13 impact values, and then use IMPACT to score your portfolio and identify companies that are more aligned with your values.

IMPACT also includes a "Swap" feature that gives you the ability to swap positions in the same dollar amount from one security to another. With a tap, you can buy and sell securities simultaneously, based on the comparative impact scores of one company versus another.

Additional features include:

  • Charitable Giving: IBKR GIVE lets US clients align their IMPACT values with non-profit organizations and make cash donations directly from the app. Using a comprehensive directory of US charities and non-profit organizations from GuideStar by Candid, GIVE lets clients easily donate to a charity matching their values, or search for a non-profit of their choice.
  • Guided Investing Experience: IMPACT provides access to Socially Responsible Investment portfolios through Interactive Advisors, which was named "Best for Socially Responsible Investing" by Investopedia in 2021. IMPACT users who are interested in these ready-made portfolios will be directed to Interactive Advisors to open an account.
  • Access to Cryptocurrency: IMPACT investors also have access to cryptocurrency trading, which enables clients to trade and custody Bitcoin (BTC), Ethereum (ETH), Litecoin (LTC), and Bitcoin Cash (BCH) via Paxos Trust Company. This feature is only available to US clients.

As an Interactive Brokers client, you can download the app and immediately log in using your existing credentials. Make an impact – download IMPACT, show the app to your friends, and use the app to better align your portfolio with the kind of world you want to create!

Learn More

Download on the App Store

Get it on Google Play

The IMPACT application is a product of Interactive Brokers ("IBKR") that allows clients to generate analysis of their IBKR brokerage accounts using environmental, social, and governance ("ESG") data provided by unaffiliated third-party data providers along with proprietary in-house algorithms and trade and account data contained in IBKR's systems. For more information, please see the "Interactive Brokers Disclosure regarding Use of IMPACT Dashboard and IMPACT App."

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial.

Trading in digital assets, including cryptocurrencies, is especially risky and is only for individuals with a high risk tolerance and the financial ability to sustain losses. All trading and custody of digital assets is provided by Paxos Trust Company ("Paxos") in an account held in your name at Paxos. Digital assets held with Paxos are not protected by SIPC. Eligibility restrictions apply. For more information, please see ibkr.com/crypto.

INTERACTIVE BROKERS LLC IS A MEMBER OF NFA AND IS SUBJECT TO NFA'S REGULATORY OVERSIGHT AND EXAMINATIONS. HOWEVER, YOU SHOULD BE AWARE THAT NFA DOES NOT HAVE REGULATORY OVERSIGHT AUTHORITY OVER UNDERLYING OR SPOT VIRTUAL CURRENCY PRODUCTS OR TRANSACTIONS OR VIRTUAL CURRENCY EXCHANGES, CUSTODIANS OR MARKET.

GROWTH

Thomas Peterffy Presents at Goldman Sachs 2021 US Financial Services Conference

On December 7, 2021, Thomas Peterffy, Founder and Chairman of the Board of Directors at Interactive Brokers, reviewed Interactive Brokers’ continued growth at the Goldman Sachs US Financial Services conference. Highlights include:

  • Nearly 1.6 million client accounts as of September 30, 2021, a 57% growth from the previous year.
  • Highly automated processes, which allows us to clear and settle over 2.5 million trades per day, across multiple product classes and in multiple currencies, on over 135 market centers in 33 countries.
  • Recent enhancements and new products, including the IMPACT App, cryptocurrency trading and the elimination of monthly account inactivity fees.
The full presentation and a recorded version of the presentation are available for review on our investor relations website or via the links below.

View Presentation

Listen to Webcast

EXPANDED OFFERING

Trade Crypto for Less Coin

IBKR has expanded our Cryptocurrency product offering to Financial Advisors and their clients, Introducing Brokers and their fully-disclosed, direct clients, Hedge Funds, and Institutions who are clients of IBLLC. Trade Bitcoin (BTC), Bitcoin Cash (BCH), Ethereum (ETH) and Litecoin (LTC) with stocks, options, futures, spot currencies, bonds, gold and funds from a unified IBKR platform. Trade execution and custody are provided by Paxos Trust Company,1 but you can seamlessly access Cryptocurrency markets through your favorite IBKR trading application.

There are a few considerations for Financial Advisors:

  • Markups and allocations are currently unavailable for Crypto trading. However, IBKR is working on this functionality, and it will be provided by the end of the year. Until allocation functionality is in place, only direct allocation to a single account will be supported.
  • For your new clients, only fully electronic applications will have the ability to request Cryptocurrency permissions.
  • Advisors will need to request the capability to "Advise in Cryptocurrency" for their clients within their Advisor Portal. Please visit our FAQs for specific instructions on requesting the capability. Once approved for that capability, your client sub-accounts will be able to request Cryptocurrency trading permission from Client Portal. Each client sub-account must separately request Cryptocurrency permissions and sign the appropriate agreements before you can trade cryptocurrencies in that sub-account.
  • Advisor clients with conservative investment objectives, such as Preservation of Capital or Income, are limited to 5% of their account value in cryptocurrency, which will be enforced at the time of placing opening orders in Cryptocurrencies.
  • Due to the inherent risk in trading Cryptocurrency related products, clients of advisors will be notified directly after the first Cryptocurrency trade occurs in their account. In addition, new clients will be notified if their account is opened with Cryptocurrency capabilities.
  • Trading hours for cryptocurrencies are from 03:00 ET Sunday to 16:00 ET Friday. The regular trading session is from 00:00 to 16:00 ET, and the "late" trading session is from 16:00:01 to 00:00 ET. Trades occurring in the "late" session will appear on the next day's statement.
  • There are unique rules that apply to buy orders for cryptocurrency on IBKR platforms. Prices that are too far from the current best offer will not be accepted and Time in Force is limited to "immediate or cancel" or "minutes". Time in Force "minutes" means orders will be canceled after a set duration, which is currently 5 minutes.
  • Cryptocurrency trading is currently limited to US resident clients who have an individual or joint account.

In addition, there are a few considerations for Introducing Brokers, Hedge Funds and Institutions:

  • Trading hours for cryptocurrencies are from 03:00 ET Sunday to 16:00 ET Friday. The regular trading session is from 00:00 to 16:00 ET, and the "late" trading session is from 16:00:01 to 00:00 ET. Trades occurring in the "late" session will appear on the next day's statement.
  • There are unique rules that apply to buy orders for cryptocurrency on IBKR platforms. Prices that are too far from the current best offer will not be accepted and Time in Force is limited to "immediate or cancel" or "minutes". Time in Force "minutes" means orders will be canceled after a set duration, which is currently 5 minutes.

For additional information on the cryptocurrency product offering and how the product will work on the IBKR and PAXOS platforms, review our FAQ.

Learn More

[1] Trading in digital assets, including cryptocurrencies, is especially risky and is only for individuals with a high risk tolerance and the financial ability to sustain losses. All trading and custody of digital assets is provided by Paxos Trust Company ("Paxos") in an account held in your name at Paxos. Digital assets held with Paxos are not protected by SIPC. Eligibility restrictions apply. For more information, please see ibkr.com/crypto.

INTERACTIVE BROKERS LLC IS A MEMBER OF NFA AND IS SUBJECT TO NFA'S REGULATORY OVERSIGHT AND EXAMINATIONS. HOWEVER, YOU SHOULD BE AWARE THAT NFA DOES NOT HAVE REGULATORY OVERSIGHT AUTHORITY OVER UNDERLYING OR SPOT VIRTUAL CURRENCY PRODUCTS OR TRANSACTIONS OR VIRTUAL CURRENCY EXCHANGES, CUSTODIANS OR MARKETS.

Money Transfering from bank to account
Request for Payment Illustration

NEW TOOL

Interactive Brokers Introduces Request for Payment Service

US Clients Can Fund Accounts and Trade in Real-Time

Request for Payment, a real-time payment-related messaging service provided through The Clearing House Real-Time Payments (RTP) network, is being rolled out to US clients.

Request for Payment gives you the ability to make instant deposits 24/7 from your mobile banking app or other bank portal to fund your brokerage account. Funds deposited via Request for Payment are immediately available for trading.

Interactive Brokers is the first brokerage in the US to offer the Request for Payment service to select clients. We currently support deposits from J.P. Morgan Chase bank accounts. If you are a J.P. Morgan Chase client who would like to use Request for Payment to fund your brokerage account, click here.

We expect to expand the service to additional banks in the coming months.

User Guide

Learn More

Roth conversion funnel

REMINDER

Convert Traditional, Rollover or SEP IRA Accounts to a Roth IRA Account

Interactive Brokers now offers the option of converting full or partial balances in your Traditional, Rollover, or SEP IRA account to a Roth IRA account. In addition, when you convert your full IRA account balance to a Roth IRA, your IRA account remains open even if the IRA account balance is zero, as long as you maintain a Roth IRA with assets.

You can manually trigger this conversion by logging in to Client Portal, clicking the User menu (head/shoulders icon), selecting Account Settings, and clicking the Configure (gear) icon next to "IRA Conversion".

Learn More

view FAQs

Log In

Roth conversion funnel
IBKR Trading Platform

New Tools

New Features Added to IBKR Trading Platforms

We recently added functionality to Trader Workstation (TWS) and Client Portal to deliver a powerful and seamless trading experience across our platforms, whether you are trading from your desktop or on-the-go.

Client Portal
  • Quote Bar Icons: Just below the contract in Quote Details we show a collection of icons that provide at-a-glance information. Click the row of icons to see region and trading venue, required margin and Short Stock availability.
  • New Product: Support for trading Options on Futures (FOPs) added.
  • Exit Strategy: Easily set up an exit strategy for your orders using the Exit Strategy link at the bottom of the Order Ticket. Define a bracket order to capture profit (Profit Taker) and help minimize loss (Stop Loss). Use one or both orders and modify as needed.
  • Order Presets: Bracket order presets defined in TWS will be recognized when you use a bracket order in Client Portal.
Trader Workstation (TWS)
  • Improved Events Calendar: Use filters to view only companies in your portfolio and Watchlists, limit the events display to specific types, like corporate actions, corporate events, economic events, Econoday events and more. Or, turn off filters and see more. Use the Calendar widget to choose the view; see events for today, or view past and future events.
  • Trading Central Analytics: Trading Central content has been added to Fundamentals Explorer, providing more technical analytics to help you better identify trading opportunities. To access Trading Central Analytics, open Fundamentals Explorer and use the Analyst Ratings, Technical Insights and Value tabs.
  • Trade Worldwide: News feed now available in TWS.

Visit the Release Notes section of the Documentation page to find out more about recent enhancements.

ABOUT IBKR TRADING PLATFORMS

 

Portal

New Tools

New Portal Features for Advisors and Brokers

We recently added functionality to Advisor and Broker Portal to make it easier for you to manage your business.

  • Trade Directly from Portal: You can now create and place orders directly from Portal by using the Trade button.

    Advisor Portal User Guide
    Broker Portal User Guide
  • Client Report Delivery: Create custom statements, flex queries, and PortfolioAnalyst reports on behalf of clients and configure the reports to be delivered directly to the client's email address.

    Learn How
  • Expanded Data Queries: Drive engagement, uncover hidden client dynamics, spot niche opportunities, or develop "mass customization" capabilities by segmenting your client base.

    Advisor Portal User Guide
    Broker Portal User Guide
Please note that WebTrader was discontinued as of October 31, 2021.

If you were a user of WebTrader, please switch to Portal, IBKR Mobile or Trader Workstation.

Visit the Release Notes section of the Documentation page to find out more about recent enhancements.

EXPANDED OFFERING

PortfolioAnalyst

The New Standard for Portfolio Management Software and Account Aggregation

PortfolioAnalyst offers multi-custody solutions, advanced reporting, global support, benchmarks, risk metrics, GIPS® verified returns,1 and powerful on-the-go analytics. Whether you are new to trading, an advanced investor or a financial advisor, PortfolioAnalyst is free to use.

PortfolioAnalyst consolidates, tracks and analyzes your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current and historical financial state and plan for the future.

IBKR clients enjoy free, full access to PortfolioAnalyst's advanced features and receive real-time updates regarding their IBKR portfolio positions. Simply log in to Client Portal to access PortfolioAnalyst.

We recently released the following enhancements to PortfolioAnalyst:
  • Model Portfolios Have Arrived
    Performance analysis on individual and consolidated model portfolios is now available.

    Get started today:
    • Activate model portfolios in PortfolioAnalyst
    • Create custom model reports
    • Enable model reports for delivery
  • Client Report Bulk Delivery
    Advisors and brokers are now able to configure default and custom report delivery for all client accounts in bulk.
  • New Allocation and Performance by Region Report
    • Legacy report Allocation by Region has been replaced with our new Allocation and Performance by Region report.
    • The allocation section now offers amount and percent change over time. Δ represents change.
    • The performance section now offers MTM performance represented in amount and percent.
    • Changes apply to PDF and CSV.
  • New Configuration Tab
    • Create amount or percent target allocations for asset and sub-asset classes.
    • Custom benchmark configuration has been moved from the Reports tab to the Configuration tab.
  • New Allocation Goals Report
    • View your current vs. target asset and sub-asset class allocations for seamless portfolio rebalancing.
    • Changes apply to PDF and CSV.
  • Master External Account Access
    • External accounts no longer need to be added at the client level.
    • Advisors and brokers can now add external accounts. Account types include brokerage, bank, credit cards, annuities, incentive plans, mortgages, student loans, and more. Login with your master user, navigate to PortfolioAnalyst > External Accounts to leverage our multi-custody solutions.

Log In

Learn More

[1] In April 2021, PortfolioAnalyst was verified as calculating Time-Weighted Returns and Money-Weighted Returns in accordance with the Global Investment Performance Standards (GIPS®) calculation methodologies. GIPS was developed by the CFA Institute, is used by investment management firms around the world, and establishes standards for investment performance, making it easier for you to compare firms and make more informed investment decisions.

GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

NEW PRODUCTS

New Products Available on the IBKR Platform

Americas

CME Group

CME Group

NYMEX/Comex
Cbot

The Small Exchange

The Small Exchange is offering a limited number of complimentary lifetime subscriptions to the exchange. Subscribers benefit from reduced exchange transaction fees that are historically reserved for large institutions and exclusive market analysis. Visit the Small Exchange Subscriber Portal to learn more and claim your subscription.

ICE

EMEA

Eurex

APAC

HKEX

HKEX

View Product Listings

NEW SERVICES

New Funds and Fund Families
Available at the Mutual Funds Marketplace

The Interactive Brokers Mutual Funds Marketplace provides clients from over 200 countries and territories with access to more than 45,000 funds from 475 fund families, including Allianz, American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, MFS and PIMCO.

Unlike most firms, IBKR never charges a custody fee. In addition, we offer over 7,700 funds with no transaction fees and low, transparent commissions. Inside the US, commissions are the lesser of USD 14.95 or 3% of trade value, while fee funds outside the US are EUR 4.95 (or equivalent).

To help provide you with a broad selection of funds, we recently added the following fund families to the Marketplace:

Global Fund Families
  • Andbank Asset Management
  • Baillie Gifford & Co. Ltd.
  • Credit Suisse Funds
  • DNCA Finance
  • Edmond de Rothschild Europe
  • First Sentier
  • FISCH AM (LU)
  • FundPartner Solutions
  • GaveKal (IE)
  • Guinness Atkinson Funds
  • Henderson Management (LU)
  • IFSL (IE)
  • Kotak Mahindra Bank Ltd.
  • Man Asset Management
  • Pareturn (LU)
  • RWC Partners
US Fund Families
  • Ariel Funds
  • Axonic Funds
  • Easterly Funds Trust
  • Kayne Anderson Funds
  • Sphere Funds
  • Stone Ridge Funds
  • Value Line Funds

In February 2021, Benzinga recognized Interactive Brokers as the Best Broker for Mutual Funds. Visit the Mutual Funds Marketplace to learn why.

Learn More

Launch Mutual Fund Search Tool

Bond Scanner

New Products

Find Your Next Opportunity at the Bonds Marketplace

Search for the best yields from a vast universe of bonds from issuers in the Americas, Europe and Asia in our Bonds Marketplace. IBKR provides direct market access at a low cost to a wide array of corporate, government and municipal securities. Our clients get the best bids and offers with low, transparent commissions and no hidden mark-ups.

Browse availability with our Bond Search Tool and:

  • Use filters like Maturity Date to find and invest in companies that suit your strategy. Plot results based on Yield to Worst and Duration to dive deep and compare issuers.
  • Easily place orders by copying your results into a watchlist or exporting your list.
  • Save your scan and run it again at any time if you need to find other similar bonds.

39,000+

Global Corporate Bonds

19,000+

US CDs

1,300+

US Treasuries

1,000,000+

US Municipal Bonds

2,800+

Non-US Sovereign Bonds

In February 2021, Benzinga recognized Interactive Brokers as the Best Broker for Bonds. Visit the Bonds Marketplace to learn why.

Learn More

Launch Bond Search Tool

EXPANDED OFFERING

Additional News and Research Providers Available on the IBKR Platform

Our clients enjoy access to dozens of free and premium market research and news providers. New providers include:

MacroRisk Logo

MacroRisk Analytics was created by a group of veteran Economics and Finance PhDs who have published extensive academic research explaining the foundations and evidence supporting their model. They also have over 10 patents that cover their methodology. MacroRisk Analytics is a two-time winner of the William F. Sharpe Indexing Achievement Award, given at the Global Indexing & ETFs conference, sponsored by IMN and Euromoney Institutional Investor PLC. MacroRisk Analytics research reports are provided via their MacroRisk Research service.

The Economy Matters Research Reports:

  • The Economy Matters research reports provide a scientifically tested methodology for measuring the economy’s influence on investment prices, including 30,000 stocks, mutual funds, and ETFs. The Economy Matters tools help investors reduce their economic risk exposure, while also identifying opportunity in the current economic climate.

The Economy Matters Research Report Previews:

  • Provides executive summaries on each of The Economy Matters Research Report.

To subscribe to MacroRisk Analytics, log in to Client Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.

Subscribe

Visit Website

QuantConnect Logo

QuantConnect is a leading algorithmic trading platform, with 10 years of experience and more than 8 million algorithms designed by its 160,000 strong quantitative community. Its cloud provides terabytes of free historical financial and fundamental data to test your strategies.

Available Products:

  • QuantConnect – Research Pack
  • QuantConnect – Trading Pack

To subscribe to QuantConnect, log in to Client Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.

Subscribe

Visit Website

trade ideas Securities Group Logo

Trade Ideas is a cloud-based AI stock market analysis platform. Trade Ideas’ AI watches every stock and ETF in real-time to identify opportunities everyone else is missing.

Available Products:

  • Trade Ideas Pro – Standard
  • Trade Ideas Pro – Premium
    Includes decision analytics, themed channels, charts, alerts, simulated trading, and specific AI channels.

To subscribe to Trade Ideas, log in to Client Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.

Subscribe

Visit Website

Coming Soon
Quantum Research Group Logo

Quantum focuses on emerging growth public companies that are seeking detailed equity analysis and extensive distribution aimed at the investment community. Quantum has a strong proven track record in the fields of Biotechnology/Pharma, Technology, Telecommunication, Media/News, Transportation, Insurance and Fintech.

Quantum Research is a complimentary service.

Visit Website

More Reasons Than Ever to Visit

IBKR Campus is your one-stop destination for learning about the markets, products and tools available to you at Interactive Brokers, while improving your understanding of current events and financial technology.

Students at computers
Traders' Academy Logo

Traders' Academy offers more than 50 courses on investment products, IBKR trading tools, portfolio and risk analysis, investment analysis, APIs, advisor tools and taxes.

Trading Crypto
During the past decade, so-called cryptocurrencies have risen in prominence to become an asset class with significant momentum. Use this course to learn more about cryptocurrencies and trading the asset class within TWS.

Updated Courses:

IBKR Webinars Logo

Watch, listen and learn about current market topics, IBKR tools and more by participating in any of our free webinars or browsing our extensive offering of recorded webinars.

Traders' Insight Logo

Watch or read market commentary and analysis from more than 90 industry sources, including IBKR's Chief Strategist Steve Sosnick and Senior Analyst Steven Levine.

Traders' Insight Logo

A free online resource for educators looking to blend finance or computer science classwork with real-world trading experiences.

IBKR Quant Logo

A blog for quantitative professionals with an interest in programming, deep learning, IBKR API, AI, Blockchain and other transformative technologies influencing modern markets.

Connect with IBKR on Facebook, Twitter, LinkedIn or YouTube
Traders' Insight:
IBKR Quant:
Student Trading Lab:
Corporate:
2022 Calendar App

New Products

2022 Trading Calendar

International Trading Calendar Holiday and Expirations HTML App

Our calendar displays exchange holidays and contract expiration dates for the major exchanges and products around the world. Use the HTML Calendar App on your desktop, laptop, tablet or mobile device.

View the Calendar App

 

IBKR AWARDS 2021

IBKR Accolades

Interactive Brokers received industry-wide recognition for its low costs, global product selection and premium trading technology during 2021.

StockBrokers.com - Best in Class Overall

  • 5 out of 5 stars Overall
  • #1 for Professionals
  • #1 New Tool
  • #1 for Offering of Investments
  • #1 International Trading
  • #1 Futures Trading

Read the Full Article

ForexBrokers.com Annual Review

  • 4.5 out of 5 stars Overall
  • 5 stars Offering of Investments
  • 4.5 stars Commissions & Fees
  • 4.5 stars Platform & Tools
  • 4.5 stars Research

Read the Full Article

Preqin Annual Review

  • Featured as a Top Hedge Fund Prime Broker
  • Featured as a Top Hedge Fund Custodian

Recognized as Best Online Broker

Interactive Brokers was recognized by Benzinga as Best Online Broker for Bonds and Best Online Broker for Mutual Funds

  • Best Online Broker for Bonds
  • Best Online Broker for Mutual Funds

Read the Full BONDS Article

Read the Full MUTUal Funds Article

Stocks & Commodities Readers' Choice Awards

  • Winner 2021 Stock Brokerage
  • Winner 2021 Futures Brokerage
  • Winner 2021 Forex Brokerage

View All Awards

Margin borrowing is only for sophisticated investors with high risk tolerance. You may lose more than your initial investment.

Supporting documentation for any claims and statistical information will be provided upon request.

Options and Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading options read the “Characteristics and Risks of Standardized Options”. Before trading futures, please read the CFTC Risk Disclosure. Copies of these disclosures are available here.

Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.