Flexible Client Management for Advisors and Brokers

Advisor Portal

Combine database-driven client management with your own personal hub to manage your business.

Client Relationship Management Dashboard:

From a single point of access, manage your contacts through the entire lifecycle – from prospect to client.

  • Store, view and update information about your contacts.
  • Send online applications to onboard your contacts.
  • Manage your relationship with emails, notes, agendas, tasks, calendars and more.
  • Drill down to each individual client and set fees, view portfolios, and run reports.

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IBKR Client Risk Profile

A flexible risk scoring system to help you understand client risk tolerances and recommend client appropriate investments.

  • Assess client risk tolerance, need and capacity to find the right mix of investments for each client.
  • Our customizable questionnaire and scoring system lets you align the Profile with how you run your firm.
  • Full integration with TWS lets you quickly move from gathering information to investing client assets.

Submit a support ticket to our Financial Advisor Services team to enable this feature for your account.

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Client Application Services:

Fully electronic applications coupled with automated solutions allow us to simplify your onboarding process.

  • Apply online from responsive account management dashboard.
  • Develop your own customized account application experience with Application XML.
  • Migrate a client base of any size from an Excel workbook with Mass Upload.

To find out more contact us at: salesengineering@interactivebrokers.com

White Branding:

Display your own corporate identity in our account management system.

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Soft Dollar

Offset the costs of purchasing approved research products and services.

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