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advisor portal client relationship management

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.

Learn About CRM

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.

Learn About White Branding

Soft Dollar

Offset the costs of purchasing approved research products and services.

Learn About Our Soft Dollars Commission Program