Interactive Brokers Fully Disclosed Broker

Peringkat broker opsi biner:

Broker

Our complete turnkey solution provides trading, clearing, reporting and billing for brokers of any size, with no long-term contract required

Unique Technology for Broker/Dealers and Introducing Brokers

From sophisticated client order management and comprehensive compliance support to advanced client risk management and performance analysis, our Broker accounts are designed to make your business more efficient. In this demanding regulatory environment, our automated technology and low costs free you to focus on what you do best – serve your customers.

Flexible Client Management

Our client account application options and integrated client management system meet the needs of brokers of all sizes.

Client Account Applications

We offer a variety of client account application methods:

Fully- and semi-electronic applications
Mass upload
White-branded applications
Application XML

Client Account Management

We offer a variety of client account application methods:

Fully- and semi-electronic applications
Dashboard
White-branded Account Management

User Access Rights

Enhanced user access and account jurisdiction functionality is available with a broker account.

Designate one or more Security Officers for the master account who can create or modify user access rights.
Designate roles by function (trading, reporting, funding, client management, etc.) or account.
Up to 250 users can be designated for the master account.

Simple Administration of Client Markups

Commission Markups
  • Charge clients for services rendered based on a fee-per-trade unit for each asset class, exchange and currency (1). The trade unit is determined by the unit IBKR uses for its commissions charges and can be on a per share, per contract, or % of trade value basis.
  • Client fee schedules can be applied to accounts individually or can be stored in templates. Easily maintain different fee schedules for multiple client accounts.
Interest Markups and Markdowns
  • Mark down credit and short proceeds credit interest and mark up debit interest. Markups and markdowns are entered as %s with 8 fields available for input.
  • Charge markups to clients based on IBKR stock borrow rates, entered as a variable or fixed percentage of our borrow rate. You can enter both types of markups and our system will apply the markup rate that results in the larger total amount.
Electronic Invoicing
  • Automated electronic invoicing lets you submit client fee invoices in Account Management.
  • Set maximum invoicing amounts or percentage caps.
  • Meet your compliance obligations by notifying your clients of advisory fee details.
Caps & Limitations
  • Client markups by introducing brokers are limited to 15 times IBKR’s highest tiered rate plus external fees.
  • For US stocks, the highest tiered rate would be USD 0.0035 per share. USD-denominated bonds are subject to a separate cap on markups. US option markups are limited to 10% of trade value.
  • Limits are subject to change, and specific products may have an additional limit in place.
  • No markups are applied if the client calls IBKR to close a trade.
2020 Winner
“Best Broker-Dealer Client Services”
2020 Winner
“Best Mobile Application/ Remote Working”
Rated #1 – Best Online Broker and
a Top Online Broker for Ten Consecutive Years! 1
Winner 2020
“Best Prime Broker – Technology”.

Innovative Technology

We’ve been building trading technology
that provides competitive pricing, speed, size, diversity of global products and advanced trading tools to our clients for 42 years.
Trading Platforms

Our trading platforms have been designed with the professional trader in mind:

  • Optimize your trading speed and efficiency with our market maker-designed Trader Workstation (TWS).
  • Trade your IBKR account on-the-go from just about any mobile device with mobileTWS.
  • Use our HTML-based WebTrader, a clean and simple interface that works from behind a firewall.
Advanced Trading Tools

Our suite of Option Labs and advanced trading tools offer support to help you discover and implement optimal trading strategies. For example, our Probability Lab offers a practical way to think about options without the complicated mathematics, and the Option Strategy Lab lets you create simple and complex multi-leg option orders based on your own price and volatility forecast.

Order Types and Algos

Trader Workstation (TWS) supports over 60 order types, from the most basic limit order to advanced trading to the most complex algorithmic trading, to help you execute a wide variety of trading strategies.

Peringkat broker opsi biner:
API and FIX/CTCI Solutions

Our proprietary API and FIX CTCI solutions let institutions create their own automated rule-based trading system that takes advantage of our high-speed order routing and broad market depth.

Sophisticated Risk Management

Real-time market-risk management and real-time monitoring provide a comprehensive measure of risk exposure across multiple asset classes around the globe and real-time data that gives you the edge you need to react quickly to the markets.

Securities Financing

From trade date to settlement date, our Securities Financing solutions provide depth of availability, transparent rates, global reach and automated lending and borrowing tools to professional traders.

Comprehensive Reporting

Our statements and reports cover real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis, tax optimization and a variety of other supplemental reports.

Integrated Solutions

IBKR’s Order Management System (OMS) makes it easy to submit, stage, manage and track client orders whether they are received electronically via FIX, input directly by traders or placed over the phone.

Lower Your Costs to Maximize Your Return

Our transparent, low commissions and financing rates, and support for best price executions
minimize your costs to help you maximize your returns.
Generate Higher Returns

Lower commissions, no ticket charges; no minimums; and no technology, software, platform, or reporting fees. Low financing rates, and higher loan values on portfolio margin accounts over $100K.

Support for Best Price Execution

Most brokers trade against your orders or sell them to others to execute who will trade against them. The resulting poor execution probably costs you more than the commission you pay. IB SmartRouting SM continuously searches and reroutes to the best available prices for stocks, options and combinations.

Which Plan is Best for You?

US Exchange-Listed Stocks / ETFs

Other Stocks / ETFs

Interest Paid on Idle Cash Balances 3

Interest Charged for Margin Loan

US Retail Investors 5

Institutional Accounts 6

Introducing Brokers 9,10,11

Stock Yield Enhancement Program

FDIC Promontory Program

Market Data – US Listed Stock/ETFs

Market Data – Other Products

Outside Regular Trading Hours 12

Trader Workstation (TWS)

IBKR Web Trader

Condition Orders &
Advanced Order Types

Mutual Fund / ETF Replicator

Risk Navigator SM

  1. IBKR Lite is meant for retail investors, including financial advisors trading on behalf of their retail clients. IBKR reserves the right to reject any IBKR Lite order or series of orders if IBKR determines the order(s) appear to show non-retail trading behavior. At the time an order is rejected, the client will be automatically presented the option to resubmit the rejected order on a Fixed commission basis.
  2. Where available in North America.
  3. Accounts with a NAV of less than USD 100,000 (or equivalent) will be paid at a rate proportional to accounts with a NAV of USD 100,000 (or equivalent) or more. The proportion is determined by the ratio of the account’s NAV to USD 100,000 (or equivalent). This does not apply to currencies with negative interest rates, where the negative rate applied will be the same regardless of account size. See ibkr.com/interest for details.
  4. For more information, see ibkr.com/interest
  5. US Retail Investors includes individuals, joint, UGMA/UTMA, retirement and trust accounts.
    1. Standalone trust accounts with legal entity trustees are not eligible for IBKR Lite
  6. Institutional Accounts are defined as any hedge funds, proprietary trading group or organizational type accounts
  7. Advisors include all registered financial advisors, non-registered financial advisors, and Friends and Family advisors.
  8. To be eligible for IBKR Lite , advisors must be US domiciled and must have:
    1. Less than 15% of client accounts outside the US
    2. Less than 15% of client equity outside the US
    3. Less than 15% of client accounts as organization accounts
    4. No client accounts from Israel
    5. No partitioned client accounts
    6. No Separate Trading Limits (Proprietary Trading) accounts
  9. Introducing Brokers includes all Fully Disclosed and Non Disclosed accounts.
  10. Introducing Brokers require special approval from IBKR before opening an IBKR Lite account. Introducing Brokers cannot have both IBKR Lite and IBKR Pro clients under the same account structure. Separate accounts structures are required to facilitate.
  11. Introducing Brokers on the IBKR Lite plan cannot support the follow ing type of client sub accounts:
    1. Israel is the country of legal residence of the account holder
    2. Partitioned client accounts
    3. Three-tier hierarchies (no advisor or STL proprietary trading accounts)
    4. OMS clients
  12. Regular trading hours for IBKR Lite and IBKR Pro are 09:30 – 16:00. Market orders placed prior to regular trading hours will be treated as MarketOnOpen orders and count towards client threshold.
  13. OnClose or OnOpen US listed stock orders are free for IBKR Lite clients so long as the order does not exceed 10% of an account’s monthly US stock trading volume, otherwise your account will be charged USD 0.005 per share.
  • * Excludes pink sheet data.
  • **Trader Workstation (TWS) is not available to IBKR Lite Broker Clients.
  • † Fees may apply.

We understand your investment needs change over time. You can switch between the IBKR Lite and IBKR Pro plan at any time. Your first three reclassifications are processed on a daily basis while subsequent reclassifications happen on a quarterly basis.

Investors’ Marketplace

Investors and clients can meet and interact with third-party service providers to connect and conduct business.

business dev
services

  • Individual traders and investors, financial advisors, fund managers and third-party service providers can meet and do business together.
  • Search the marketplace and connect to a variety of service providers, including advisors, hedge funds, research analysts, business developers and administrators.
  • Advertise your own third-party services to individual and institutional users worldwide.
  • Free to advertise and search, the Investors’ Marketplace is
    open to everyone.

Your Gateway to the World’s Markets

Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account.

135 Markets

33 Countries

23 Currencies

Access market data 24 hours a day and six days a week to stay
connected to all global markets.

Convert currencies at market determined rates as low as 1/10 of a basis point, or create a position collateralized by a non-native currency.

Fund your account in multiple currencies. Trade assets denominated in multiple currencies from a single account.

Financial Strength and Stability

Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.

Interactive Brokers Group (IBG LLC) equity capital exceeds $8.1 billion, over $6.0 billion in excess of regulatory requirements. 1 18.5% of IBG LLC is owned by the publicly traded company, Interactive Brokers Group, Inc. and the remaining 81.5% is owned by our employees and affiliates.

Unlike other firms, where management owns a small share, we participate substantially in the downside just as much as in the upside which makes us run our business conservatively.

  1. Includes Interactive Brokers Group and its affiliates.

Open an Account

Broker accounts at Interactive Brokers give global regulated brokerage companies the means to reduce their operational, brokerage and clearing costs while providing electronic market access worldwide with our professional white branded trading technology.

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. Click here for a list of available countries.

We Offer Three Different Broker Account Structures — Compare the Benefits View PDF

Account Information

Fully Disclosed Brokers provide their clients with customer service and marketing. Broker clients can electronically trade or the broker may input trades for the client.

Clients open accounts electronically.

Fully Disclosed Brokers can create multiple tier accounts by adding Registered Advisor, unregistered Friends and Family Advisor, Proprietary Trading Group Separate Trading Limit (STL) and Multiple Hedge Fund master accounts to their broker account structure. Each Advisor, Proprietary Trading STL and Multiple Hedge Fund master account holder can add client, sub and hedge fund accounts as required.

Brokers can trade for themselves in the Proprietary Account for Broker-Dealers.

All fees, commission and interest owed to the broker are first sent to the broker’s Master account and then swept nightly to the Proprietary Account for Broker-Dealers.

Fully Disclosed Broker Account Structure

A master account linked to an individual or organization client accounts.

Account Information

Non-Disclosed Brokers provide their clients with customer service, marketing, a registration process, and cashiering functions. Broker clients can electronically trade or the broker may input trades for the client.

Brokers configure client accounts based on information provided during the application process.

Broker users deposit all funds in the Master account and transfer funds between the Master and client accounts.

For Non-US Brokers not registered with the US Internal Revenue Service as a QI, you are required to collect limited information from your clients for US tax reporting purposes. In addition, you are also required to collect limited information for market data providers. However, IB remains anonymous to your clients.

Brokers can trade for themselves in the Proprietary Account for Broker-Dealers.

All fees, commission and interest owed to the broker are first sent to the broker’s Master account and then swept nightly to the Proprietary Account for Broker-Dealers.

Non-Disclosed Broker Account Structure

A master account linked to an individual or organization client accounts. Clients must sign disclosures with the Non-Disclosed Broker.

Account Information

Omnibus Brokers provide their clients with customer service, marketing, a registration process, cashiering functions, trade entry, and individual client account record keeping. All trades are combined in a consolidated account, and the broker must enter all client trades.

Omnibus Brokers indicate buy or sell and open or close flags on each trade. Based on this indicator, the trade is placed in the proper long or short account.

Clients do not have access to electronic trading or Account Management functions.

Omnibus Brokers deposit all funds in the Master account for trading.

Omnibus Broker accounts can trade securities products only. They cannot trade commodities products.

A non-US Omnibus broker must be registered with the U.S. IRS as a Qualified Intermediary.

Omnibus Broker Account Structure

A master account with a linked long account a linked short account.

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300.

  1. For more info, see ibkr.com/compare.

Interactive Brokers ®, IB SM , InteractiveBrokers.com ®, Interactive Analytics ®, IB Options Analytics SM , IB SmartRouting SM , PortfolioAnalyst ®, IB Trader Workstation SM and One World, One Account SM are service marks and/or trademarks of Interactive Brokers LLC. Supporting documentation for any claims and statistical information will be provided upon request. Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

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

Broker

Our complete turnkey solution provides trading, clearing, reporting and billing for brokers of any size, with no long-term contract required

Unique Technology for Broker/Dealers and Introducing Brokers

From sophisticated client order management and comprehensive compliance support to advanced client risk management and performance analysis, our Broker accounts are designed to make your business more efficient. In this demanding regulatory environment, our automated technology and low costs free you to focus on what you do best – serve your customers.

Flexible Client Management

Our client account application options and integrated client management system meet the needs of brokers of all sizes.

Client Account Applications

We offer a variety of client account application methods:

Fully- and semi-electronic applications
Mass upload
White-branded applications
Application XML

Client Account Management

We offer a variety of client account application methods:

Fully- and semi-electronic applications
Dashboard
White-branded Account Management

User Access Rights

Enhanced user access and account jurisdiction functionality is available with a broker account.

Designate one or more Security Officers for the master account who can create or modify user access rights.
Designate roles by function (trading, reporting, funding, client management, etc.) or account.
Up to 250 users can be designated for the master account.

Simple Administration of Client Markups

Commission Markups
  • Charge clients for services rendered based on a fee-per-trade unit for each asset class, exchange and currency (1). The trade unit is determined by the unit IBKR uses for its commissions charges and can be on a per share, per contract, or % of trade value basis.
  • Client fee schedules can be applied to accounts individually or can be stored in templates. Easily maintain different fee schedules for multiple client accounts.
Interest Markups and Markdowns
  • Mark down credit and short proceeds credit interest and mark up debit interest. Markups and markdowns are entered as %s with 8 fields available for input.
  • Charge markups to clients based on IBKR stock borrow rates, entered as a variable or fixed percentage of our borrow rate. You can enter both types of markups and our system will apply the markup rate that results in the larger total amount.
Electronic Invoicing
  • Automated electronic invoicing lets you submit client fee invoices in Account Management.
  • Set maximum invoicing amounts or percentage caps.
  • Meet your compliance obligations by notifying your clients of advisory fee details.
Caps & Limitations
  • Client markups by introducing brokers are limited to 15 times IBKR’s highest tiered rate plus external fees.
  • For US stocks, the highest tiered rate would be USD 0.0035 per share. USD-denominated bonds are subject to a separate cap on markups. US option markups are limited to 10% of trade value.
  • Limits are subject to change, and specific products may have an additional limit in place.
  • No markups are applied if the client calls IBKR to close a trade.
2020 Winner
“Best Broker-Dealer Futures”
2020 Winner
“Best Mobile Application/ Remote Working”
Rated #1 – Best Online Broker and
a Top Online Broker for Ten Consecutive Years! 1
Winner 2020
“Best Prime Broker – Technology”.

Innovative Technology

We’ve been building trading technology
that provides competitive pricing, speed, size, diversity of global products and advanced trading tools to our clients for 42 years.
Trading Platforms

Our trading platforms have been designed with the professional trader in mind:

  • Optimize your trading speed and efficiency with our market maker-designed Trader Workstation (TWS).
  • Trade your IBKR account on-the-go from just about any mobile device with mobileTWS.
  • Use our HTML-based WebTrader, a clean and simple interface that works from behind a firewall.
Advanced Trading Tools

Our suite of Option Labs and advanced trading tools offer support to help you discover and implement optimal trading strategies. For example, our Probability Lab offers a practical way to think about options without the complicated mathematics, and the Option Strategy Lab lets you create simple and complex multi-leg option orders based on your own price and volatility forecast.

Order Types and Algos

Trader Workstation (TWS) supports over 60 order types, from the most basic limit order to advanced trading to the most complex algorithmic trading, to help you execute a wide variety of trading strategies.

API and FIX/CTCI Solutions

Our proprietary API and FIX CTCI solutions let institutions create their own automated rule-based trading system that takes advantage of our high-speed order routing and broad market depth.

Sophisticated Risk Management

Real-time market-risk management and real-time monitoring provide a comprehensive measure of risk exposure across multiple asset classes around the globe and real-time data that gives you the edge you need to react quickly to the markets.

Securities Financing

From trade date to settlement date, our Securities Financing solutions provide depth of availability, transparent rates, global reach and automated lending and borrowing tools to professional traders.

Comprehensive Reporting

Our statements and reports cover real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis, tax optimization and a variety of other supplemental reports.

Integrated Solutions

IBKR’s Order Management System (OMS) makes it easy to submit, stage, manage and track client orders whether they are received electronically via FIX, input directly by traders or placed over the phone.

Lower Your Costs to Maximize Your Return

Our transparent, low commissions and financing rates, and best price executions minimize your costs to help you maximize your returns.
Generate Higher Returns

Lower commissions, no ticket charges; no minimums; and no technology, software, platform, or reporting fees. Low financing rates, and higher loan values on portfolio margin accounts over $100K.

Best Price Execution

Most brokers trade against your orders or sell them to others to execute who will trade against them. The resulting poor execution probably costs you more than the commission you pay. IB SmartRouting SM continuously searches and reroutes to the best available prices for stocks, options and combinations.

Investors’ Marketplace

Investors and clients can meet and interact with third-party service providers to connect and conduct business.
  • Individual traders and investors, financial advisors, fund managers and third-party service providers can meet and do business together.
  • Search the marketplace and connect to a variety of service providers, including advisors, hedge funds, research analysts, business developers and administrators.
  • Advertise your own third-party services to individual and institutional users worldwide.
  • Free to advertise and search, the Investors’ Marketplace is
    open to everyone.

Your Gateway to the World’s Markets

Invest globally in stocks, options, futures,
currencies, bonds and funds from a single integrated account.

135 Markets

33 Countries

23 Currencies

Access market data 24 hours a day and six days a week to stay
connected to all global markets.

Convert currencies at market determined rates as low as 1/10 of a basis point, or create a position collateralized by a non-native currency.

Fund your account in multiple currencies. Trade assets denominated in multiple currencies from a single account.

Financial Strength and Stability

Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.

Interactive Brokers Group (IBG LLC) equity capital exceeds $8.1 billion, over $6.0 billion in excess of regulatory requirements. 1 18.5% of IBG LLC is owned by the publicly traded company, Interactive Brokers Group, Inc. and the remaining 81.5% is owned by our employees and affiliates.

Unlike other firms, where management owns a small share, we participate substantially in the downside just as much as in the upside which makes us run our business conservatively.

  1. Includes Interactive Brokers Group and its affiliates.

Open an Account

Broker accounts at Interactive Brokers give global regulated brokerage companies the means to reduce their operational, brokerage and clearing costs while providing electronic market access worldwide with our professional white branded trading technology.

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. Click here for a list of available countries.

We Offer Three Different Broker Account Structures — Compare the Benefits View PDF

Account Information

Fully Disclosed Brokers provide their clients with customer service and marketing. Broker clients can electronically trade or the broker may input trades for the client.

Clients open accounts electronically.

Fully Disclosed Brokers can create multiple tier accounts by adding Registered Advisor, unregistered Friends and Family Advisor, Proprietary Trading Group Separate Trading Limit (STL) and Multiple Hedge Fund master accounts to their broker account structure. Each Advisor, Proprietary Trading STL and Multiple Hedge Fund master account holder can add client, sub and hedge fund accounts as required.

Brokers can trade for themselves in the Proprietary Account for Broker-Dealers.

All fees, commission and interest owed to the broker are first sent to the broker’s Master account and then swept nightly to the Proprietary Account for Broker-Dealers.

Fully Disclosed Broker Account Structure

A master account linked to an individual or organization client accounts.

Account Information

Non-Disclosed Brokers provide their clients with customer service, marketing, a registration process, and cashiering functions. Broker clients can electronically trade or the broker may input trades for the client.

Brokers configure client accounts based on information provided during the application process.

Broker users deposit all funds in the Master account and transfer funds between the Master and client accounts.

For Non-US Brokers not registered with the US Internal Revenue Service as a QI, you are required to collect limited information from your clients for US tax reporting purposes. In addition, you are also required to collect limited information for market data providers. However, IB remains anonymous to your clients.

Brokers can trade for themselves in the Proprietary Account for Broker-Dealers.

All fees, commission and interest owed to the broker are first sent to the broker’s Master account and then swept nightly to the Proprietary Account for Broker-Dealers.

Non-Disclosed Broker Account Structure

A master account linked to an individual or organization client accounts. Clients must sign disclosures with the Non-Disclosed Broker.

Account Information

Omnibus Brokers provide their clients with customer service, marketing, a registration process, cashiering functions, trade entry, and individual client account record keeping. All trades are combined in a consolidated account, and the broker must enter all client trades.

Omnibus Brokers indicate buy or sell and open or close flags on each trade. Based on this indicator, the trade is placed in the proper long or short account.

Clients do not have access to electronic trading or Account Management functions.

Omnibus Brokers deposit all funds in the Master account for trading.

Omnibus Broker accounts can trade securities products only. They cannot trade commodities products.

A non-US Omnibus broker must be registered with the U.S. IRS as a Qualified Intermediary.

Omnibus Broker Account Structure

A master account with a linked long account a linked short account.

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300.

Interactive Brokers ®, IB SM , InteractiveBrokers.com ®, Interactive Analytics ®, IB Options Analytics SM , IB SmartRouting SM , PortfolioAnalyst ®, IB Trader Workstation SM and One World, One Account SM are service marks and/or trademarks of Interactive Brokers LLC. Supporting documentation for any claims and statistical information will be provided upon request. Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

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

Peringkat broker opsi biner:
Penghasilan di Internet
Tinggalkan Balasan

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Features IBKR Lite IBKR Pro
Commissions:
Commission-free 1, 13 Fixed or Tiered Pricing
Fixed Pricing Fixed or Tiered Pricing
Fixed Pricing 2 Fixed or Tiered Pricing
Fixed Pricing Fixed or Tiered Pricing
Tiered Pricing Tiered Pricing
Tiered Pricing Tiered Pricing
Fixed Pricing Fixed or Tiered Pricing
Account Fees:
USD 0 USD 0
USD 0 Up to USD 10 per month (less commission paid that month)
Benchmark minus 1.5% Benchmark minus 0.5%
Benchmark plus 2.5% Begins at Benchmark plus 1.5%, with lower rates for higher loan values. 4
Eligible Accounts:
Account Features:
Free non-consolidated, real-time streaming data * for primary exchanges. Low-cost data bundles and
a la carte subscriptions available.
Low-cost data bundles and
a la carte subscriptions available.
Low-cost data bundles and
a la carte subscriptions available.
07:00 – 20:00 04:00 – 20:00
Trading Technology: