Advisor Tools

Advisor Tools

Spot market opportunities, analyze results, manage your account and make informed decisions with our free advisor tools.

Filter Category:

Allocation Order Tool

Allocation Order Tool

Transform and streamline the creation, execution and allocation of group orders. Develop and deploy investment strategies in minutes to capture opportunities in volatile markets.

Learn More
Trading Desks

Trading Desks

Trade large or complex orders with the help of an experienced broker on the IBKR Stock, Bond and Options Trading Desk. Broker-assisted trading is ideal when you are away from your desk, need another set of eyes watching your order or when electronic liquidity is insufficient.

Learn More
Model Portfolios

Model Portfolios

Build Model Portfolios and allocate client funds among the different models based on your clients' individual needs.

Learn More
Custom Indexing

Custom Indexing

Create and customize direct index models based on the composition of ETFs tracking major indices.

Learn More
Advanced Trading Tools

Advanced Trading Tools1

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 or complex multi-leg option orders based on your own price and volatility forecast.

Learn More
API and FIX/CTCI Solutions

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.

Learn More
Bonds Marketplace*

Bonds Marketplace

Interactive Brokers strives to provide the best deal on bonds by passing through to our clients the highest of all bids and lowest of all offers we receive from the electronic venues we access. We do not widen spreads, apply hidden fees or markup quotes. Use our Bond Search Tool to search our deep availability of US governments, corporates, municipals, non-US sovereigns, CDs and more.

Learn More
Mutual Funds Marketplace*

Mutual Funds Marketplace

Interactive Brokers' Funds Marketplace offers an extensive availability of mutual funds from around the world. Use our Mutual Fund Search Tool to search more than 25,000 funds from more than 285 fund families and filter funds by country, fund family, transaction fee or fund type.

Learn More
Sophisticated Risk Management

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.

Learn More
Fractional Shares*

Fractional Shares

Buy or sell almost any US stock using fractional shares, which are stock units that amount to less than one full share, or by placing an order for a specific dollar amount rather than quantity of shares.

Learn More
Integrated OMS Solutions

Integrated OMS 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.

Learn More
Enhanced Client Activity Monitor (eCAM)

Enhanced Client Activity Monitor (eCAM)

Quickly review all client activities, including order history and routing sequence.

Learn More
Investors' Marketplace

Investors' Marketplace

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

Visit The Investors' Marketplace
Advisor interacting with a laptop

Advisors: Tax Loss Harvesting1

IBKR's Tax Loss Harvest tool helps financial advisors reduce their clients’ tax liability by easily harvesting losses across multiple assets for multiple clients at the same time.

Learn More

Disclosures

  1. Forecasts are not a reliable indicator of future performance.

  2. The projections or other information generated by Tax Loss Harvesting 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.

    TAX TREATMENT DEPENDS ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE