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A one-stop destination for managing your account informationfunding your accountchecking quotes and placing tradesand monitoring account performance.
You can access Client Portal by clicking on the Log In button located at the top of the Interactive Brokers website.
Manage your profilefinancial informationtrading experience and permissionsand configure your account from the Account Settings page. The page is accessible from the upper right corner of Portal by clicking the “head and shoulders” icon and selecting “Manage Account”.
Manage communications preferencespasswordsreport deliverymarket data subscriptions and more via the User Settings menu. The page is accessible from the upper right corner of Portal by clicking the “head and shoulders” icon and selecting “User Settings”.
We are committed to protecting your account and account assets from fraudulent practices. Our Secure Login System provides Two-Factor Authentication (2FA) as an extra layer of security when accessing your account. Download our mobile app to enable 2FA.
Scammers have recently increased phishing attempts by impersonating Interactive Brokerstargeting individual clients with urgent requests to update taxcomplianceor other sensitive information. These messagesoften sent via email or SMSinclude links to fake websites designed to look like the IBKR site. Once clients enter their credentialsscammers use them to access accountssometimes engaging in trading-related scams such as manipulating thinly-traded stocks.
To protect yourself:
Tax formsstatementsflex queries and other reports are available from the Reports menu in Portal.
We offer a number of flexible and convenient methods for depositing assets in your account. To initiate funding or position transfersclick the Transfer & Pay menu in Portal.
PortfolioAnalyst is a free tool that tracks and analyzes your complete portfoliocombining investmentbankingcheckingsavingsannuityincentive plan and credit card accounts with advanced reportingglobal supportbenchmarksrisk metricspowerful on-the-go analytics and tools that help you monitor performancetrack spending and plan for retirement. Whether you are new to investing or an advanced traderstart adding accounts today.
Earn extra income on the fully-paid shares of stock held in your account by allowing IBKR to borrow shares from you in exchange for collateral (either U.S. Treasuries or cash)and then lend the shares to traders who want to sell them short and are willing to pay interest to borrow them.
You can earn USD 200 for referring friends or colleagues to open an account. The Refer a Friend feature is available via the Account Settings page.
Market data subscription fees are assessed beginning on the day of subscription and the first business day of each subsequent month for as long as the services are active.
Interactive Brokers clients enjoy access to dozens of free and premium market research and news providers.
We offer a variety of powerful tools for trading your account.
With fractional shares you can divide your investments among more stocks to achieve a more diversified portfolio and put smaller cash balances to work to help maximize your returns.
Quickly scan the globe for undervalued stockscomparing relative valuations individually or by regionscountries or industries.
Use our Bond Search tool to compare available yields from more than 1,000,000 bonds globally.
Use the Mutual Fund Search tool to browse more than 50,000 fundsincluding 20,000 + with no transaction fees.
Invest globally in stocksoptionsfuturescurrenciesbonds and funds from a single unified platform.
The lowest margin loan interest rates of any broker, according to the StockBrokers.com Online Broker Survey 2025 Read the full article.
Use Interactive Brokers’ suite of environmentalsocial and governance (ESG) tools to develop your own conscious investing plan. Align your investments with what you value the most.
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Interactive Brokers provides several resources to help you better understand IBKR products and servicesmarkets and technology.
Looking for an answer? Browse our extensive inventory of frequently asked questions.
Browse our support page for instructional videosuser guidesrelease notes and information on connecting with us.
Upgrade or downgrade your account type from within Client Portal. Please note that you must be approved for options trading to qualify for a Portfolio Margin account.