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Welcome Center

Welcome to Interactive Brokers

Welcome to
Interactive Brokers!

Client Portal

Manage Your Account

Client Portal

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.

Account Settings

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”.

User Settings

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”.

Account Security

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.

Think Before You Click

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:

  • Always check the domain name in your browser to confirm it is the official IBKR site
  • Access your account only from the Log In button on the IBKR website
  • Report any abnormal activity in client accounts to IBKR immediately
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TaxesReporting and Analytics

Tax formsstatementsflex queries and other reports are available from the Reports menu in Portal.

Fund Your Account

Funding

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.

Fund Your Account Screen
Client Portal Reports

Other Account Features

PortfolioAnalyst

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.

Stock Yield Enhancement Program

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.

Refer a Friend

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.

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Trade Your Account

IBKR Desktop interface on a laptop IBKR Mobile Interface on a phone IBKR Client Portal on a tablet IBKR ForecastTrader IBKR GlobalTrader Interface on a phone IBKR Desktop interface on a laptop The IBKR Advantage
IBKR Desktop IBKR Mobile Client Portal IBKR ForecastTrader IBKR GlobalTrader Trader Workstation (TWS) APIs
Desktop Mobile Web Web Mobile Desktop Desktop

Our newest client-driven desktop trading platform combines the most popular tools from our flagship Trader Workstation (TWS) with a growing suite of original features suggested by our clients.

Learn More

A mobile trading platform for experienced traders who need advanced order typespowerful trading tools and worldwide access to stocksoptionsfuturescurrenciesbondsfunds and more.

Learn More

Access all the features that you need with our easy-to-use web platform. Viewtradeand manage your account all with a single login. No downloads required.

Learn More

IBKR ForecastTrader lets you use exchange-listed forecast and event contracts to trade your opinion on yes-or-no questions on US economic dataglobal climate eventsor in key futures markets.

Learn More

A streamlined experience to trade stocksETFs and options worldwide. Invest with as little as $1 and trade in fractions.

Learn More

Our flagship desktop platform designed for seasonedactive traders who trade multiple products and require power and flexibility.

Learn More

From our easy-to-use Excel API to our industrial strength FIX APIwe offer something for every trader.

Learn More


Beginner
Intermediate
Advanced

Beginner
Intermediate
Advanced

Beginner
Intermediate
Advanced

Beginner
Intermediate
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Intermediate
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Intermediate
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Market Data and Research

Market Data and Research

Market Data Subscriptions

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.

Research Subscriptions

Interactive Brokers clients enjoy access to dozens of free and premium market research and news providers.

Features in Focus

We offer a variety of powerful tools for trading your account.

Trade in Fractions

Trade in Fractions

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.

Learn About Fractional Trading
IBKR GlobalAnalyst

IBKR GlobalAnalyst

Quickly scan the globe for undervalued stockscomparing relative valuations individually or by regionscountries or industries.

Try IBKR GlobalAnalyst
Bond Search Tool

Bond Search Tool

Use our Bond Search tool to compare available yields from more than 1,000,000 bonds globally.

Search Bonds
Mutual Fund Search Tool

Mutual Fund Search Tool

Use the Mutual Fund Search tool to browse more than 50,000 fundsincluding 20,000 + with no transaction fees.

Search Mutual Funds

Products

Discover a World of Investment Opportunities

Discover a World of Investment Opportunities

Access Products in 160 Markets
Across 36 Countries

Invest globally in stocksoptionsfuturescurrenciesbonds and funds from a single unified platform.

Margin Trading

Margin Trading

We offer margin rates from USD 4.37% - 5.37%

The lowest margin loan interest rates of any broker, according to the StockBrokers.com Online Broker Survey 2025 Read the full article.

Sustainable Investing

Sustainable Investing

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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TRADERS' ACADEMY

WEBINARS

TRADERS' INSIGHT

PODCASTS

QUANT BLOG

STUDENT TRADING LAB

On-Demand Educational Resources –
Never Stop Learning

Interactive Brokers provides several resources to help you better understand IBKR products and servicesmarkets and technology.

Learn More with IBKR Campus

Support

Frequently Asked Questions

Looking for an answer? Browse our extensive inventory of frequently asked questions.

Support for Individuals

Browse our support page for instructional videosuser guidesrelease notes and information on connecting with us.

Configure Your Account Type

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.

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