New Tools
Client Portal (Beta Release)
Designed with Simplicity in Mind
Client Portal is perfect for clients who do not need all the features of TWS and financial advisor clients who want a clear, understandable, real-time view of their accounts. Place a trade, view a portfolio or access Account Management with a single click. In addition, Client Portal helps you:
- Easily access PortfolioAnalyst and our other web-based tools from the Tools menu, without needing to log in again.
- Quickly place a trade from any page using the Trade button.
- View key account metrics and check your portfolio performance at a glance on the Client Portal home page.
- Use IBot to find information by clicking "Ask IBot" at the bottom of the home page, and then typing your command in plain English.
- Review portal features we are preparing to release in the Upcoming Features section.
You can try the beta release of Client Portal by selecting "Client Portal Login – Beta" from the Interactive Brokers login menu. The client portal is supported on all your mobile devices.
NEW FEATURE
PortfolioAnalyst
Consolidate and Analyze Your Portfolio Data
PortfolioAnalyst combines IBKR account data with held-away account information to provide a consolidated view of your financial positions. Your IBKR positions are marked with real-time updated quotes, while positions held away in investment, checking, savings, annuity, incentive plan and credit card accounts are updated once per day. Drill down to view positions and transactions by account or asset class, and use interactive charts to show current or prior values at all linked financial accounts. PortfolioAnalyst is now available as part of Client Portal and accessible to everyone, including clients who may not have trading permissions and clients with portfolios managed by advisors.
Recent enhancements to PortfolioAnalyst improve your ability to quickly and efficiently analyze the performance of your portfolio. These enhancements let you:
- View real-time data regarding IBKR portfolio positions and returns in Responsive PortfolioAnalyst.
- Toggle between Time Weighted Return (TWR) and Money Weighted Return (MWR) with the click of a mouse.
- Breakout your portfolio's performance between long and short positions with a new Long / Short column.
PortfolioAnalyst includes a client-administered application that uploads held-away account information, and when combined with real-time data from your IBKR portfolio creates a powerful tool for developing client-centered investment plans.
New Features
Apple Pay is Now Available with the Interactive Brokers Debit Mastercard
The Apple Pay app lets you use your iPhone just as you would your Interactive Brokers Debit Card, with these additional benefits:
- Spend directly against your IBKR account anywhere Debit Mastercard is accepted around the world – without monthly minimum payments or late fees.
- Borrow directly against your IBKR account at rates of 2.66% APR2 or less – rates lower than credit cards, personal loans or home equity lines of credit.3
By selecting the Interactive Brokers Debit Mastercard as the default payment source on Apple Pay, cardholders can make secure payments using their mobile device without displaying their card.
The Interactive Brokers Debit Mastercard is currently available to US Resident individual and joint account holders with cash or margin accounts. Advisor/Broker clients must apply directly at the link below. As the program expands, look to future IBKR communications for announcements on new countries and payment options.
Applying for the card is fast and easy. Go to "Account Management" to apply, request additional cards, manage all of your cards and track your transactions.
New Feature
Explore the new IBKR Forum
The new IBKR Forum lets you share ideas, ask questions and connect with the IBKR Community.
IBKR Forum is available in beta release through the Client Portal and includes:
- View, search and filter functionality to help you quickly connect with peers, identify topics of interest and join the conversation.
- Custom filters to help you control the conversation, limit who can see your posts and prioritize posts from other clients.
Joining the IBKR Forum is as simple as logging into the Client Portal and selecting "Forum" from the Tools menu. Join today to tap into the knowledge of the IBKR Community.
New Features
Trader Workstation Enhancements
Interactive Brokers is dedicated to improving your trading experience. A number of important enhancements to TWS are now available.
TWS
- IBot functionality now includes improved support for bond queries and Account Management tasks, and more helpful "next step" logic.
- Intraday VWAP indicator for charts in TWS for Desktop and Mobile.
- Tick-by-tick data used for Time & Sales in both TWS and API.
- TWS fundamentals now includes TipRanks Analyst Rankings.
- New short-selling column named "Utilization".
All enhancements are now available with the TWS beta release. Additional information is available in the TWS beta release notes.
Mobile
- Support for futures options chains, plus more advanced filters for all chains. (Android and iOS)
- Close one side of a combination strategy (all puts or all calls). (Android and iOS)
- Ability to "Cancel all orders." (Android and iOS)
Additional information is available in the Mobile release notes.
Mobile iOS
Learn More
Android
Learn More
Complimentary
2018 Trading Calendar
International Trading Calendar Holiday and Expirations HTML App
Our calendar displays exchange holidays and contract expiration dates for the major exchanges and products around the world. Use the HTML Calendar App on your desktop, laptop, tablet or mobile device. The calendar is also available as a PDF in poster size and wallet size.
New Products
Covestor is now IBKR Asset Management
New Asset Allocation Portfolios
IBKR Asset Management combines the low costs and convenience of online investing with human support, and offers subscribers a broad selection of Smart Beta and actively managed portfolios. Our Smart Beta portfolios are personally overseen by our Chief Investment Officer and we offer dozens of actively managed portfolios run by experienced money managers.
Six new Asset Allocation portfolios targeting Aggressive, Moderate and Conservative risk profiles were launched in November 2017. These diversified portfolios are available in both retirement and non-retirement accounts, and have a $5,000 minimum investment.
Portfolio Types
Aggressive: The Aggressive Asset Allocation portfolio is designed for long-term investors seeking capital appreciation. The new portfolios are:
Moderate: The Moderate Asset Allocation portfolio may appeal to investors whose primary objective is current income, with capital appreciation as a secondary goal. The new portfolios are:
Conservative: The Conservative Asset Allocation portfolio may be suitable for income investors who want low volatility and some degree of capital appreciation. The new portfolios are:
Compare our low management fee against the competition and learn more about our broad selection of investment products available with IBKR Asset Management.
Visit IBKR Asset Management
Expanding Offerings
Interactive Brokers is Committed to Expanding your Investment Choices
New Mutual Funds
We recently added 394 mutual funds (including offshore) to the Interactive Brokers lineup and now offer 10,120 funds, including 4,235 with no transaction fees. In addition, we added 10 new fund families, bringing our total to 190.
Offshore Fund Families
- Schroders Offshore
- Franklin Templeton Offshore
- MFS Meridian Offshore
Domestic Fund Families
- Lord Abbett Funds
- Goehring & Rozencwajg Funds
- Preserver Funds
- Frost Funds
- Lateef Funds
- Smead Capital Fund
- Merk Funds
New Research Providers
Two new research providers are available on the Interactive Brokers platform:
We frequently update the listing of research and news providers available on the Interactive Brokers platform. Visit our website to review our most current list of providers.
DID YOU KNOW?
Adaptive Algo
The Adaptive Algo order type combines IB's smart routing capabilities with user-defined priority settings in an effort to achieve a fast fill at the best all-in price. It can be used as either a market or limit order.
The Adaptive Algo is designed to ensure that both market and aggressive limit orders trade between the bid and ask prices. On average, using the Adaptive Algo leads to better fill prices than using regular market or limit orders. This algo order type is most useful to an investor when the spread is wide, but can also be helpful when the spread is only one tick.
Greenwich Compliance
A New Service for Registered Investment Advisors
Greenwich Compliance helps advisors on the Interactive Brokers platform register and establish compliance programs. The firm recently introduced a new service to help Registered Investment Advisors with their annual compliance review and renewal filing of Form ADV, including:
- Helping advisors file ADV Part 1 and Part 2 through the Investment Advisory Registration Depository (IARD).
- Assisting advisors and advisor representatives with maintaining proper registration and licensing each year.
- Instructing RIAs on how to pay their annual fees and fund their renewal account.
- Notifying advisors of important deadlines and providing documentation to support the renewal process.
Visit the Greenwich Compliance website to learn more about its Advisor support capabilities.
Margin borrowing is only for sophisticated investors with high risk tolerance.
You may lose more than your initial investment.
TRADING IN BITCOIN FUTURES IS ESPECIALLY RISKY AND IS ONLY FOR CLIENTS WITH A HIGH RISK TOLERANCE AND THE FINANCIAL ABILITY TO SUSTAIN LOSSES.
More information about the risk of trading Bitcoin products can be found on the IB website.This advertisement is not an offer to sell or a solicitation of an offer to buy any investment product. Interactive Brokers does not provide investment advice.
Supporting documentation for any claims and statistical information will be provided upon request.
- Credit interest rate as of 12/04/2017. USD credit interest is paid on balances over USD 10,000 in accounts with Net Asset Value exceeding USD 100,000. For more information, see ibkr.com/interest.
- Annual Percentage Rate (APR) on USD margin loan balances as of 12/4/17. Interactive Brokers calculates the interest charged on margin loans using the applicable rates for each interest rate tier listed on its website. For additional information on margin loan rates, see ibkr.com/interest
- Rates obtained on 9/26/17 from Bankrate.com for Low Interest Credit Card regular APR, Average Personal Loan Rates by Credit Rating $10,000 Loan - 3 Year Term and Home Equity Loan Rates in Greenwich CT for $50,000.
Margin loan rates and credit interest rates are subject to change without prior notice.
All interest and borrowing activity is through Interactive Brokers LLC. Please see your customer agreement with Interactive Brokers LLC for further details.
Card program marketed and administered by Interactive Brokers LLC, the Program Manager of the Interactive Brokers Debit Mastercard.
*Hedge Funds are highly speculative and investors may lose their entire investment.
Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.
Apple, the Apple logo, Apple Pay, Apple Watch, iPhone and Touch ID are trademarks of Apple Inc., registered in the U.S. and other countries. iPad Pro is a trademark of Apple Inc.
Your use of the Apple Pay® app is subject to its applicable Issuer Terms & Conditions
Please keep in mind that IBAM is currently licensed to offer investment services to US residents only. This communication or IBAM's website is NOT intended to be a solicitation or advertisement in any jurisdiction other than the United States.
Interactive Brokers Asset Management does not provide tax advice, does not make representations regarding the particular tax consequences of any portfolio investments, and cannot assist clients with tax filings. Clients investing in IBAM portfolios should consult with their tax professional about the tax consequences of investing in this portfolio or any other IBAM portfolio.