White Branding

White Branding

White branding gives you the ability to display your own logos and company information on our trading platforms and reporting systems.

Interactive Brokers offers a solution for Brokers, Professional Advisors and Fund Investment Managers with Multiple Fund Accounts to use their own banners for white branding purposes.

Our White Branding program offers some of the following benefits:

  • If you are a Broker or a Fund Investment Manager, you can use your own logo on our Trader WorkStation. You can also market your company information on TWS, i.e. a link to your website, contact information to departments and individual employees, including telephone numbers and email addresses. If you white brand TWS, your mobile applications will also be white branded on some mobile devices, including IB TWS for Android, IB TWS for iOS (iPhone and iPad in iPhone compatibility mode) and IB TWS for BlackBerry.
  • You can white brand Account Management. When your customers log in to Account Management, the login window will be branded with your logo.
  • Similar to the TWS, you can White Brand the IB WebTrader with your company's logo and graphic design.
  • White brand the TWS Users' Guide.
  • Brokers can also upload their own banners for white branding of the Statements and the Registration System.
  • White brand the Contract Database with your company name and logo, a link to your website and even your own customized stylesheet. The Contract Database provides the data for IB's Contract Search feature.


It's easy to set up white branding. Simply log into Account Management and access the White Branding page in the Manage Account > Settings menu. After you have uploaded the banners and filled in the information you want to be displayed, implementation should take no more than two hours under normal circumstances, except for the Statements which can take up to 24 hours.


Detailed instructions for setting up white branding are included in the Account Management Users' Guide.

For more information about White Branding, contact us at whitebranding@interactivebrokers.com.

TWS White Branding


Interactive Brokers makes it easy for you customize the IB Trader Workstation (TWS) platform to display your company logo and company information in place of all IB details. The setup process is twofold: First you enter your company information in Account Management, and then you create the .jnlp file that will be used to launch the white-branded version of TWS from your website.1

Note:

  • Your initial white branding request may take up to 48 hours to take effect. Changes made before 5:00 PM EST go into effect 8:00 PM EST the same day. Changes made after 5:00 PM EST will take effect the following day 8:00 PM EST.

WebTrader


WebTrader is IB's HTML-based trading interface, which allows IB customers to access market data and transmit orders from behind a firewall where access to TWS may be impossible. The WebTrader may also be easier to use for customers who don't need all of the capabilities of the Trader Workstation. Brokers and their customers may use the WebTrader if IB is not the designated OATS Reporting Party under an Order Sending Organization (OSO) Agreement for that Broker.

Interactive Brokers provides Brokers the ability to White Brand IB's WebTrader. The main banner requires a 318x63 jpg, gif or png image. You can provide an additional banner to extend your main banner across the window. This additional banner must be a 386x63 jpg, gif or png image. All images need to be less than 50KB in size.

Account Management, Registration, Statements and PortfolioAnalyst


Interactive Brokers provides the ability for Brokers, Professional Advisors and Fund Investment Managers to upload their own banners to white brand Account Management, the IB Registration System, the statements that they provide to their customers, and PortfolioAnalyst reports. The main banner requires a 650x80 jpg or png image. All images need to be less than 50KB in size.

Upgrade existing banner images to png format to apply the most recent style to statements.

Do not use the Interactive Brokers banner as a template for your White Branding Banner. IB cannot endorse any Broker, and using a banner based on our corporate banner would give that impression. Please note that white branding of statements can take up to 24 hours from the time you upload your images.

Registered Advisors Fully Disclosed Brokers Non-disclosed Brokers
Statements and PortfolioAnalyst Yes – Only the banner can be white branded.

Advisors cannot delete, change or white brand any footnotes or legal notes.		 Yes – The banner can be white branded.

Fully Disclosed Brokers cannot delete, change or white brand any footnotes or legal notes.		 Yes.

Non disclosed Brokers can delete footnotes EXCEPT the following footnote:

"Interactive Brokers LLC, member Securities Investor Protection Corporation (SIPC), provides execution, clearing and carrying services for your account pursuant to an agreement with INSERT INTRODUCING BROKER NAME"
Email Notices of Statement Availability Yes Yes Yes
Account Approval and Documentation Yes EXCEPT:
  • The IB Customer Agreement or any other agreement cannot be white branded.
  • Disclosures or other documents cannot be white branded.
 Yes EXCEPT:
  • The IB Customer Agreement or any other agreement cannot be white branded.
  • Disclosures or other documents cannot be white branded.
 Not applicable.
Account Management Yes EXCEPT:
  • The IB Customer Agreement or any other agreement cannot be white branded.
  • Disclosures or other documents cannot be white branded.
 Yes EXCEPT:
  • The IB Customer Agreement or any other agreement cannot be white branded.
  • Disclosures or other documents cannot be white branded.
 Yes
Application Yes EXCEPT:
  • The IB Customer Agreement or any other agreement cannot be white branded.
  • Disclosures or other documents cannot be white branded.
 Yes EXCEPT:
  • The IB Customer Agreement or any other agreement cannot be white branded.
  • Disclosures or other documents cannot be white branded.
 Not applicable.
Funding Notifications Yes Yes Yes
Deficiency Emails Yes Yes Yes
General Email Yes Yes Yes

Email White Branding


Interactive Brokers provides the ability for Brokers, Professional Advisors and Fund Investment Managers to white brand emails that are sent to customers from the Registration System, Account Management and Customer Service.

TWS Users' Guide White Branding


You can White Brand the logo, trading system and company name in the Trader Workstation Users' Guide. The logo must be a 100 x 22 jpg or gif image with a maximum size of 50KB. You upload the logo and enter all of your White Brand information, including the trading system name and acronym, company name and acronym, and trading tool name on the White Branding page in Account Management.

After you enter your White Brand information, create a link to your User's Guide on your website using following link:

http://www.interactivebrokers.com/php/whiteLabel/welcome.php?id=your_whitebranding_id

Contract Database White Branding


Interactive Brokers provides the ability for Brokers, Professional Advisors and Fund Investment Managers to white brand the Contract Database on the IB website by entering information in Account Management. Part of the information you enter includes links to two images that you create - a leftmost image that must be 244 x 58 pixels and rightmost image that must be 371 x 58 pixels - and a link to your own stylesheet.

Any change will take effect within 12 hours.

Disclosures
  1. Only Brokers and Fund Investment Managers are able to Whitebrand TraderWorkstation (TWS).
  2. Brokers and Investment Manager Masters who configure TWS for white branding will enjoy the benefit of white branded IB TWS on these mobile devices: IB TWS for Android, IB TWS for iOS (iPhone and iPad in iPhone compatibility mode) and IB TWS for BlackBerry.