Interactive Broker Communique

IB Customer Communiqué

We're Updating Our Website

Responsive design - The updated website is easier to read and navigate, providing a consistent interface across a wide range of devices -- desktop, tablet and mobile phone.
Client-focused content - You will be able to select your account type from the home page (individual, advisor, broker, etc.) and the website will be tailored to your specific needs.
Improved user interface - The updated website has a modern look and feel; and streamlined menus.

To see the complete list of what we've changed and upcoming changes, click below.

No Transaction Fee (NTF) Mutual Funds¹

We continue to boost our mutual fund offerings and we've recently made arrangements with 20 mutual fund companies to waive trading commissions associated with select funds. We arranged to waive our usual transaction fee of $14.95 on certain mutual funds in order to deliver the lowest trading costs to our clients when using our platform. Our NTF mutual fund program includes funds across various share classes, including PIMCO, Dreyfus, Guggenheim, Allianz, Fidelity, Forward Funds, Janus and TRowe Price.

To see the entire list of available NTF mutual funds, click below.

Barron's Best Online Broker² - Again

Low cost, breadth of product, and technology innovation consistently drive our progress at IB, and once again, we've been recognized for the unique advantages we provide to our customers.

For the fourth straight year, we have been awarded top honors by Barron's Magazine as the Best Online Broker of 2015.

Click below to learn more about Barron's 2015 Awards.

Retirement Savings Plans (RSP)

We now offer Retirement Savings Plans (RSP) and Tax-Free Savings Accounts (TFSA) to Canadian residents. An RSP lets you invest on a tax-deferred basis. This means that your contributions to RSP are tax deductible (up to a limit) and any income or capital gain received inside the RSP will not be taxed until the money is withdrawn. We currently offer Regular and Spousal RSPs.

A TFSA lets you set money aside tax-free throughout your lifetime. Each calendar year, you can contribute up to the TFSA dollar limit for the year, plus any unused TFSA contribution room from the previous year, and the amount withdrawn the year before.

RIA Compliance Center

Interested in becoming a Registered Investment Advisor? Our new RIA Compliance Center can help you with the registration and compliance obligations associated with starting and registering your own advisory firm. The RIA Compliance Center includes a webinar providing an overview of advisors' registration and compliance obligations, a series of spotlights providing an in-depth look at compliance issues of interest, as well as links to key regulatory websites and information on preferred compliance and other service providers.

Visit the RIA Compliance Center

New Research Providers

With 12 new providers in our arsenal, IB now boasts a comprehensive, multi-disciplinary slate of independent research:

Argus Equity Research Pro
Ford Equity Research
Guide research ETF
Hammerstone
MarketEdge Pro
MarketGrader

McAlinden
RareView
Sadif Analytics
The Street Ratings Equity
Validea Guru Stock Reports and Ratings
ValuEngine Report Pro

Subscribe to research in Account Management under Manage Account > Trade Configuration > Research.

For complete pricing information on all of our research subscriptions, click below.

Trader Workstation Key Enhancements

Continuous Futures Contracts

Select the continuous futures contract when adding futures market data to a watch list or trading page. The ticker for continuous contracts does not change as the lead month expires so you don't have to worry about manual rolling or re-entering expiring futures. Additionally, charting continuous futures gives you a cohesive and comprehensive display that spans multiple expiries.

New Fundamentals Tear Sheets

We've added three new fundamentals tear sheets to our suite of Fundamentals research tools:

Analyst (Summary) - Provides summary rating and price target statistics plus upgrade/downgrade history and more.

Ownership - Provides detailed institutional and insider ownership rosters with a graph of ownership percentage over time, and an insider trade log.

Short Interest - Graphs short interest as a percent of float, days short, or shares short.

Risk Navigator Design Updates

Convenience and ease-of-use updates to the Risk Navigator include the Report Designer, which lets you modify all reports at one time from a single window, the Trader Personalities feature that automatically sets report fields based on your selected personality, and a dual-plot display that shows equal- and beta-weighted plots side by side.

Bond Trading Platform Enhancements

You can now trade corporate, government and municipal bonds from within Mosaic order entry panel. Additionally, monitor all treasuries or filter for on-the-run contracts using our system-generated and dynamically updating predefined watch lists. We also improved the Municipal bond confirmation dialog to better show comparable bonds and, when available, show you depth of the market.

Chart Indicators

Just when you thought we couldn't add any more chart indicators and overlays, we've gone and done it again! Our latest installment of more than 25 new indicators includes the Relative Vigor Index, Klinger Oscillator, McGinley Dynamic, Volume Weighted Moving Average, Bill Williams Alligator and Zigzag.

mobileTWS Updates

The Research Details feature gives you mobile access to basic company fundamentals data, and lets you view the independent analyst reports you are accustomed to seeing only in your desktop application. Additionally, mobileTWS now supports real-time streaming data for interactive chart updates.

Note that release updates on Android and iOS phones and tablets may vary slightly.

You are receiving this email because you are an Interactive Brokers Customer.
Mailing address: Two Pickwick Plaza - Greenwich CT 06830

Interactive Brokers LLC - member NYSE, FINRA, SIPC
Supporting documentation for any claims and statistical information will be provided upon request. Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations. No offer or solicitation to buy or sell securities or investment products of any kind, and no recommendation or advice is made, given or in any manner endorsed by Interactive Brokers LLC ("Interactive Brokers") or any of its affiliates.

[1] IB receives remuneration from fund companies, including those participating in its no-load, no-transaction-fee program, for record-keeping, shareholder services, and other administrative and distribution services. The amount of IB's remuneration for these services is based in part on the amount of investments in such funds by IB clients. No-transaction-fee funds and other funds offered through IB have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus.

[2] According to Barron's best online broker review on March 9, 2015, How Secure Is Your Securities Portfolio. For more information about awards and ratings see www.ibkr.com/awards Barron's is a registered trademark of Dow Jones & Co. Inc.

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