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Getting Started

Welcome to Interactive Brokers' Account Application Guide for Advisors and Brokers. This guide includes information to help Advisors and Brokers open Interactive Brokers accounts using a variety of available application methods.

Who Should Read This Guide?

This guide is intended for:

• A Registered Investment Advisor who wants to open an Interactive Brokers Advisor account, including his or her own master account and client accounts.
• A Broker/Dealer or Introducing Broker who wants to open an Interactive Brokers Fully Disclosed Broker account, including his or her own master and proprietary account, and client accounts.

What's Included in This Guide

This guide describes how to open Interactive Brokers Advisor and Broker master and client accounts using the following available methods:

• Apply Online at Our Website - Open your master account using our online account application available on our website, www.interactivebrokers.com, and then send electronic or semi-electronic invitations to your clients to open client accounts.
• Create a White-Branded Application for Your Clients - Upload your own banner images to white brand our registration system for your client account applications.
• Mass Upload - Upload application information to us for all of your clients at once.
• Application XML - Develop your own version of the Interactive Brokers account application to control your clients’ application experience.