Complete Turnkey Solution for Proprietary Trading Groups

Trading, clearing and reporting capability on over 100 market destinations worldwide

Automated Cost-Effective Solution for Proprietary Trading Groups

  • Our Proprietary Trading Group accounts let corporations and trading organizations authorize multiple traders to enter orders in a single account, or set up individual accounts for traders, or strategies with separate credit limits.
  • Our securities financing solutions provide depth of availability, transparent rates, global reach and automated lending and borrowing tools to professional traders.
  • Trade on over 100 market centers in 24 countries. Direct market access to stocks, options, futures, forex, bonds, ETFs and CFDs from a single IB Universal AccountTM.
  • Our advanced technology and automation allows us to provide transparent, low commissions and financing rates, and best executions to help you maximize your results.
  • Trading technology designed by and for professionals gives you access to a host of sophisticated trading tools, advanced algorithms and order types, extensive risk management controls and comprehensive reporting.
  • Our User Access Rights system allows you to assign different managerial roles and client accounts to individual employees within your organization.
  • Enjoy the security of Interactive Brokers' financial strength – our equity capital exceeds $5 billion 1.
  • Trades can be given up pre-trade or post-trade to multiple prime locations or taken up from executing brokers.
  • Choose risk-based Portfolio Margin or Reg T Margin accounts.
  • Visit Traders' University for easy access to all of our education offerings, including an impressive selection of live and recorded webinars.
  • Our customizable statements and reports cover real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis, tax optimization and a variety of other supplemental reports.
  1. Includes Interactive Brokers Group and its affiliates.

Securities Financing

Our depth of availability, transparent and competitive loan and borrow rates, automated tools and dedicated service representatives give you the advantages you expect from Interactive Brokers.
Depth of Availability

The combination of both internal supply and external relationships allows us to offer our clients a vast array of securities to trade:

  • Our large and diverse customer base lets us source internally approximately 60 to 70% of our short borrow needs.
  • The Stock Yield Enhancement Program (SYEP), which lets our clients with margin accounts capture additional revenue by having their Hard to Borrow positions borrowed by IB, provides a unique source of stock loan availability.
  • IB has securities lending/borrowing relationships with more than 60 counterparties, comprised of Agent Lenders, banks and broker dealers in the U.S.

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Transparent, Competitive Loan and Borrow Rates
  • We disclose our short stock availability (aka "locates") to ALL customers on a first come, first serve basis for every supported security on our trading platform, Trader Workstation (TWS).
  • We disclose indicative rebate rate and fee rate information, which you can use as an indication of borrow costs.
  • Each day, we provide our clients with detailed reports, outlining exactly what the financing costs are for each SLB-related transaction.

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Automated Tools

In addition to the Stock Yield Enhancement Program, we offer a variety of securities financing tools:

  • TWS includes stock loan and borrow tools out of the box, including the Yield Optimizer, which lets you compare securities financing rates across the current SLB market, and OneChicago's single stock futures market.
  • Customers with Portfolio Margin accounts can join our Pre-Borrow Program, which allows pre-borrowing of shares to decrease the chances of being bought-in on settlement date.

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Lower Your Costs to Maximize Your Return

Our transparent, low commissions and financing rates, and best price executions minimize your costs to help you maximize your returns.
Generate Higher Returns

Lower commissions, no ticket charges; no minimums; and no technology, software, platform, or reporting fees. Low financing rates, and higher loan values on portfolio margin accounts over $100K.

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Best Price Execution

Most brokers trade against your orders or sell them to others to execute who will trade against them. The resulting poor execution probably costs you more than the commission you pay. IB SmartRoutingSM continuously searches and reroutes to the best available prices for stocks, options and combinations.

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Execution Price Improvement Comparison*
  US Stocks
(per 100 shares)		 US Options
(per contract)		 European Stocks
(per 100 shares)
Interactive Brokers $0.46 $0.81 €0.37
Industry $0.37 $0.43 - €0.04
IB Advantage $0.09 $0.38 €0.41

Net Dollar Price Improvement vs. National Best Bid/Offer 1

*Based on independent measurements, the Transaction Auditing Group, Inc., (TAG), a third-party provider of transaction analysis, has determined that Interactive Brokers' US stock and options price executions were significantly better than the industry's during the first half of 2015. 2

  1. Net $ Improvement per Share Definition:
    ((# of Price Improved Shares * Price Improvement Amount) - (# of Price Disimproved Shares * Price Disimprovement Amount)) / Total Number of Executed Shares
  2. The Transaction Auditing Group (TAG). Industry as a whole for the referenced periods according to TAG. The TAG analysis for US stocks included all market orders of 100 shares or more up to 10,000 shares. The analysis for US options included all market order sizes in US options and includes exchange rebates received by clients under IB's cost-plus pricing structure. The TAG analysis of orders routed to exchanges in Europe included all orders routed for execution during regular trading hours including all market and marketable limit orders and orders near the market (orders having a limit price within one-tenth of a Euro from the quote price at time of order receipt) on stocks listed on the included exchanges, weighted by the volume executed on each exchange. The exchanges for European stocks are XETRA, EURONEXT, CHI-X, WIENER BORSE, TURQUOISE, LONDON and NASDAQ OMX.

Trade on over 100 market centers in 24 countries.

Direct market access to stocks, options, futures, forex, bonds, ETFs and CFDs
from a single IB Universal Account™.

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Access market data 24 hours a day and six days a week to stay connected to all global markets.

Convert currencies at market determined rates as low as 1/10 of a basis point, or create a position collateralized by a non-native currency.

Fund your account in multiple currencies. Trade assets denominated in multiple currencies from a single account.

Innovative Technology

We’ve been building trading technology that provides competitive pricing, speed, size, diversity of global products and advanced trading tools to our clients for 39 years.
Trading Platforms

Our trading platforms have been designed with the professional trader in mind:

  • Optimize your trading speed and efficiency with our market maker-designed Trader Workstation (TWS).
  • Trade your IB account on-the-go from just about any mobile device with mobileTWS.
  • Use our HTML-based WebTrader, a clean and simple interface that works from behind a firewall.

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Advanced Trading Tools

Our suite of Option Labs and advanced trading tools offer support to help you discover and implement optimal trading strategies. For example, our Probability Lab offers a practical way to think about options without the complicated mathematics, and the Option Strategy Lab lets you create simple and complex multi-leg option orders based on your own price and volatility forecast.

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Order Types and Algos

Trader Workstation (TWS) supports over 60 order types, from the most basic limit order to advanced trading to the most complex algorithmic trading, to help you execute a wide variety of trading strategies.

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API and FIX/CTCI Solutions

Our proprietary API and FIX CTCI solutions let institutions create their own automated rule-based trading system that takes advantage of our high-speed order routing and broad market depth.

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Sophisticated Risk Management

Real-time market-risk management and real-time monitoring provide a comprehensive measure of risk exposure across multiple asset classes around the globe and real-time data that gives you the edge you need to react quickly to the markets.

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Integrated Solutions

IB's Order Management System (OMS) makes it easy to submit, stage, manage and track client orders whether they are received electronically via FIX, input directly by traders or placed over the phone.

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Strength and Security

Financial Strength and Stability

Our strong capital position, conservative balance sheet and automated risk controls protect IB and our clients from large trading losses.

Interactive Brokers Group (IBG LLC) equity capital exceeds $5 billion1. 14.5% of IBG LLC is owned by the publicly traded company, Interactive Brokers Group, Inc. and the remaining 85.5% is owned by our employees and affiliates.

Unlike other firms, where management owns a small share, we participate substantially in the downside just as much as in the upside which makes us run our business conservatively. We hold no material positions in OTC securities or derivatives. We hold no CDOs, MBS or CDS. The gross amount of our portfolio of debt securities, with the exception of US governments is less than 10% of our equity capital.

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  1. Includes Interactive Brokers Group and its affiliates.

Comprehensive Reporting

Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account.
PortfolioAnalyst

PortfolioAnalyst, our online reporting and analysis interface, lets you analyze the performance of your account portfolio online by creating and saving customizable PDF reports based on a set of measurement criteria and optionally comparing the data to selected industry benchmarks.


Statements

Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.


Flex Queries

Create statement templates called Flex Queries, which let you customize your activity data at the most granular level and download in XML or text format.


Downloadable Statements

Save your statements in PDF or Excel format, or download them to a variety of third-party formats such as Quicken, Tradelog or CapTools.


Daily Margin Reports

Daily margin reports detail requirements by underlying.


Transaction Cost Analysis (TCA)

TCA tracks the quality of your orders’ transaction prices versus market conditions either at the time the orders were submitted or after the trade executes.


Tax Optimizer

Tax Optimizer lets you change your tax lot-matching method to optimize your gains and losses.


Open an Account

We offer two types of Proprietary Trading Group account structures. Both account types provide institutions with the flexibility of trade execution, clearing and prime broker services all within the same account.

Start Application

Finish Application


What You Need

Application Instructions

Contact a Representative


Interactive Brokers offers Proprietary Trading Group accounts for: Corporations, Partnerships, Limited Liability Corporations, and Unincorporated Legal Structures.

Accounts are accepted from residents of all countries except those countries that are prohibited by the US Office of Foreign Assets Control. Click here for a list of available countries.


Additional Account Information
Pool Account Structure Chart



Account Structure Details

A single trading account with one or more users.

Multiple users can view and modify other traders' activity.

Link to Administrators for the purpose of providing administrative services such as reporting. Shop for registered Administrators at the Administrator Marketplace.

Pool Account PDF Guide

Separate Trading Limit Account Structure Chart



Account Structure Details

Master, sub accounts and users are part of the same legal entity.

Funds are deposited in the master account and transferred between the master and sub accounts to control individual trader limits.

Initial margining is determined for each individual account, while maintenance margining is determined at a consolidated account level.

Master users can set trading limits on individual sub accounts based on order size and value.

Link to Administrators for the purpose of providing administrative services such as reporting to your sub accounts. Shop for registered Administrators at the Administrator Marketplace.

Seperate Trading Limit PDF Guide



For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300.