Proprietary Trading Group (2024)

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Proprietary Trading Group (1)

Proprietary Trading Groups

Trade, clear and report on over 150 market centers worldwide.

Lower costs for proprietary trading Lower Costs Securities Financing for proprietary trading Securities Financing Global markets for proprietary trading Global Markets Innovative Technology for proprietary trading Innovative Technology IBKR OMS for proprietary trading IBKR OMS Comprehensive reporting for proprietary trading Reporting and Analytics Account Structure Account Structure Open a Proprietary Trading Account Open Account

Contact our institutional sales team to learn more.

Sales Contacts

The IBKR Advantage

  • Authorize multiple traders to enter orders from a single account.
  • Configure sub-accounts and limits for different traders and strategies.
  • The lowest margin rates, with rates as low as 5.83%.*
  • Deep stock availability, transparent stock loan rates, global reach, dedicated support and automated tools to simplify the financing process.
  • Single, seamless platform with integrated OMS/EMS.

Professional Pricing – Maximize Your Returns

IBKR offers the lowest1 cost and access to stocks, options, futures, currencies , bonds and funds from asingle unified platform. If an exchange provides a rebate, we pass some or all of the savings directly back to you.

Learn About Commissions

Margin rates up to49%lower than the industry.2

Compare Margin Rates

Earn interest rates of up to USD 4.83% on instantly available cash.3

Compare Interest Rates

Earn extra income on your lendable shares.

See Stock Yield Enhancement

  1. Lowest Cost Broker according to StockBrokers.com Online Broker Survey 2023: Read the full article Online Broker Reviews, May 18, 2023. "Because Interactive Brokers' core clientele are professional traders and institutional investors (e.g., hedge funds), it is crucial to provide the lowest commissions schedule available. In our rigorous assessment, there is no question Interactive Brokers delivers."
  2. For complete information, see our margin rate comparison
  3. Restrictions apply. See additional information on interest rates. Credit interest rate as of March 5, 2024.

Securities Financing

IBKR combines deep stock availability, transparent stock loan rates, global reach, dedicated support and automated tools to simplify the financing process and allow you to focus on executing your strategies.

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Securities Lending Dashboard

Our Securities Lending Dashboard is powered by complimentary and premium security lending analytics from Orbisa, a leading securities lending market data provider. Use daily short sale data on thousands of securities worldwide to generate trade ideas, gauge short sentiment and evaluate your portfolio from a different angle.

Learn About Securities Lending Dashboard

Depth of Availability

IBKR's depth of availability helps with locating hard to borrow securities while protecting against buy-ins and recalls. Shares available for shorting can be viewed in real-time on Trader Workstation (TWS) by adding the Shortable Shares and Fee Rate columns to your display.

Learn About Securities Financing

Transparent, Competitive Loan and Borrow Rates

IBKR uses automated price discovery to bring transparency, reliability and efficiency to the stock loan and borrow markets. A combination of sources is used to develop our indicative rates, which are displayed along with security availability in our automated securities financing tools.

Learn About Securities Financing

Stock Yield Enhancement Program

  • Increase investment returns by lending fully paid and/or excess margin stock.*
  • Optimize lending of your hard to borrow assets by earning a market-based loan rate.
  • Trade your loaned stock with no restrictions. You can sell your shares at any time.

* Lending fully paid shares can increase your overall return on investment but does not guarantee that your investment will be profitable.

Learn About Stock Yield Enhancement

Automated Tools

IBKR offers clients a variety of stock loan and borrowing tools, including:

  • Pre-borrow program to secure borrow on trade date to increase certainty of hard-to-borrow settlement.
  • IPO T+1: Selected US IPOs are available to short upon Listing Day + 1 day.
  • Borrow Fee History: Analyze borrow fees going back as far as 3 years.
  • Utilization – Borrow Demand Metric: Enables you to quickly isolate valuable-to-lend stock.

Learn About Securities Financing

Institutional Clients

  • Direct access to the Securities Financing coverage desk.
  • Stock loan market color commentaries via Traders' Insight and Hazeltree.
  • Private locates available upon request allow for better timing of entry points on high traffic short positions.

Discover a World of Opportunities


Invest globally in stocks, options, futures, currencies, bonds and funds from asingle unified platform. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week.

150

Markets

34

Countries

27

Currencies*


Global Markets

*Available currencies vary by Interactive Brokers affiliate.

Graphic is for illustrative purposes only and should not be relied upon for investment decisions.

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Local Time: Open Closed

mssage123

Explore Our Global Offering

Bond Marketplace

Interactive Brokers strives to provide the best deal on bonds by passing through to our clients the highest of all bids and lowest of all offers we receive from the electronic venues we access. We do not widen spreads, apply hidden fees or markup quotes.

Mutual Fund Marketplace

The Mutual Fund Marketplace offers an extensive availability of mutual funds from around the world. Use our Mutual Fund Search Tool to search funds from more than550fund families and filter funds by country, fund family, transaction fee or fund type.

Short Securities Availability

The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities from within Client Portal.

IBKR GlobalAnalyst

IBKR GlobalAnalyst is designed for investors who are interested in international portfolio diversification. It helps you find new opportunities to diversify your portfolio and discover undervalued companies that may have greater growth potential.

Overnight Trading Hours

Trade select US stocks and ETFs around the clock, five days per week. Access US stocks and ETFs when market-moving news happens and trade during Asian market hours or whenever it is convenient for you.1

  1. Any discussion or mention of an ETF is not to be construed as recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circ*mstances and, as necessary, seek professional advice.

Leverage Technology Built to Help You Get Ahead

Trading Platforms

Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.

Order Types and Algos

100+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.

API Solutions

Use our API solutions to build your own trading applications, obtain market and chart data and view IBKR account detail.

Advanced Trading Tools

Spot market opportunities, analyze results, manage your account and make informed decisions with our free advanced trading tools.

Free Account Tools

Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.

IBKR OMS: Your Complete One-Stop Solution

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Our IBKR OMS software integrates with our award winning EMS, the IBKR Trader Workstation (TWS).


This one-stop solution is perfect for institutions looking to reduce costs and improve productivity with a fully integrated OMS/EMS setup. Order management, trading, research and risk management, operations, reporting, compliance tools, clearing and execution – all are available as part of our complete platform. The IBKR OMS offers a robust and customizable order management platform that you can use within your current multi-broker setup. Route orders to your existing execution providers, and allocate pre- or post-trade to multiple custodians using the IBKR OMS platform. With over 40 years of industry experience, we can easily configure our robust technology to fit the complex needs of your business.


Learn About IBKR OMS

Reporting & Analytics

Powerful Reporting Solutions

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

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Statements

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

Learn About Comprehensive Reporting

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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.

Learn About Comprehensive Reporting

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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.

Learn About Comprehensive Reporting

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Daily Margin Reports

Daily margin reports detail requirements by underlying.

Learn About Comprehensive Reporting

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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.

Learn About Comprehensive Reporting

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Tax Optimizer

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

Learn About Tax Optimizer

Proprietary Trader Account Structure

Organization Account Structure

  • A single trading account with one or more users.
  • Interactive Brokers offers Proprietary Trading Group accounts for corporations, partnerships, limited liability companies, and unincorporated legal structures.

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Account Information

Multiple users can view and modify other traders' activity.

Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. See all available countries.

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

Please note that monthly activity and other minimum fees may apply.

Organization Account PDF Guide

Separate Trading Limit Account Structure

  • Multiple, linked accounts all in the name of a single entity. Assets in all accounts are owned by the entity account holder. Each account has its own trading limits and can have its own trading strategy.
  • Interactive Brokers offers Proprietary Trading Group accounts for corporations, partnerships, limited liability companies, and unincorporated legal structures.

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Account Information

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.

Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. See all available countries.

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.

Please note that monthly activity and other minimum fees may apply.

Separate Trading Limit PDF Guide

Open a Proprietary Trader Account

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.

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.

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Disclosures

  1. According to StockBrokers.com Online Broker Survey 2023: Read the full article Online Broker Reviews, May 18, 2023. "Professionals can take advantage of industry-leading commissions, including the lowest margin rates across all balance tiers."View our margin rates for more information.
  2. Lowest Cost Broker according to StockBrokers.com Online Broker Survey 2023: Read the full article Online Broker Reviews, May 18, 2023. "Because Interactive Brokers' core clientele are professional traders and institutional investors (e.g., hedge funds), it is crucial to provide the lowest commissions schedule available. In our rigorous assessment, there is no question Interactive Brokers delivers."
  3. Restrictions apply. See additional information on interest rates. Credit interest rate as of March 5, 2024.
  4. For complete information, see our margin rate comparison
  5. Available currencies vary by Interactive Brokers affiliate.
  6. Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circ*mstances and, as necessary, seek professional advice.

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