Information for Individuals & Advisors

Our Advisor accounts let Professional Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs) execute and allocate trades among multiple clients from a single order management interface.

Start Individual Application

Application Instructions

Start Family Application

Application Instructions
Finish an Application

Advisors who manage client accounts in excess of state registration minimums (generally 16 or more accounts and US $25 million in assets) must be registered under local regulatory law (e.g. Registered Investment Advisors (RIA) for US securities and Commodity Trading Advisors (CTA) for US commodities).

Interactive Brokers Canada offers the following account types:

Individual, which includes the following sub-types:
- Individual
- Joint (two parties only)
- Trust:
  - Informal Trust (same as individual application for IB Canada)
  - Formal Trust (start individual application, then select Trust)
- Registered, which includes the following sub-types:
  - Regular Retirement Savings Plan
  - Spousal Retirement Savings Plan
  - Tax-Free Savings Accounts

Advisor, which includes the following sub-types:
- Family Account
  For individuals benefiting from a power of attorney or trading authorization from close family members and wishing to trade multiple accounts from a single interface for close family members. Non-registered individuals may manage multiple sub-account(s) for a maximum of 5 close family members only. Corporations may not open master accounts. Click here to open a Family Account.
- Professional Advisor
  For professionals duly registered with the relevant securities commissions wishing to manage an unlimited number of sub-accounts. Click here to open a Professional Advisor Account.

Corporations or partnerships should apply for an Institution account.

If you are confused about which type of account to open, or have any question regarding the application process, please contact IB Canada at 877-745-4222, or send us a question here.

Single Account

Family Advisor Account

For information regarding your account, contact Interactive Brokers by clicking here.

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

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.

Know Your Advisor: View the CIRO AdvisorReport