Account Service Highlights
Highlights
Read about all the extra features we provide that you may not be aware of. Use the tabs and filters below to select a topic and learn more.
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ADR Conversions
Convert ADRs into ordinary shares.
Corporate Actions
Participate in corporate actions.
Portfolio Margin
A risk-based margin model.
Post Trade Allocations
Quickly allocate U.S. stock and option orders post-trade.
CRM for Advisors and Brokers
Manage your customer relationship life cycle in one place at no extra cost.
Prime Broker Services
Built on 38 years of providing innovative technology solutions to our clients.
Hedge Fund Marketplace
Principal Prime Brokers market their Funds to eligible clients and participating funds.
Soft Dollars
Offset the costs of purchasing approved research products and services.
IBKR Custody Accounts
For Institutions who want to trade through IBKR but are prohibited from depositing margin collateral directly with a broker/dealer.
Stock Yield Enhancement Program
Earn extra income on the fully-paid shares of stock held in your account.
T+1
Buy replacement shares to use against an option assignment to preclude both capital gains and a higher tax liability.
Institutional Services
Gives institutional customers the flexibility to execute and/or clear trades on our platform or with numerous third-party brokers.
Reporting
Access a variety of useful tools and information for your tax reporting needs.
Linked Accounts
Link multiple accounts together under a single username and password.
Tax Optimizer
Manage your gains and losses for tax purposes.
