Integrated Investment Management Account

Integrated Investment Management Account

Trade multiple products around the world from a single account.
Our Integrated Investment Management Account offers traders these advantages:
  • Trade stocks, options, futures, forex, bonds, and more from the same trading screen. In addition, your transaction history and positions are all reported on a single statement.
  • Trade around the world without having to open multiple accounts in different countries.
  • Trade securities and futures in a single account. Many brokers require you to create separate non-linked securities and futures trading accounts. IBKR’s Integrated Investment Management Account links your securities and commodities account segments in one account.
  • IBKR does not require you to open accounts in multiple currencies.
  • For cash accounts, clients can have the necessary amount of cash in any IBKR-supported currency (e.g., a US stock trade can be executed versus a EUR cash balance), and IBKR will coordinate the necessary forex trade in the amount required to settle the trade on your behalf.
  • For margin accounts, when you want to trade a product denominated in another currency, a loan is created, which is secured by your deposited currency. If you want to eliminate the loan, you may do so at any time by trading currencies through our IDEAL FX* network or depositing money in another currency. You will find that our currency exchange rates are much better than retail banks or exchange rates offered by credit card companies.

For each IBKR account, you have the flexibility to designate any of 24 currencies1 as your account’s base currency. Your base currency determines the currency of translation for your statements and the currency used to determine margin requirements. In addition, charges related to market data and research, inactivity fees and commissions on currency trades are also charged in your base currency.

The specific currencies available for deposit and withdrawal vary by IBKR entity. For more information on funding your account, please visit our Fund Your Account Page.

Fund Your Account


Notes:

  1. Currencies may vary by jurisdiction.

* IDEAL FX includes a suite of FX execution services including IDEAL and IDEAL PRO.

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