White Branding
White Branding
White branding gives you the ability to display your own logos and company information on our trading platforms and reporting systems.
Interactive Brokers offers a solution for Brokers and Professional Advisors to use their own banners for white branding purposes.
Our White Branding program offers some of the following benefits:
- If you are a Broker, you can use your own logo on our Trader Workstation. You can also market your company information on TWS, i.e. a link to your website, contact information to departments and individual employees, including telephone numbers and email addresses.
- You can white brand Client Portal. When your customers log in to Client Portal, the login window will be branded with your logo.
- White brand the TWS Users' Guide.
- Brokers can also upload their own banners for white branding of the Statements and the Registration System.
- White brand the Contract Database with your company name and logo, a link to your website and even your own customized stylesheet. The Contract Database provides the data for IBKR's Contract Search feature.
It's easy to set up white branding. Simply log into Client Portal and access the White Branding page in the Manage Account > Settings menu. After you have uploaded the banners and filled in the information you want to be displayed, implementation should take no more than two hours under normal circumstances, except for the Statements which can take up to 24 hours.
View detailed instructions for setting up white branding.
For more information about White Branding, contact us at whitebranding@interactivebrokers.com.
TWS White Branding
Interactive Brokers makes it easy for Brokers to customize the IBKR Trader Workstation (TWS) platform to display your company logo and company information in place of all IBKR details. The setup process is twofold: First you enter your company information in Client Portal, and then provide a link on your website for your clients to download and install TWS.1
Note:
- Your initial white branding request may take up to 48 hours to take effect. Changes made before 5:00 PM EST go into effect 8:00 PM EST the same day. Changes made after 5:00 PM EST will take effect the following day 8:00 PM EST.
Client Portal, Registration, Statements and PortfolioAnalyst
Interactive Brokers provides the ability for Brokers and Professional Advisors to upload their own banners to white brand Client Portal, the IBKR Registration System, the statements that they provide to their customers, and PortfolioAnalyst reports. The main banner requires a 650x80 jpg or png image. All images need to be less than 50KB in size.
Upgrade existing banner images to png format to apply the most recent style to statements.
Do not use the Interactive Brokers banner as a template for your White Branding Banner. IBKR cannot endorse any Broker, and using a banner based on our corporate banner would give that impression. Please note that white branding of statements can take up to 24 hours from the time you upload your images.
| Registered Advisors | Fully Disclosed Brokers | Non-disclosed Brokers | |
|---|---|---|---|
| Statements and PortfolioAnalyst | Yes - Only the banner can be white branded. Advisors cannot delete, change or white brand any footnotes or legal notes. |
Yes - The banner can be white branded. Fully Disclosed Brokers cannot delete, change or white brand any footnotes or legal notes. |
Yes. Non disclosed Brokers can delete footnotes EXCEPT the following footnote: "Interactive Brokers LLC, member Securities Investor Protection Corporation (SIPC), provides execution, clearing and carrying services for your account pursuant to an agreement with INSERT INTRODUCING BROKER NAME" |
| Email Notices of Statement Availability | Yes | Yes | Yes |
| Account Approval and Documentation | Yes EXCEPT:
|
Yes EXCEPT:
|
Not applicable. |
| Client Portal | Yes EXCEPT:
|
Yes EXCEPT:
|
Yes |
| Application | Yes EXCEPT:
|
Yes EXCEPT:
|
Not applicable. |
| Funding Notifications | Yes | Yes | Yes |
| Deficiency Emails | Yes | Yes | Yes |
| General Email | Yes | Yes | Yes |
Email White Branding
Interactive Brokers provides the ability for Brokers and Professional Advisors to white brand emails that are sent to customers from the Registration System, Client Portal and Customer Service.
Email Domain Server ConfigurationTWS Users' Guide White Branding
You can White Brand the logo, trading system and company name in the Trader Workstation Users' Guide. The logo must be a 100 x 22 jpg or gif image with a maximum size of 50KB. You upload the logo and enter all of your White Brand information, including the trading system name and acronym, company name and acronym, and trading tool name on the White Branding page in Client Portal.
After you enter your White Brand information, create a link to your User's Guide on your website using following link:
http://www.interactivebrokers.com/php/whiteLabel/welcome.php?id=your_whitebranding_id
Contract Database White Branding
Interactive Brokers provides the ability for Brokers and Professional Advisors to white brand the Contract Database on the IBKR website by entering information in Client Portal. Part of the information you enter includes links to two images that you create - a leftmost image that must be 244 x 58 pixels and rightmost image that must be 371 x 58 pixels - and a link to your own stylesheet.
Any change will take effect within 12 hours.
Disclosures
- Brokers and Financial Advisors are able to white brand TraderWorkstation (TWS).
- Brokers who configure TWS for white branding will enjoy the benefit of white branded IBKR TWS on these mobile devices: IBKR TWS for Android and IBKR TWS for iOS (iPhone and iPad in iPhone compatibility mode).
