WHAT IS IBKR?
Interactive Brokers LLC is an American multinational brokerage firm. It operates the largest electronic trading platform in the U.S. by number of daily average revenue trades.
The company brokers stocks, options, futures, EFPs, futures options, forex, bonds, and funds.
WHAT ARE MANAGED ACCOUNTS?
A Managed Account is a portfolio of assets managed on your behalf by us.
You own the individual securities, which can provide the ownership, control, and transparency you deserve while giving us the discretion to act on your behalf.
Your account is not commingled with others and remains in your complete control, as opposed to traditional mutual funds where all client funds are generally pooled together under one entity.
IBKR AND MANAGED ACCOUNTS
Clients open brokerage accounts with IBKR for us to manage. Upon request, we provide assistance to our clients in opening brokerage accounts.
Once accounts are open and funded, our algorithms take over and monitor investment portfolios on an ongoing basis.
We do not have access to client funds. We merely determine how to invest your funds and make the necessary allocations on your behalf.