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Family Advisor Account

Trading Term

An Interactive Brokers account structure designed for clients who manage 15 or fewer multiple accounts of varying types. Only Advisors who are exempt from registration are eligible to open an IBKR Family Advisor account. Generally, most jurisdictions require that an advisor have 15 or fewer clients in order to qualify for exemption from registration. However, registration requirements can vary among jurisdictions. For example, advisors residing in the United States may be required to register under either State or Federal law if they meet certain criteria (e.g., total assets under management, number of clients, whether they receive compensation, etc.).

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