Level: Beginner

This course will review the overall Hedge Fund account structure at Interactive Brokers and will discuss how to navigate IBKR’s Hedge Fund Portal. The Portal web application includes powerful reporting and performance analytics, fund administrator connectivity, and opening Separately Managed Accounts (SMAs) and additional hedge fund applications. IBKR also offers access to the Hedge Fund Marketplace, which is an online version of a traditional Capital Introduction program.

Interactive Brokers provides cost-sensitive hedge funds with trading, clearing, custody, reporting and other services. This video lesson will review the overall account structure for Hedge Funds at Interactive Brokers.

The IBKR Hedge Fund Portal is our free and powerful client relationship management (CRM) platform. The web application serves as a one-stop destination to manage clients, see account balances, P&L and key performance metrics, funding, reporting, and more.

This lesson will review how Fund Managers can initiate applications for the sub-Hedge Fund Account or for Separately Managed Accounts (SMAs).

Fund Managers and Hedge Fund Advisors can quickly and easily connect their account to their third party Fund Administrator for read-only reporting access.

Interactive Brokers offers a full suite of robust reporting software for Hedge Fund Advisors (HFA) and Fund Managers (FM) to pull standard statements, create custom reports, enable automatic statement delivery, and provides access IBKR's PortfolioAnalyst.

IBKR’s Hedge Fund Marketplace is an online version of a traditional Capital Introduction program designed to allow Hedge Funds who use IBKR as their principal Prime Broker to market their Funds to IBKR customers who are Accredited Investors and Qualified Purchasers.