Level: Beginner

The video lessons in this course will review how to set up your new institutional account with Interactive Brokers. The lessons cover topics such as adding individuals as users for account access, subscribing to market data or research, setting trading restrictions, and more.

Learn more about the IBKR trading platforms available to institutions, which includes Trader Workstation, IBKR Mobile, Client Portal, and the robust API solutions. The IBKR Campus is a free educational resource where investors can learn about trading, financial markets, and using Interactive Brokers trading tools.

A financial advisor, introducing broker, hedge fund manager, or a proprietary trading account may give any person access to their account and grant specific access rights for that individual to have. If multiple people need similar levels of access to the account, user roles may be used as a template and assigned to multiple users at once.

Institutional accounts at Interactive Brokers can appoint individuals as Authorizers to approve requests as an additional level of security for certain administrative functions such as position transfers, withdrawals, banking information modifications, and changes to user access rights.

Any institutional account at Interactive Brokers, including Advisors, Brokers, and Hedge Funds, can use the Pre-Trade Compliance (PTC) tool to set trading restrictions and controls on their account or individual users with account access. The Pre-Trade Compliance tool can be used to restrict trading by asset class, product category, ticker symbol, concentration of portfolio positions by asset class, product category, ticker symbol, and restrict trading to specific date and time periods. Compliance officers can generate customized reports for trades meeting certain criteria.

Learn how to easily subscribe to various market data, research, and news subscriptions or bundles available through the Interactive Brokers platform.

Interactive Brokers provides all clients with access to a paper trading account which allows clients to use the full range of IBKR’s trading features in a simulated environment using real market conditions. Use this test environment to learn trading features such as order types without risk, learn market dynamics in new exchanges and products, and simulate and test trading strategies.

Quickly access customer support tools including Corporate Action Manager, Market Data Assistant, Paper Forms and IB’s Message Center and Live Chat options to easily contact Client Services regarding account inquires.