For more information about White Branding, contact us at firstname.lastname@example.org.
Interactive Brokers makes it easy for Brokers to customize the IB Trader Workstation (TWS) platform to display your company logo and company information in place of all IB details. The setup process is twofold: First you enter your company information in Account Management, and then provide a link on your website for your clients to download and install TWS.1
WebTrader is IB's HTML-based trading interface, which allows IB customers to access market data and transmit orders from behind a firewall where access to TWS may be impossible. The WebTrader may also be easier to use for customers who don't need all of the capabilities of the Trader Workstation. Brokers and their customers may use the WebTrader if IB is not the designated OATS Reporting Party under an Order Sending Organization (OSO) Agreement for that Broker.
Interactive Brokers provides Brokers the ability to White Brand IB's WebTrader. The main banner requires a 318x63 jpg, gif or png image. You can provide an additional banner to extend your main banner across the window. This additional banner must be a 386x63 jpg, gif or png image. All images need to be less than 50KB in size.
Interactive Brokers provides the ability for Brokers and Professional Advisors to upload their own banners to white brand Account Management, the IB 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. IB 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.
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:
|Account Management||Yes EXCEPT:
Interactive Brokers provides the ability for Brokers and Professional Advisors to white brand emails that are sent to customers from the Registration System, Account Management and Customer Service.
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 Account Management.
Interactive Brokers provides the ability for Brokers and Professional Advisors to white brand the Contract Database on the IB website by entering information in Account Management. 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.