News at IBKR

News at IBKR 2019



May 6, 2019
  • Access CME Group Micro E-mini Futures at IBKR
  • Payment for Order Flow
  • New Commissions Structure for European Stocks
  • When Was Your Last Portfolio Checkup?
  • Interactive Brokers First to Offer a Stock Yield Enhancement Program for Canadian Assets
  • IBKR Bond Desk Adds Tradeweb Institutional as a Bond ATS
  • Electronic Money Transfers to Third Parties Now Available
  • New Features Added to IBKR Trading Platforms
  • Interactive Advisors Rolls Out Legg Mason Global Growth and Income Portfolio
  • The IBKR Client Risk Profile Tool for Advisors
  • New Fund, Product and Research Offerings
  • New Courses Available at Traders' Academy
  • New IBKR Market Commentary
  • Interactive Brokers Takes Top Spot in Online Broker Rankings
March 7, 2019
  • Access the Tel Aviv Stock Exchange (TASE) with Your IBKR Account
  • Electronic Money Transfers to Third Parties Now Available
  • IBKR Launches Securities Class Action Recovery Solution
  • New Features Added to IBKR Trading Platforms
  • Split the Difference with MidPrice Orders
  • Introducing the Advisor Portal
  • IBKR Corporate Bond Order Desk Adds Support for Advisors
  • IBKR Asset Management Adds Crabtree Hedged Technology Portfolio
  • New Fund, Product and Research Offerings
  • 2018 Tax Form Availability
  • Awards for IBKR
  • Trading Calendar 2019

News at IBKR 2018



December 14, 2018
  • IBKR Expanding Interest Payment Benefit to Smaller Accounts
  • IBKR Launches Corporate Bond Trading Desk
  • IBot - The Next Step in Intelligence
  • Alexa Skill IBKR IBot Skill for Amazon Alexa
  • Closing the Gap Between Mobile and Desktop
  • Introducing the Bloomberg Interactive Brokers Studios
  • IBKR Asset Management Adds State Street Portfolios
  • Use TWS to Access Daily Leverage Certificates at SGX
  • New Fund, Product and Research Offerings
  • New Account Management Features for Advisors
  • New Courses at Traders' Academy
  • New Market Commentary at Traders' Insight and Quant Blog
  • Awards for IBKR
  • 2018 Tax Form Availability
  • 2019 Trading Calendar
September 20, 2018
  • Direct Deposit
  • Client Portal
  • IBKR Mobile
  • Options Trading
  • Hong Kong Market IPOs
  • Traders' Academy
  • Market Commentary
  • IBKR Asset Management
  • Mutual Funds
June 6, 2018
  • Integrated Cash Management from IBKR
  • IBKR Welcomes New Bond Disclosure Rules
  • Options Strategy Tools
  • Ask IBot
  • New Investment Products and Services
  • New Courses at Traders' Academy
  • New Contributors @ IBKR Quant Blog
  • Interactive Brokers Asset Management
  • Interactive Brokers Takes Top Spot in Online Broker Rankings
March 14, 2018
  • New Features for the Debit Card
  • A Single App for Trading and Security
  • Introducing Traders' Academy
  • IBKR Quant Blog
  • Complex Strategies Made Simple
  • IBot - the next step in Intelligence
  • New Investment Products
  • Funding Made Easier
  • New Portfolios at IBKR Asset Management
  • Seamless Integration with TurboTax
  • Awards for IBKR

IB Communiqués 2017



December 20, 2017
  • Bitcoin Futures Available at IBKR
  • Try Client Portal (Beta Release)
  • View Real-Time IBKR Data with PortfolioAnalyst
  • Purchase and Borrow with Apple Pay
  • Join IBKR Forum
  • Explore TWS Enhancements
  • 2018 Trading Calendar
  • New Portfolios from IBKR Asset Management
  • More Investment Alternatives
  • Adaptive Algo at a glance
  • Form ADV Support for Advisors
October 17, 2017
  • Make Purchases with the Interactive Brokers Debit Mastercard®
  • New Account Management System is Launching
  • Account Protection with IB Key
  • Submit Orders within the Bid/Ask Spread with Tools, Order Types and Algos.
  • Trader Workstation Key Enhancements
  • Mobile Order Wheel
  • API Updates
  • Full Client Service Available for Brokers
  • Tiered Advisor Fee Schedule Functionality Added
  • New Interactive Brokers Asset Management Smart Beta Portfolio
  • Hedge Fund Allocator Account
  • Accelerated T+1 Stock Settlement
  • New Methodology for Calculating Benchmark Interest Rates
  • New Exchanges, Mutual Funds and Research Providers
August 14, 2017
  • Interactive Brokers Debit Mastercard
June 22, 2017
  • Account Management Completely Reimagined
  • Consolidated Mobile Apps
  • The Trader Referral Program
  • Pre-Trade Compliance Tool for Institutions
  • View All of Your Financial Accounts in One Place
  • From Desktop to Mobile without Missing a Beat
  • New Features for Advisors
  • TWS and API Updates
  • WT WebAPI
  • New Products and Currencies
  • New Research Providers and Mutual Funds
March 22, 2017
  • Year in Review
  • Who is the Real Winner of the Broker Price War?
  • PortfolioAnalyst Beta
  • Enhanced Returns with Covestor Smart Beta Portfolios
  • Python API
  • Stock Yield Enhancement Program in Canada
  • Forex Auto Swap Program
  • More Advantages for Advisors
  • Offshore Mutual Funds
  • New Products, Exchanges, Research Providers and Mutual Funds

IB Communiqués 2016



December 16, 2016
  • Trading in China Expands with Shenzhen-Hong Kong Stock Connect
  • 2016 Tax Form Availability
  • 2017 International Trading Calendar Holiday and Expirations HTML App
  • Trader Workstation Key Enhancements
  • IB TWS for Mobile Reimagined
  • IBot Goes Mobile and Gets Smarter
  • Desktop TWS Voice Feedback in Your Native Language
  • New Research Providers
  • Additional New Features
  • IRA Account Updates
  • New CME Globex Products
  • Three-Tier Advisor Accounts
  • Traders' Insight
November 18, 2016
  • Greenwich Compliance
  • IB Feature Explorer
  • Portfolio Enhancements
  • IBOT: Natural Language Interface to Trading
  • NextShares Exchange-Traded Managed Funds
  • Options Exercise FYI
  • Layout Library for Custom Workspace Layouts
  • Benefits of the Adaptive Algo Order
  • Unified Events Calendars
  • Option Tools Enhancements
  • Account Management Updates
  • New Products
  • Investor's Business Daily Survey of Online Brokers
July 20, 2016
  • Trader Workstation Key Enhancements
  • Personalize your Trading Platform
  • Account Management Updates
  • IB's Block Trading Desk
  • New Products
  • The Interactive Brokers RIA Compliance Center
  • Solium and Interactive Brokers Take Employee Stock and Option Plans to the Next Level
  • Advisors Can View Client's External Accounts in PortfolioAnalyst
May 24, 2016
  • Adaptive Algo
  • Portfolio Analyst: View All of Your Financial Accounts in One Place
  • Portfolio Builder Strategies
  • Bloomberg TV and Trader's Insight in Your Mosaic News Panel
  • IB Account Activity on the Apple Watch
  • New Online API Documentation
  • Technical Indicator Scanners & Columns
  • Mutual Fund/ETF Replicator
  • IB FYIs: Trade-Related Notifications
  • TWS Mobile Enhancements
  • IB API Enhancements
  • New Research Providers

IB Communiqués 2015



December 15, 2015
  • As the holidays approach and 2015 comes to a close, we would like to offer you a look back at some of our achievements and additions from the past year.
October 13, 2015
  • Your Friends. Our Trading Platform. No Commitment.
  • Investors' Marketplace
  • Portfolio Builder (beta)
  • Stock/ETF Benchmarker (beta)
  • Mosaic Order Entry Redesigned for Speed
  • Trader Workstation Key Enhancements
  • Resources for Advisors
    • Customer Relationship Management (CRM)
    • Expanded RIA Compliance Center
    • RIA Forums
  • Short Videos
  • Reinvest Your Stock Dividends
  • New Products
  • New Research Providers
  • IB Traders' Insight Update
  • Awards
June 2, 2015
  • Announcing the Interactive Brokers Investors' Marketplace
April 17, 2015
  • We're Updating Our Website
  • No Transaction Fee (NTF) Mutual Funds
  • Barron's Best Online Broker - Again
  • Retirement Savings Plans (RSP)
  • RIA Compliance Center
  • New Research Providers
  • Trader Workstation Key Enhancements
  • mobileTWS Updates

IB Communiqués 2014



December 8, 2014
  • Transaction Cost Analysis Report
  • Probability Lab Android App Store
  • China Now Open for Trading
  • IB FYI: Capture Dividends with Automatic Early Exercise
  • IB's Share of Retail Forex
    Market Up a Full Percentage Point to 7%
  • Generate Activity Statements in Excel Format
  • mobileTWS for Android Phone
  • IB Wins at US Hedge Fund Services Awards
  • Trader Workstation Key Enhancements


October 10, 2014
  • Beta Weighting in IB Risk Navigator
  • Accelerated T+2 Stock Settlement
  • Trader Workstation Key Enhancements
  • Don't Leave Money Behind
  • Going Mobile
  • Video Webinars & Courses
  • Advisor Client Fee Enhancement
  • Lower Commissions
  • 2015 International Traders' Holiday and Expiration Date Calendar


June 13, 2014
  • Discretionary Orders for US Options
  • Trader Workstation Key Enhancements
  • mobileTWS Enhanced for Speed
  • Video Webinars & Courses
  • Marketplace@IB
  • Mutual Funds
  • TOM Exchange
  • Bonds


April 11, 2014
  • IEX Trading Access
  • Waived Activity Fee
  • Volatility Lab
  • MultiCharts Advanced Charting
  • Mutual Fund Replicator
  • Option Exercise
  • Securities Financing
  • Shortable Shares and Fee Rates
  • IB Traders' Insight: Global Market Insights by Traders for Traders
  • Administrators, Auditors & Tax Preparers, Market Your Services
  • Capital Introduction Program Article Upload
  • Technology Updates
    • TWS
    • mobileTWS
    • Account Management
    • Tax Optimizer
  • New Products


IB Communiqués 2013



December 17, 2013
  • Probability Lab
  • IB FYIs
  • IB Traders' Insight: Global Market Insights by Traders for Traders
  • Create and Redeem ETFs
  • Money Manager Marketplace for Bond Traders
  • Technology Updates
    • TWS
    • Account Management
    • Statements and Reports
  • New Products
  • New 2014 Traders' Calendar


November 8, 2013
  • Probability Lab


October 18, 2013
  • Options Strategy Lab
  • IB Traders' Insight: Global Market Insights by Traders for Traders
  • IB Outperforms the Industry in Stock and Options Execution Quality and Percent of Profitable Forex Accounts
  • Account Management
  • IB EmployeeTrack Compliance Reporting
  • Technology Updates
    • TWS
    • mobileTWS
    • API
  • New Products and Pricing
  • The Marketplace@IB


Web Announcements


Archive Web Page Date Posted
IBKR Quant Blog Launched!
The IBKR Quant Blog serves quantitative professionals who visualize, interpret and analyze financial information. Topics include:
  • Deep learning, artificial intelligence (AI) and other transformative technologies influencing modern markets
  • R, Python and other popular programming languages for interpreting data
  • Employment trends and activity for quants
Visit the Blog for coding examples.
IBKR Quant Blog March 2, 2018
Three More Courses added to IBKR Traders' Academy!
We are expanding our course offerings with:
  • Introduction to Charts
  • IBKR Mobile for Android©
  • Introduction to Margin Trading
Traders' Academy March 2, 2018
IBKR Won Awards from HFM Technology, StockBrokers, WSL, Canstar, Stocks & Commodities, NerdWallet...
Interactive Brokers is regularly recognized as a leader in our industry. We've won awards from organizations such as HFM Technology, StockBrokers, WSL, Canstar, Stocks & Commodities, NerdWallet.

Visit our Awards page to learn more.
Awards March 2, 2018
Create a Custom Algo Order with IBot
IBot, our natural text interface to trading, can now guide you through creating a powerful, custom Accumulate/Distribute algo through a series of simple questions. Accumulate/Distribute was designed to help traders buy or sell large quantities over time, minimizing market impact by submitting orders in smaller components, randomizing size and time.

To find out more about IBot, visit the IBot feature page.
IBot March 2, 2018
Advisors and Brokers Can Now Enroll Clients for the Interactive Brokers Debit Mastercard
Advisors and Brokers can now enroll their clients and have a debit card sent to their address if they have the following:
  • US Social Security Number
  • US Mailing Address
  • Verified Phone Number
For more information, see the Account Management Users' Guide.
Interactive Brokers Debit Mastercard March 2, 2018
Traders' Academy Offers Complimentary Courses
Interactive Brokers' Traders Academy is intended for financial professionals, investors, educators and students seeking a better understanding the asset classes, markets, currencies, tools and functionality available on IB's award-winning Trader Workstation (TWS), TWS for mobile, Account Management and TWS API applications.

Our complimentary courses use a blended delivery method of lessons, videos, quizzes, and notes to help TWS users improve their understanding of its tools and capabilities.
Traders' Academy February 13, 2018
TurboTax Third Party Service Added to Responsive Account Management
Use the Token and Query ID as your credentials to link your Interactive Brokers account.

For more information, see the Account Management Users' Guide.
Account Management Users' Guide February 13, 2018
Trust Accounts Now Eligible to Apply for Interactive Brokers Debit Mastercard
Trust accounts that meet all the following requirements are eligible to enroll:

  • Documented evidence of the existence of the Trust and their authority to act on behalf of the Trust - usually in the form of a copy of an executed Trust Agreement (Unless court appointed Trust Order)
  • Confirmed EIN for the entity (IRS Letter)
  • CIP/OFAC performed on each of the Trustee.
Interactive Brokers Debit Mastercard February 13, 2018
IBot Helps Manage Your Account
IBot can now help you complete tasks that require log-in access to Account Management (AM). When you ask IBot about funding, reports, market data and other AM-related tasks, IBot recognizes these requests and opens the relevant AM page for you in your web browser. For example, to fund your account you could enter: “Fund my account” and IBot will open Account Management in your browser window to the correct page. IBot can put you where you need to be for many AM tasks, like depositing and withdrawing funds, viewing PortfolioAnalyst reports, accessing Activity Statements, and making changes to your market data subscriptions.
IBot February 13, 2018
Holiday Hours
Click here for the Exchanges' President's Day Holiday Schedule.
IB Events Calendar February 12, 2018
2017 Tax Reporting Important Information and Dates
Tax Information and Reporting
Tax Information and Reporting January 22, 2018
Holiday Hours
Click here for the Martin Luther King, Jr. Day Holiday Schedule.
IB Events Calendar January 8, 2018

Web Announcements


Archive Web Page Date Posted
Holiday Hours
Click here for the Exchanges' New Year's Day Holiday Schedule.
IB Events Calendar December 26, 2017
Holiday Hours
Click here for the Exchanges' Christmas Holiday Schedule.
IB Events Calendar December 15, 2017
Holiday Hours
Click here for the Exchanges' Thanksgiving Day Holiday Schedule.
IB Events Calendar November 20, 2017
Holiday Hours
The Exchanges' Labor Day Holiday Schedule.
IB Events
Calendar
August 28, 2017
New Account Management Beta
We are pleased to announce the Beta release of our new Account Management system. We have rebuilt Account Management from the ground up with a modern, easy-to-use, and intuitive interface designed for and consistent across any desktop or mobile device.
Account Management Beta Users' Guide August 10, 2017
Holiday Hours
The Exchanges' Fourth of July Holiday Schedule.
IB Events
Calendar
June 29, 2017
Holiday Hours
The Exchanges' Memorial Day Holiday Schedule.
IB Events
Calendar
May 22, 2017
Offshore mutual funds now available to non-US residents
Interactive Brokers now offers offshore mutual funds for non-US residents. Click here for product details.
Offshore Mutual Funds May 9, 2017
PortfolioAnalyst Beta has been launched
The new PortfolioAnalyst has a sleek, easy-to-use interface designed for any desktop or mobile device, and is available at no cost. PortfolioAnalyst continues to provide easily customizable reports with a variety of sophisticated performance analyses and benchmark comparisons. Now you can view the performance, balance, assets and transactions of all of your accounts on a single screen, including your IB account and accounts held at financial institutions outside of IB.
PortfolioAnalyst Beta May 9, 2017
Use Traders’ University search to find webinars, short videos, guides, apps and tools
Even the most experienced traders need to keep learning to stay ahead. Traders' University provides information about IB products and services in many different ways. Choose the method that fits your own learning style.
Traders' University May 9, 2017
Trader's Journal allows you to record and save your trading ideas for any product in TWS
Trader's Journal is a convenient note-taking feature that lets you record and save trading notes and ideas on any product in TWS. Notes on an asset are displayed on any tool that lists the product, and are saved and will be available the next time you log in to TWS. In addition to text notes, you can also capture screen shots of various open tools in TWS including charts, and save them as part of your note.
Trader's Journal May 9, 2017
IBKR now offers over 8,900 mutual funds
Our direct low-cost policy allows us to offer more than 8,900 mutual funds from over 155 fund families.
Mutual Funds April 25, 2017
A new API is available for Python programmers
Beginning with Trader Workstation API Version 9.73, we now include a new Python client is now included in the Trader Workstation API. Use the programming language to build customized trading applications to automate trading strategies, request market data, and monitor your account.

After you install this API version, you can find the following Python API components:
  • Python API sample code – located in the samples/Python folder in your API installation directory (typically IB_973)
  • Python source code – located in the source/Python folder in your API installation directory

For more information, refer to our GitHub API guide. https://interactivebrokers.github.io/tws-api/#gsc.tab=0
API Solutions April 12, 2017
Trading in China expands with Shenzhen-Hong Kong Stock Connect
IB is an exchange participant in the Shenzhen-Hong Kong Stock Connect program, so our Hong Kong and international clients can now trade designated Chinese securities on the Shenzhen Stock Exchange and enjoy expanded access to China's emerging industries.
Shenzhen-Hong Kong Stock Connect April 12, 2017
2017 International Trading Calendar Holiday HTML App is now available
Our annual calendar displays exchange holidays and contract expiration dates for the major exchanges and products around the world. View the HTML Calendar App on your mobile, tablet, desktop or laptop device. For your convenience, the calendar is also available as a PDF in poster size and wallet size.
International Trading Calendar April 12, 2017
IBKR eliminates IRA maintenance fees
In the past, our IRA customers were responsible for a 7.50 quarterly fee charged by our trustee. Beginning in January 2017, IRA customers will no longer have to pay this fee.
IRA Information April 12, 2017
Holiday Hours
Click here for the Exchanges' President's Day Holiday Schedule.
IB Events Calendar February 16, 2017
Holiday Hours
Click here for the Exchanges' Martin Luther King, Jr. Holiday Schedule
IB Events Calendar January 10, 2017
2016 Tax Reporting Important Information and Dates
Find important 2016 tax-related information, forms and reporting dates.
Tax Information and Reporting January 3, 2017

Web Announcements


Archive Web Page Date Posted
Holiday Hours
Click here for the Exchanges' New Year's Day Holiday Schedule.
IB Events Calendar December 27, 2016
Holiday Hours
Click here for the Exchanges' Christmas Holiday Schedule.
IB Events Calendar December 19, 2016
Advisors can now get Invoice Notifications

To help Advisors meet compliance obligations, we can notify all of your clients about advisory fees to be deducted from their accounts before those fees are actually charged. These notices describe the method used to calculate the fee, the amount of the fee and the period covered by the fee.

Advisors can now choose how to notify their clients of advisory fee invoices by clicking the Configure Invoice Notifications button on the Manage Clients > Fees > Invoicing page.

Choose how we send these notices to all of your clients:

  • By email.
  • Through the Customer Service Message Center.
  • No notification at all. By default, your clients will NOT receive any notification about fees; the fees will automatically be deducted from their accounts.

For complete instructions, see Configure Invoice Notifications in the Account Management Users' Guide.

Configure Invoice Notifications November 25, 2016
Activity Statements are now available in CSV Format

We've updated the format for .CSV client invoice files uploaded by Advisors on the Manage Clients > Fees > Invoicing page.

The .CSV file containing multiple client invoices should contain the following fields in the following order (note that some fields are optional):

  • Client Account Number
  • Amount
  • Currency (USD, CAD, EUR, INR, CNH, etc.)
  • Memo (Optional field; this field can be left empty)
  • Money Manager Account Number (Optional field; use this field if the invoice is to be paid to a Money Manager or else leave empty)
  • Model (Optional field; this field can be left empty)

For more information, see the Account Management Users' Guide.

Account Management Users' Guide November 25, 2016
The Flat Fee Referral Program Interface has been upgraded

Referrers can now view client account status (open, funded, traded) in Account Management.

Referrer November 25, 2016
New PortfolioAnalyst Report - Trade Summary now available

We've added a new report to PortfolioAnalyst Detailed reports - the Trade Summary. The Trade Summary report shows information for all trades made in the selected time period, grouped by asset type and then by currency. Information includes symbol; description; sector; and quantity, average price and proceeds from buys and sells.

For more information about PortfolioAnalyst, see the Account Management Users' Guide.

PortfolioAnalyst November 25, 2016
Meet IBot – Our Natural Language Interface to Trading

IBot is our text-based interface to TWS designed to help you complete key trading tasks - like creating orders, viewing charts, getting quote details and seeing key account values – without having to navigate elsewhere.

To open IBot on IB TWS, select 'IBot – type to trade from the New Window drop down in Mosaic. Enter text in the entry field, for example 'Chart 6 months of aapl' and click 'Submit' to submit the command. IBot quickly displays the results.

If you need help, you can ask for it. For example, you could type 'help with orders' or 'help with quotes.'

To learn more about IBot, see the IBot Feature in Focus page. Coming soon: Support for voice commands.

IBot Feature in Focus November 25, 2016
Holiday Hours
Click here for the Exchanges' Thanksgiving Day Holiday Schedule.
IB Events Calendar November 21, 2016
Holiday Hours
The Exchanges' Labor Day Holiday Schedule.
IB Events
Calendar
August 29, 2016
Holiday Hours
The Exchanges' Fourth of July Holiday Schedule.
IB Events
Calendar
June 27, 2016
Adaptive Algo allows for both Price Improvement and Fast Fill
IB introduces the Adaptive Algo, the newest member of our growing IB Algo family. By adapting to market conditions, the Adaptive Algo attempts to achieve the fastest fill at the best all-in price.

It can be used as an Adaptive Market or Adaptive Limit order depending on your objective.

  • Adaptive Market - Unlike a simple market order that hits the ask and fills (for a buy order), the Adaptive Market buy order dynamically selects and varies the price in an effort to get a fill at best all-in price.

  • Adaptive Limit - Works similar to the Adaptive Market order, but uses the limit price as a cap. Like a simple limit, the Adaptive Limit will only fill at the specified limit price or better.
Adaptive Algo June 6, 2016
View external accounts in PortfolioAnalyst
PortfolioAnalyst now allows our clients to see the current performance of all of their financial accounts, including their investment, checking, savings, annuity, incentive plan and credit card accounts held at financial institutions outside of Interactive Brokers.
PortfolioAnalyst June 6, 2016
Apple Watch showcases the power of IB at a glance
It's never been easier to check your IB account activity. Now configurable as an Apple Watch Glance, you can check key account metrics such as Net Liquidation, Orders and Trades, Excess Liquidity and your Current Positions with a glance at your wrist. Keep track of how many new IB FYI notifications have been sent to your account, and read your IB FYIs on the watch when you enable them as push notifications on your phone.
Check Your IB Account On The Go: Apple Watch Interactive Brokers June 6, 2016
Holiday Hours
The Exchanges' Memorial Day Holiday Schedule.
IB Events
Calendar
May 23, 2016
Holiday Hours
The Exchanges' Good Friday Holiday Schedule.
IB Events
Calendar
March 18, 2016
Holiday Hours
Click here for the Exchanges' President's Day Holiday Schedule.
IB Events Calendar February 8, 2016
Holiday Hours
Click here for the Exchanges' Martin Luther King, Jr. Holiday Schedule.
IB Events Calendar January 11, 2016

Web Announcements


Archive Web Page Date Posted
Expanded RIA Compliance Center
This important resource helps advisors with the registration and compliance obligations associated with starting and registering their own advisory firm. Access webinars, in-depth Spotlights, a Transition Guide for new advisors, Due Diligence supporting materials and much more.
RIA Compliance Center December 28, 2015
2015 Tax Reporting Important Information and Dates
Find important 2015 tax-related information, forms and reporting dates.
Tax Information and Reporting December 28, 2015
Customer Relationship Management (CRM)
Our CRM system lets advisors manage their entire customer relationship life cycle in one place at no extra cost. CRM is fully integrated into our Account Management system.
CRM for Advisors and Brokers December 28, 2015
Commitment-Free Trading
Start an application today for immediate access to a free paper trading account! You will enjoy simulated trading, delayed market data, and access to the trading tools, analytics, research, fundamentals and technicals included with the platform for free. You can populate the screens and set up all optional fields the way you would want in an actual account, try our order types, Risk Navigator, Option Strategy, Volatility and Probability Labs, Portfolio Builder and many other advanced trading tools, as well as see all of our flexible report formats and compare our commissions, margins and low financing rates to their current broker.
Open an Account December 28, 2015
Holiday Hours
Click here for the Exchanges' New Year's Day Holiday Schedule.
IB Events Calendar December 28, 2015
Holiday Hours
Click here for the Exchanges' Christmas Holiday Schedule.
IB Events Calendar December 18, 2015
Holiday Hours
Click here for the Exchanges' Thanksgiving Day Holiday Schedule.
IB Events Calendar November 17, 2015
Holiday Hours
The Exchanges' Labor Day Holiday Schedule.
IB Events
Calendar
August 31, 2015
Independence Day Holiday Hours
The Exchanges' Independence Day Schedule.
IB Events Calendar June 26, 2015
Interactive Brokers Investors' Marketplace continues to grow
The Investors’ Marketplace is a groundbreaking online service where traders and investors, financial advisors, fund managers, research analysts, technology providers, business developers and administrators can meet and do business together. Search for a wide variety of investment and other third-party service providers, and advertise your own services to individual and institutional investors around the world.
Investors' Marketplace June 26, 2015
Holiday Hours
The Exchanges' Memorial Day Holiday Schedule.
IB Events
Calendar
May 18, 2015
IB rated #1 Online Broker by Barron's for the fourth year in a row
Interactive Brokers was awarded top honors in Barron's 20th annual ranking of the Best Online Brokers, securing the #1 spot for the fourth year in a row. In addition to taking the top spot overall, IB was named "Best for Frequent Traders," "Best for International Traders" and "Best for Options Traders" in this year's review. "Low costs are a key component of trading," wrote Barron's columnist and operator of the Best Online Brokers annual ranking, Theresa W. Carey, "and Interactive's price-improvement statistics are impressive. It also boasts the lowest margin fees in Barron's survey."
Barron's April 29, 2015
Holiday Hours
The Exchanges' Good Friday Holiday Schedule.
IB Events
Calendar
March 30, 2015
IB outperforms the industry in stock and option execution quality and percentage of profitable forex accounts

IB executions continue to outperform the industry. Based on independent measurements, the Transaction Auditing Group, Inc. (TAG), a third-party provider of transaction analysis, has determined that during the second half of 2014:

  • Interactive Brokers' US stock executions (for all market orders of 100 shares or more up to 10,000 shares) showed price improvement of 8 cents per 100 shares better than the industry as a whole.1
  • Interactive Brokers' US option executions (included all market orders for all order sizes and exchange rebates received by customers under IB's cost-plus pricing structure) showed price improvement of 50 cents per contract better than the industry as a whole.1

IB was also ranked top broker in terms of execution performance. Take a look at our multi-broker TAG scorecard that compares IB price execution with five leading brokers.

Additionally, Interactive Brokers Group, Inc. (NASDAQ GS: IBKR) has once again been ranked as the leading forex broker by percentage of profitable customer forex accounts, according to a composite Forex Broker Comparison produced by the website Forex Magnates.

The comparison comprises data from seven of the largest forex broker performance reports as submitted individually to the regulator, the National Futures Association (NFA), for the fourth quarter of 2014. The comparison can be found at http://www.financemagnates.com/forex/brokers/exclusive-q4-us-retail-forex-profitability-report-ib-1-again-while-oanda-slipping/.

There is a substantial risk of loss in foreign exchange trading. Past performance is not necessarily indicative of future results.

  1. The TAG analysis for US stocks included all market orders of 100 shares or more up to 10,000 shares. The analysis for US options included all market order sizes in US options and includes exchange rebates received by customers under IB's cost-plus pricing structure. The TAG analysis of orders routed to exchanges in Europe included all orders routed for execution during regular trading hours including all market and marketable limit orders and orders near the market (orders having a limit price within one-tenth of a Euro from the quote price at time of order receipt) on stocks listed on the included exchanges, weighted by the volume executed on each exchange. The exchanges for European stocks are XETRA, EURONEXT, CHI-X, WIENER BORSE, TURQUOISE, LONDON and NASDAQ OMX.
March 16, 2015
Holiday Hours
Click here for the Exchanges' President's Day Holiday Schedule.
IB Events Calendar February 9, 2015
2014 Tax Reporting Important Information and Dates
Find important 2014 tax-related information, forms and reporting dates.
Tax Information and Reporting January 22, 2015
Holiday Hours
Click here for the Exchanges' Martin Luther King, Jr. Holiday Schedule.
IB Events Calendar January 13, 2015

Web Announcements


Archive Web Page Date Posted
Holiday Hours
Click here for the Exchanges' New Year's Day Holiday Schedule.
IB Events Calendar December 22, 2014
Holiday Hours
Click here for the Exchanges' Thanksgiving Day Holiday Schedule.
IB Events Calendar November 24, 2014
Trade mainland shares via the Shanghai-Hong Kong Stock Connect program
Shanghai-Hong Kong Stock Connect is a new program that allows investors in Hong Kong and Mainland China to trade securities in each other's markets. This program allows Hong Kong investors and international investors to trade Chinese securities on the Shanghai Stock Exchange, and allows qualified investors in Mainland China to trade Hong Kong securities. Under this new program, the Hong Kong Stock Exchange (SEHK) and the Shanghai Stock Exchange (SSE) have established mutual order-routing connectivity and technical infrastructure to allow investors of their respective market to trade designated equity securities listed in the other’s market. Trades in both directions will settle in renminbi.
Shanghai -Hong Kong Stock Connect November 19, 2014
Investors' Marketplace is a first-of-its-kind online service where traders, investors and institutions can interact to form connections and conduct business.
The Investors' Marketplace allows advisors, brokers and hedge funds to advertise their services, and traders, investors, and institutions to keep up with changing business requirements by searching for and hiring third-party service providers. Find administrators, money managers, business analysts, financing firms, advertising firms, software developers, compliance firms and more, all through a common hub.
Investors' Marketplace November 10, 2014
IB wins "Best prime broker – technology" at the HFM US Hedge Fund Services Awards 2014
Click here for details.
Awards November 9, 2014
IB outperforms the industry in stock and option execution quality and percentage of profitable forex accounts

IB executions continue to outperform the industry. Based on independent measurements, the Transaction Auditing Group, Inc. (TAG), a third-party provider of transaction analysis, has determined that during the first half of 2014:

  • Interactive Brokers' US stock executions (for all market orders of 100 shares or more up to 10,000 shares) showed price improvement of 14 cents per 100 shares better than the industry as a whole.1
  • Interactive Brokers' US option executions (included all market orders for all order sizes and exchange rebates received by customers under IB's cost-plus pricing structure) showed price improvement of 17 cents per contract better than the industry as a whole.1

IB was also ranked top broker in terms of execution performance. Take a look at our multi-broker TAG scorecard that compares IB price execution with five leading brokers.

Additionally, Interactive Brokers Group, Inc. (NASDAQ GS: IBKR) has once again been ranked as the leading forex broker by percentage of profitable customer forex accounts, according to a composite Forex Broker Comparison produced by the website Forex Magnates.

The comparison comprises data from six of the largest forex broker performance reports as submitted individually to the regulator, the National Futures Association (NFA), for the third quarter of 2014. The comparison can be found at http://forexmagnates.com/exclusive-q4-us-retail-forex-profitability-report-ib-1-again-while-oanda-slipping/.

There is a substantial risk of loss in foreign exchange trading. Past performance is not necessarily indicative of future results.

  1. The TAG analysis for US stocks included all market orders of 100 shares or more up to 10,000 shares. The analysis for US options included all market order sizes in US options and includes exchange rebates received by customers under IB's cost-plus pricing structure. The TAG analysis of orders routed to exchanges in Europe included all orders routed for execution during regular trading hours including all market and marketable limit orders and orders near the market (orders having a limit price within one-tenth of a Euro from the quote price at time of order receipt) on stocks listed on the included exchanges, weighted by the volume executed on each exchange. The exchanges for European stocks are XETRA, EURONEXT, CHI-X, WIENER BORSE, TURQUOISE, LONDON and NASDAQ OMX.
November 8, 2014
We have fully tested and are ready for the launch of the Shanghai-Hong Kong Stock Connect Program
We have fully tested and are ready for the launch of the Shanghai-Hong Kong Stock Connect Program.  Details can be found at http://www.hkex.com.hk/eng/market/sec_tradinfra/chinaconnect/Documents/Investor_FAQ_En.pdf.
Shanghai-Hong Kong Stock Connect Program September 25, 2014
Holiday Hours
The Exchanges' Labor Day Holiday Schedule.
IB Events
Calendar
August 25, 2014
Free IB Probability Lab can help you understand options without the complicated math…

The Probability LabSM offers a practical way to think about options without the complicated mathematics. Use the Probability Lab to analyze the market's probability distribution, which shows what the market believes the chances are that certain outcomes will occur. Adjust based on your own forecast.

For additional information about the Probability lab, click here or visit the Demo.

Probability Lab Demo July 28, 2014
Holiday Hours
The Exchanges' Independence Day Holiday Schedule
IB Events
Calendar
June 30, 2014
IB Traders’ Insight Continues to Grow
Last year we introduced IB Traders' Insight, a key resource for market participants seeking timely commentary directly from industry professionals on the front lines of today's fast-moving markets. Traders’ Insight continues to expand. Our most recently added contributors include Elite Wealth Management, the Montreal Exchange, ISE Holdings, the Founder of fxtraderprofessional.com, the CEO of Market Prophit, and Waverly Advisors, LLC.
IB Traders' Insight June 2, 2014
Holiday Hours
The Exchanges' Memorial Day Holiday Schedule.
IB Events
Calendar
May 1, 2014
Holiday Hours
The Exchanges' Good Friday Holiday Schedule.
IB Events
Calendar
April 11, 2014
IB rated #1 Online Broker by Barron's for the third year in a row
Interactive Brokers was awarded top honors in Barron's 19th annual ranking of the Best Online Brokers, securing the #1 spot for the third year in a row. In addition to taking the top spot overall, IB was named "Best for Frequent Traders," "Best for International Traders" and "Best for Options Traders" in this year's review. Barron’s columnist and operator of the Best Online Brokers annual ranking, Theresa W. Carey, noted that IB offers "extremely competitive pricing, and the lowest margin fees of any broker in our survey."

Click here to read more.
Barron's March 21, 2014
MultiCharts Advanced Charting Now Available through TWS
MultiCharts.net advanced charting is now integrated into TWS as a complement/upgrade to our existing interactive charts. The tool is free of charge to IB customers and includes:
  • Advanced charting
  • Drawing tools and a large library of more than 300 indicators
  • User-programmable technical indicators
  • Strategy backtesting
  • User-programmable trading strategy signals
For more details and instructions on using MultiCharts, see the TWS Users’ Guide.
TWS Users’ Guide March 11, 2014
New Account Management Login Screen
We have simplified our Account Management login screen.
Account Management Release Notes February 28, 2014
Holiday Hours
The Exchanges' President's Day Holiday Schedule.
IB Events
Calendar
February 10, 2014
Holiday Hours
Click here for the Exchanges' Martin Luther King, Jr. Holiday Schedule.
IB Events Calendar January 13, 2014

Web Announcements


Archive Web Page Date Posted
Holiday Hours
Click here for the Exchanges' New Year's Day Holiday Schedule.
IB Events Calendar December 26, 2013
The link to Friday's IB Risk Navigator Q&A event has changed...
IB Risk Navigator Q&A
Friday, December 13th 10am EST

Click link below to join the event:
https://interactivebrokers.webex.com/interactivebrokers/onstage/g.php?t=a&d=715121641

Password for event is: ibtrading
IB Risk Navigator Q&A Webinar December 12, 2013
Holiday Hours
Click here for the Exchanges' Thanksgiving Day Holiday Schedule.
IB Events Calendar November 24, 2013
New Default MTM Summary statement available in Account Management
A new default Activity Statement is now available for all users - Default MTM Summary. This new statement is a redesigned HTML-formatted statement that includes Net Asset Value and Positions and Mark-to-Market Profit and Loss sections, as well as other sections related to changes in NAV, including Deposits and Withdrawals, Fees, Dividends and Interest. The Default MTM Summary statement is available for statements with a Date of Daily, Monthly or Date Range, and a format of HTML. PDF-formatted Default MTM Summaries are not available at this time.To generate this new statement, select Default MTM Summary from the Statements drop-down on the Activity Statements page in Account Management. For more help, see the Account Management User's Guide.
Account Management User's Guide September 30, 2013
Join IB’s Senior API Developers for an Advanced API Q&A, Wednesday 11/13 at 12:00 PM ET...
If you are using IB’s TWS API to create your own custom trading application, then this Special Event is for you! Get your TWS API for DDE for Excel, ActiveX, Java and C++ API questions answered by IB’s Senior API Developers. For more information and to submit your questions, visit https://plus.google.com/events/cd9jo1jbg391oatfb80hovvaos0?cfem=1
Advanced API Q&A September 30, 2013
Interactive Brokers Again Leads Industry in Percentage of Profitable Customer Forex Accounts
Interactive Brokers Group, Inc. (NASDAQ GS: IBKR) has once again been ranked as the leading forex broker by percentage of profitable customer forex accounts, according to a composite Forex Broker Comparison produced by the website Forex Magnates.

The comparison comprises data from 10 of the largest forex broker performance reports as submitted individually to the regulator, the National Futures Association (NFA), for the second quarter of 2013. The comparison can be found at http://forexmagnates.com/exclusive-q2-2013-us-forex-profitability-report-35-of-retail-clients-gain/.

There is a substantial risk of loss in foreign exchange trading. Past performance is not necessarily indicative of future results.
Forex Product Highlights September 24, 2013
mobileTWS for Android tablets and phones offer SSL, Contract News, Market Scanners, Translations and more
mobileTWS for Android tablets and phones now let you to add a Secure Socket Layer for added security. For tablets, we have also added Contract News to our news offerings and support for Market Scanners. For phones, addition of two more languages to bring the current total to eight, plus a direct link to the mobile version of the mobileTWS users’ guide. For more information about mobileTWS, visit our Mobile Trading pages.
Mobile Trading September 20, 2013
Holiday Hours
The Exchanges' Labor Day Holiday Schedule.
IB Events
Calendar
August 27, 2013
Holiday Hours
The Exchanges' Fourth of July Holiday Schedule.
IB Events
Calendar
July 1, 2013
IB one of the first to adopt and implement DTCC's corporate action electronic messaging initiative
The Depository Trust & Clearing Corporation (DTCC) today announced that Interactive Brokers Group, Inc., a leading automated global electronic broker, has gone live with ISO 20022 corporate actions announcement messages.
Press Release June 25, 2013
Holiday Hours
The Exchanges' Memorial Day Holiday Schedule.
IB Events
Calendar
May 20, 2013
Holiday Hours
The Exchanges' Good Friday Holiday Schedule.
IB Events
Calendar
March 26, 2013
IB rated #1 Online Broker by Barron's for the second year in a row
Interactive Brokers was awarded top honors in Barron's 18th annual ranking of the Best Online Brokers, securing the #1 spot for the second year in a row. In addition to taking top honors overall, IB was named "Best for Frequent Traders", "Best for International Traders" and "Best for Options Traders" in this year's review. Barron’s columnist and operator of the Best Online Brokers annual ranking, Theresa W. Carey, noted IB "offers superb trading technology, improved portfolio analysis, and enhanced educational offerings," adding "the firm's mobile application, Trading Assistant, alerts you to market opportunities around the world, in real time."
Barron's March 11, 2013
IB Wins Best Broker-Dealer for both Options and Futures at the WSL 2013 Institutional Trading Awards
Interactive Brokers was awarded Best broker dealer – options and Best broker dealer – futures at the Wall Street Letter 2013 Institutional Trading Awards. The Awards recognize excellence among providers to the institutional trading industry. The Wall Street Letter appoints a panel of independent judges to determine winners, "based on the level of innovation and client satisfaction applicants illustrate."

To view the 2013 Awards Winners, please click here.
Awards February 28, 2013
Holiday Hours
The Exchanges' President's Day Holiday Schedule.
IB Events
Calendar
February 11, 2013
IB Ranked #1 for Execution Quality for US Stock and US Option Trades
IB executions continue to outperform the industry. Based on independent measurements, the Transaction Auditing Group, Inc. (TAG), a third-party provider of transaction analysis, has determined that during the second half of 2012:
  • Interactive Brokers' US stock executions (for all market orders of 100 shares or more up to 10,000 shares) showed price improvement of 41 cents per 100 shares better than the industry as a whole.1
  • Interactive Brokers' US option executions (included all market orders for all order sizes and exchange rebates received by customers under IB's cost-plus pricing structure) showed price improvement of 24 cents per contract better than the industry as a whole.1
In addition, we were ranked top broker in terms of execution performance. Take a look at our multi-broker TAG scorecard that compares IB price execution with five leading brokers.
SmartRouting January 29, 2013
Holiday Hours
The Exchanges' Martin Luther King, Jr. Holiday Schedule
IB Events
Calendar
January 14, 2013