Configuring Your Account
Individual, Joint, Trust and Org Accounts
| Account Fees | IBKR Pro | IBKR Lite |
|---|---|---|
| Account Minimums | USD 0.00 | USD 0.00 |
| Inactivity Fees | USD 0.00 | USD 0.00 |
Advisor, Friends and Family, Family Office and Hedge Fund Investment Accounts
| Account Structure | Monthly Inactivity Fee |
|---|---|
| Master Account | USD 0.00 |
| Client Accounts | USD 0.00 |
Broker Accounts
A USD 10,000 (or non-USD equivalent) up front deposit will be required that will be applied against commissions during the first 8 months.
| Time Period | Required Minimum Commissions | Examples (USD or non-USD equivalent) |
|---|---|---|
| The first 8 months | USD 10,000 (or non-USD equivalent) | If total commissions paid during the first 8 months are less than the required minimum, the difference is paid as a maintenance fee. Example: USD 10,000 minimum - USD 7,000 commissions = USD 3,000 maintenance fee. |
| Starting the 9th month | USD 2,000 per month (or non-USD equivalent) | If total commissions paid during any month after the first 8 months are less than the monthly minimum, the difference is paid as a maintenance fee. Example: USD 2,000 minimum - USD 1,400 commissions = USD 600 maintenance fee. |
| Account Structure | Monthly Inactivity Fee |
|---|---|
| Broker Client Accounts |
USD 0.00 USD 1.00 inactivity fee will be applied to accounts having a Net Liquidation Value of less than USD 1000. |