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, Family Advisor, Non-Professional Advisor, 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 if aggregate broker client account commission exceeds total required commission (USD 1.00 multiplied by the number of broker client accounts). If broker client account commissions do not exceed total required commission, a USD 1.00 inactivity fee will be applied on a prorated basis to accounts having a Net Liquidation Value of less than USD 1,000.00 and generated commission of less that USD 1.00. |