Fees & Invoicing
Instructions
Brokers and Advisors can use either automatic billing, electronic invoicing, or direct billing to charge clients, setting initial fees at the time of registration and modifying them any time thereafter. Clients must approve all fee increases by signature, and IBKR’s standard commissions will continue to be added on top of increases.
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Click Menu in the top left corner > Administration & Tools > Fees & Invoicing
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Fees: View fee details for the clients you select and edit your fee settings.
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Fee Templates: Apply existing templates to clients, and delete, edit and create new ones.
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Invoicing: Create, edit, delete, upload or download invoices.
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Fee Reimbursement: Create new fee reimbursement.
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Additional Resources
Learn About Fees in Advisor Portal at IBKR Campus
Visit the IBKR Advisor Portal Website