Streamlined Plus

Streamlined Plus Authorization Model
Who It's For

Larger registered advisors with substantial assets under management.

Streamlined Plus represents IBKR's recognition that larger advisory practices have different operational needs than smaller firms. When you're managing hundreds of millions of dollars across numerous client relationships, efficiency at scale becomes critical. This model is designed to reduce friction in client onboarding and ongoing management while maintaining appropriate oversight.

What You Need

  • At least $100 million USD in assets under management, including

    • SEC-registered advisors

    • CFTC-registered advisors who are also SEC or state-registered

    • Advisors registered outside the U.S.

Note: For IBIE accounts, the minimum is €50MM; for IBUK accounts, it's £50MM.

Key Features

  • Advisors can perform a wider range of administrative tasks on behalf of their clients

  • Simplified client approval process

  • Automatic client enrollment during application process

  • Enhanced operational capabilities at scale

The asset requirements aren't arbitrary – they reflect the reality that advisors managing substantial assets have demonstrated both the business success and regulatory compliance necessary to handle enhanced operational capabilities. The geographic variations in requirements acknowledge different market conditions and regulatory environments across IBKR's global platform.

How It Works

All eligible clients are automatically enrolled during the application process and cannot opt out. Existing clients must sign an addendum to participate.

This automatic enrollment feature is significant because it creates operational consistency across your client base. Rather than having some clients on different service levels, which can create administrative complexity and potential confusion, all eligible clients operate under the same streamlined processes. For existing clients, the addendum requirement ensures they understand and consent to the enhanced operational model.

What You Can Do

All capabilities from Streamlined model, plus enhanced operational efficiency:

  • All core authorizations (fees, trading, limits, account linking/closing)

  • Vote shares and handle corporate actions

  • Control electronic communications delivery

  • Update comprehensive account information including personal details, trading permissions, and tax forms

  • Manage special programs like Stock Yield Enhancement

  • Send messages directly to client accounts

  • Automatic enrollment of new eligible clients

Default Eligibility

Available only to advisors meeting the substantial AUM requirements, with automatic enrollment for all eligible clients.