Family Office

A Family Office is an Interactive Brokers account structure for clients who manage multiple accounts of varying types, including individuals, joint accounts, trust accounts, IRA accounts, corporations, partnerships, LLCs and unincorporated legal structures, under a single login. Find out more information by reviewing the Guide to Choosing the Right Account page and the What You Need for the Application page.

To open this type of account, follow the steps below.

1. Navigate to www.interactivebrokers.com and select the Open Account button in the top right corner followed by Start Application.

   

2. Select the Individual or Institution tab on the left side and input an Email Address, Username, Password, and Country for this account.

   

3. Select Create Account to navigate to the next page.

4. Confirm your email address by selecting the blue Confirm button in the top right corner. Select the Advisor Account tab followed by Family Office from the account type drop-down menu.

   

5. Upon selecting the Advisor account type, you will be prompted to enter the Incorporation/Legal Formation. Once these questions have been selected, click Start Application.

   

6. Enter the Regulatory License Information by selecting "This application is for an advisor that is NOT licensed or registered with any regulatory agency" or "This application is for an advisor that is licensed or registered with a regulatory agency".

   

7. If you select "This application is for an advisor that is licensed or registered with a regulatory agency", you must enter the Primary Registered/License Country.

8. If you select "This application is for an advisor that is NOT licensed or registered with any regulatory agency" you must select Yes or No to "Is this a Family Office Account?"

   

9. The next page of the application is the About Your Organization section. Fill this out accordingly and press Continue.

   

10. The following page asks additional About Your Organization questions. Fill this out accordingly and press Continue.

    

    Please note, to the extent required by law, we will take appropriate technical and organizational measures to keep your Personal Information confidential and secure in accordance with our internal procedures covering the storage, disclosure of and access to Personal Information. To review our privacy policy, please click here.

11. The next page of the application is the Authorized Person section. Fill this out accordingly and press Continue.

    

12. The following page of the application is the Regulatory Information section. Fill this out accordingly and press Continue.

    

13. The next page of the application is the Configure Your Trading Account section. Fill this out accordingly and press Continue.

    

14. The following page asks you to add information on Ownership and Controlling Persons. Fill this out accordingly and press Continue. Please note, after entering an individual's information you need to navigate back to that section and add a percentage of ownership.

    

15. The next page of the application is the Certification Regarding Beneficial Owners Of Legal Entity Customers section. Review the information and provide your signature at the bottom of the page.

    

16. The following page asks you to Confirm Your Tax Residency. Fill this out accordingly and press Continue.

    

17. The next page of the application is the Information Required for Applications Affiliated with Publicly-Traded Companies section. Fill this out accordingly and press Continue.

    

18. The Business Association Disclosure page will populate on the screen. Answer the following questions and press Continue.

    

19. The next page of the application is the Review & Sign Agreements section. Fill this out accordingly and press Continue.

    

20. The following pop-up may appear on your screen. Click Continue application.

    

21. The final page of the application is the Status section. This page will state any additional information or documents needed to complete the application. These tasks are prompted based on the information you previously provided in the application. Any required documents needed for the application will be marked as "REQUIRED" or "Not Yet Received" in red letters. Select the blue buttons to Fund Your Account, Answer Questions, Verify Identity, and Upload Documents.

    

22. Once all of these steps have been completed, a member of our back office team will review the application and any submitted documents. Once the account has been approved and opened, you will receive an email from Interactive Brokers advising that your account has been activated and you may log in at any time to start trading.

How to Fund Your Account During the Application

Funding your account during the application process is optional. However, doing so will push your application to a priority review. Funding your account may done by transferring cash from a bank account. Please note, funding Advisor accounts is not required as you will use this account solely to trade on behalf of your clients. If you would like to trade on your own behalf, you will need to open an account under your advisor account. You may fund an advisor account for other reasons such as subscribing and paying for Market Data and/or Research. To fund your account, follow the steps below.

1. On the final page of the application, click the Fund Your Account button.

   

2. A list of transfer methods will populate on your screen. Click your desired transfer option.

   

3. Provide your bank details and complete the transfer request.