Interactive Brokers | NEWs @ IBKR Vol. 24

Hand holding coins with financial candle stick chart in background

NEW OFFERING

US and Canadian Shares Are Now Eligible for the Dividend Reinvestment Program

You can now reinvest cash dividends into additional full or fractional shares of the US and Canadian stocks held in your account.

By enabling automatic dividend reinvestment for your account, you are authorizing Interactive Brokers to reinvest or place a standing order with its affiliates in the United States and Canada to reinvest any dividends your account is entitled to receive in connection with certain stocks and ETFs (where available).

On the morning following confirmation of receipt of a dividend payment on an eligible stock or ETF, we will use the dividend payment (or cash-in-lieu of dividend payment if your shares are on loan at the time of the dividend payment) to purchase additional shares of that stock or ETF.

Log in to Portal
Click the User ("head/shoulders") icon > Settings menu
Under Account Settings, find the Trading section
Select Dividend Election
Check Reinvest or Receive Cash for Stock Defaults under Account Level Settings
Click Continue and complete the steps presented

Advisors, Brokers and Proprietary Trading Limit clients can enroll accounts from the Dashboard > Contacts tab in Portal. Click the Information "I" icon for the desired account to open the Client Account Details page, and enable dividend reinvestment by clicking the Edit link in the Account Configuration section.

Enable DRIP

Read Disclosure

Create Recurring Investment

Dollar bills growing out of the ground to be harvested

Expanded Offering

Automate Your Investing with Recurring Investments

Did you know that you can use our Recurring Investments tool to set up and execute a predetermined investment strategy by automatically investing funds on a recurring schedule?

Select from almost any US, Canadian or European stock/ETF, choose a start date, and then select whether you want to invest on a daily, weekly, or monthly schedule. On the start date, your trade will be executed soon after the market opens and then repeated according to your predefined schedule.

Recurring Investments uses fractional shares trading to help you get more for your money. With fractional trading, you can divide your investments among more US, Canadian or EU stocks and put small balances to work.

In addition, our standard, low commissions for stock trading apply to recurring investments.

You can setup the Recurring Investments tool from Portal by selecting the Trade menu option and then selecting Recurring Investments.

Your open recurring investment orders are visible in Portal from both the Portfolio and Trade and Orders and Trades menus. Please note that open recurring investment instructions are not visible on the Trader Workstation (TWS), IBKR Desktop or IBKR Mobile order screens. Submitting orders from these platforms will increase your exposure beyond what is scheduled for your recurring investment.

Log in to Portal
Select the Trade > Recurring Investments menu
Select Create Recurring Investment
Select Asset Type and click Search
Read and acknowledge legal documents and disclosures
Review your selection and click Continue

Trading permission upgrades are subject to a compliance review, which is typically completed within 1-2 business days.

IBKR Advantage

Additional Security for the Uninvested Cash Held in Your Brokerage Account

Interactive Brokers is pleased to offer clients of Interactive Brokers LLC a program that gives you additional security on the cash held in your brokerage account.

The Insured Bank Deposit Sweep Program provides up to USD 2.5 million of Federal Deposit Insurance Corporation (FDIC) coverage on your account's free cash balances. Combined with existing Securities Investor Protection Corporation (SIPC) coverage of the first USD 250,000 in your account, your available insurance will cover up to USD 2.75 million. Cash balances above USD 2.75 million remain subject to safeguarding under the SEC's Customer Protection Rule 15c3-3, backed by the firm's equity capital.

Adding this program will not disrupt your account features or your trading capabilities. You will continue to earn competitive interest on balances, and your account cash remains available for stock, option, futures, currencies and bond trading on more than 150 markets globally.

Enrollment is seamless, and we invite you to take advantage of this opportunity to provide an additional layer of protection for your assets by clicking the link below. Please note that there may be a delay in the initial sweep of your funds during the account activation period.

Apply Now

About IBKR Strength and Security

IBKR ADVANTAGE

Protecting Your Account

From the moment you log in, our account protection features are there to ensure that your account remains secure.

Two-Factor Authentication

Factor One: Each account requires a unique username/password combination for access.
Factor Two: Secure Login System. Participants receive a personal security device that provides a randomly generated security code. This code is used with your username and password to access secure areas. Click here for additional details on the Secure Login System.

Secure Socket Layer

IBKR deploys 2048-bit EV Certificates, TLS 128-bit or higher encryption to establish a secure connection and ensure the confidentiality and integrity of information passed between your computer and IBKR. Activate SSL by checking the "Use SSL" box on the TWS login dialog. Using SSL may impact the performance of your PC depending on its capabilities.
Automated monitoring systems ensure only strong encryption algorithms are used.
IBKR enforces all website traffic to use encryption.
EV (Extended Validation) technology verifies that you are on a protected website.

Limit Login via IP Restrictions

Restricts access to TWS to a specific list of IP addresses. In cases where multiple traders have access to an account, these restrictions can be set at the individual trader level.

Failed Login Attempts

IBKR restricts account access following a specified number of failed login attempts.

Automatic Logoff

We have built in an auto-logoff feature that logs you out of the application after a specified period of inactivity.

Statements

All statements are accessed through secure login to Portal.

Security Monitoring

We employ state-of-the-art transaction monitoring systems and maintain a dedicated security team that is responsible for detecting suspicious activity. If an unusual or suspicious transaction is noted, a member of this team may contact you to confirm the validity of the transaction. If contacted, you will never be asked to provide your password and we encourage that you call back and request to speak to the security team employee via our toll-free number 1-877-442-2757 to first confirm their identity. If you believe that your account has been compromised, you should notify IBKR immediately via our toll-free number 1-877-442-2757.

Know the Threats

Spyware
This refers to software inadvertently downloaded from the Internet when you visit certain websites. Spyware covertly gathers information from your computer without your knowledge. Once installed, spyware monitors your activity on the Internet and transmits that information (including usernames and passwords) to an unauthorized recipient. You should install anti-spyware software on your computer to detect and remove spyware.
Phishing
Thieves use phishing to obtain sensitive information by masquerading as a trustworthy institution. Phishing is typically carried out via an email that contains a link to what appears to be an authentic website. These counterfeit sites prompt you to enter your personal information, which the thieves then use to access your accounts. Note that IBKR will never send an email requesting sensitive information such as your password or social security number. If you receive a suspicious email which identifies itself as originating from IBKR do not respond, and immediately notify our security team by calling toll-free in the US at 877-442-2757 or direct at 312-542-6901.
Viruses, Worms & Trojan Horses
These malicious programs can cause severe and irreparable damage to your hardware, software or files, and in some cases can open your system to unauthorized access and allow confidential information to be compromised. These programs, which differ on how they spread and replicate, are best controlled by first ensuring that your operating system is up-to-date and then installing anti-virus software, making sure that you frequently download updates to obtain the latest fixes.

For further information about securing your home computer and protecting your privacy, visit the About Us > Strength and Security page on our website.

New Tools

New Features Added
to IBKR Trading Platforms

We recently added functionality to deliver a powerful and seamless trading experience
across all our platforms, whether you are trading from your desktop or on the go.

IBKR Trader Workstation (TWS)

Our flagship desktop platform is designed for seasoned, active traders who trade multiple products and require power and flexibility. We recently introduced the following features and/or enhancements to TWS:

Multi-Stock Tax Loss Harvesting Tool
Now you can harvest losses across all stocks in your portfolio at the same time! You can access the tool from the Classic layout by opening the Portfolio tab and finding the Tax Loss Harvesting tool link at the top of the table.
Bond Accrued Interest
Prior to placing a trade, bond traders may now view accrued interest on the Order Preview window. You may view this information from:
- Classic TWS: Add the bond to a watchlist and right-click to buy or sell. When the Order Line appears, right-click on this line and select Check Margin Impact.
- Mosaic: Enter the Order Parameters for the trade in the Order Ticket and click the Advanced button followed by Check Margin. At the bottom of the pop-up, Accrued Interest will be displayed.
Outside RTH and Algo Presets - Streamlined
Algo orders placed with the 'Fill outside RTH' preset enabled were previously being rejected due to the preset. Now, you may submit these algo orders, and our system will ignore the 'Fill Outside RTH' preset.
Option Liquidity Tool
The Option Liquidity Tool offers the opportunity for clients to interact with IBKR SmartRouted™ order flow and have their orders filled in between the National Best Bid/Offer (NBBO). The IBUSOPT destination helps traders execute options trades more efficiently and effectively and helps achieve better executions by providing traders with more control over their trades by supporting different order types.
- Classic TWS: From the Trading Tools menu, select Option Liquidity Tool.
- Mosaic: Use the New Window drop down and from the Option Tools section select Advanced Option Tools and then select Option Liquidity Tool.
Option Exercise Column
We have added an Option Exercise market data column which gives investors the ability to view the current In The Money value for an options contract.
Round Allocation Quantity to Exchange Board Lot
We added an Advisor Setup Preset that rounds individual allocations to the exchange's board lot quantity. A board lot is a number of shares prescribed by a stock exchange as a trading unit. Various non-US exchanges may use variable board lots that are dependent on the price of the stock.

IBKR Desktop

Our newest client-driven desktop trading platform combines the most popular tools from our flagship Trader Workstation (TWS) with a growing suite of original features suggested by our clients. Recent enhancements include:

Custom Windowing/Docking
You can now customize your workspace by docking up to 15 tools in your layout. Choose from default layouts such as Charting, Trading or News & Research, or create a custom layout. Drag, re-order and re-size the tools that best suit your view.
Bond Search
Easily look for bonds by typing in the name of the bond in the search bar.
Screeners Saved Library
Create and save custom Standard or MultiSort Screeners.
Overnight Trading
Overnight trading for US equities is now supported in IBKR Desktop.

Skip Order Confirmation
We now offer the ability to skip the order confirmation pop-ups that appear when submitting a trade, allowing you to place trades seamlessly in fewer clicks.
Recently Searched Contract List
The Quote panel now offers a Recently Searched list. This list will provide any symbols that have been recently added to a watchlist or searched.
Alerts Management Enhancements
You can now create alerts in the Quote Details panel by clicking on a clock icon.

IBKR Mobile

IBKR Mobile is used by experienced traders who need the power to trade stocks, options, futures, currencies, bonds, and more across more than 150 markets worldwide. No matter where you are, you can access it all with advanced order types and trading tools. The following features were recently added to IBKR Mobile:

iOS
Display Improvement: You can now add a 6th tab to the tab bar that provides direct access to Transactions. Just navigate to Settings > Display > Customize Navigation Bar and enable the tab.
One Cancels Another: We have added the One Cancels Another order type in IBKR Mobile. Navigate to the Order Ticket (select a product from your Watchlist or Portfolio) and scroll to find the "One Cancels Another" drop-down menu. Select the additional orders and indicate whether you would like to buy or sell.
Android
Updates to Conditional Orders and Direct Debit/Check Deposits: Conditional orders automatically submit or cancel your order if your defined criteria are met. Set conditions on price, change %, volume, margin cushion, another instrument being traded and more! We have also added Direct Debits and Check Deposits tabs to the Transactions screen.
One Cancels Another: We have added the One Cancels Another order type in IBKR Mobile. Navigate to the Order Ticket (select a product from your Watchlist or Portfolio) and scroll to find the "One Cancels Another" drop-down menu. Select the additional orders and indicate whether you would like to buy or sell.

Client Portal

Access all the features that you need with our easy-to-use web platform. View, trade, and manage your account all with a single login. No downloads required. Client Portal now includes the following features:

Navigation and Display Changes
You can now access the new Market Screener from the Research menu and Third-Party Reports was moved to the Performance & Reporting menu. In addition, Screeners can now be viewed in normal or wide mode, includes Color Rank and a "walk-through" guide for the new Scanners UI.

IBKR GlobalTrader and IMPACT

IBKR GlobalTrader and IMPACT provide a streamlined experience for trading stocks, ETFs and options worldwide. Invest with as little as $1 and trade in fractions. Visit our website to learn more.

About IBKR Trading Platforms

Options involve risk and are not suitable for all investors. For information on the uses and risks of options, you can obtain a copy of the Options Clearing Corporation risk disclosure document titled "Characteristics and Risks of Standardized Options" by visiting ibkr.com/occ.

Multiple leg strategies, including spreads, will incur multiple commission charges.

IBKR Mobile QR code for either Apple or Android

Scan to download the
IBKR GlobalTrader app.

Scan to download the
IBKR Mobile app.

IMPACT QR code for either Apple or Android

Scan to download the
IMPACT app.

Download
IBKR GlobalTrader

Download
IBKR Mobile

Download
IMPACT

NEW TOOL

New Services for
Advisors of Any Size

Interactive Brokers offers turnkey solutions that help advisors of any size build competitive advantage, efficiently manage their business and serve clients at lower cost.

NEW TOOL

New Services for
Advisors of Any Size

Interactive Brokers offers turnkey solutions that help advisors of any size build competitive advantage, efficiently manage their business and serve clients at the lowest cost.

We recently introduced new features and services to help advisors on our platform.

DocuSign for ORG Accounts:
Advisors will now be able to use DocuSign for semi-electronic ORG applications. Learn more about DocuSign.
Advisor Fee Invoicing Limits for New Clients:
We enhanced our electronic invoicing processing, which is designed to assist advisors as they are adding new clients or migrating business to IBKR. This improved logic allows you to invoice new clients for a limited time after the accounts have been opened or funded based on the value of the client’s account at the time an invoice is submitted. Learn more about Invoicing Limits for New Clients.
Advisor Authorization Enhancement:
Advisors can obtain specific authorization from a client to modify additional settings in the client account. Learn more about Advisor Authorizations.
Enhancements to Advisor Portfolio Trading Capabilities:
Portal supports more complex trading items (rebalance/Tax Loss Harvesting/Portfolio View). Learn more about Advisor Portal's Trading Capabilities.
Employee Plan Administrator Accounts:
The Employee Plan Administrator account lets advisors offer self-employed individuals and companies of less than 100 employees a Savings Investment Match Plan for Employees Individual Retirement Account (SIMPLE IRA). Once the Employee Plan Administrator account is opened by a client and then associated with an advisor on the IBKR platform, up to 100 employees can be invited to open SIMPLE IRA accounts. The deposits/contributions to SIMPLE IRA accounts are managed under a single login and the advisor manages the SIMPLE IRAs. Trading and broker transfers are not permitted. Learn more about the Employee Plan Administrator account.

Form ADV Worksheet:
We now provide US advisors with the ability to generate a report which is designed to assist registered advisors with filing their Form ADV. Learn more about the Form ADV Worksheet.
PortfolioAnalyst – Client Profiles:
Advisors can now add Customer Profiles to Custom PortfolioAnalyst reports to assist with client information reviews and compliance obligations. Simply elect to add the "Profile" to Custom PortfolioAnaylst reports to include the following fields: Ages, Investment Objectives, Estimated Net Worth Annual Net Income, Investment Experience, and more. Learn more about PortfolioAnalyst Client Profiles.
Commentary Generator:
This innovative tool leverages generative AI to automatically create reports for clients that summarize their latest portfolio performance and ticker-specific news. The Commentary Generator automatically compiles and summarizes the latest portfolio performance updates and ticker-specific news from industry-leading sources such as Benzinga, Traders' Insight, the Fed's Beige Book, and others. This feature is designed to streamline your workflow, saving you valuable time. Learn More about the Commentary Generator.

View Release Notes

Advisor Portal User Guide

EXPANDED OFFERING

PortfolioAnalyst

Chart Your Way to Financial Independence with PortfolioAnalyst

PortfolioAnalyst consolidates your financial accounts, tracks account performance and activity, and provides a broad set of tools for analyzing your current state and planning for the future. Whether you are new to investing or a seasoned trader, use PortfolioAnalyst to view all your accounts from a single dashboard.

consolidate track and analyze your complete financial performance.

Brokerage Accounts

Bank Accounts

Annuities

Student Loans

Mortgages

Credit Cards

Auto Loans

Other Assets or Liabilities

All IBKR clients have free access to PortfolioAnalyst. Simply log in to Portal and select the Performance & Reports > PortfolioAnalyst menu item to get started.

We recently introduced the following tools to PortfolioAnalyst:

Retirement Planner

Better understand your retirement outlook by creating a plan that considers your personal retirement preferences, current and future employment expectations, any potential additional monthly retirement income sources, your current monthly expenses, and general market performance assumptions. In addition, you can create multiple retirement plans for yourself and add life events to your planning assumptions.

Synopsis Text Editor Enhancements

Advisors and Brokers have access to an enhanced text editor when creating or editing Synopses.

To learn more about these tools, please log in to PortfolioAnalyst or view our product documentation.

Release Notes

Search Global Availability

The projections or other information generated by PortfolioAnalyst regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.

NEW PRODUCTS

It's Easier than ever to Find
Your Next Investment Opportunity

IBKR platforms make it easy to invest globally in stocks, options, futures, currencies, bonds, funds and more from a single unified platform. Our enhanced product and exchange search tool makes it easier than ever to explore the breadth of products available for trading on IBKR platforms.

Expanded Overnight Availability at IBKR

React immediately to market-moving news and trade over 10,000 US stocks, ETFs and US Equity Index options, plus the following recently added products, when it is convenient for you.

Trade US Treasuries, European Government Bonds and UK Gilts Around the Clock Five Days per Week
Trade US Treasuries, European Government Bonds and UK Gilts 22 hours each day to respond swiftly to market news and economic events as they occur, regardless of time and location. The daily trading session opens at 8:00 pm US Eastern Time (ET) and closes at 5:00 pm ET. Trading hours from November to early March are 7:00 pm to 5:00 pm ET.

Bursa Malaysia Exchange

Bursa Malaysia is an Exchange holding company incorporated in 1976 and listed in 2005. It has grown to be one of the largest bourses in ASEAN. Today, Bursa Malaysia operates and regulates a multi-asset exchange, offering a comprehensive range of investment, capital raising, and exchange-related facilities. Interactive Brokers clients now have access to the following products on the Bursa Malaysia exchange:

Malaysian Ringgit (MYR)-denominated Equities and ETFs
Crude Palm Oil Futures (FCPO)
FTSE Bursa Malaysia KLCI Futures (FKLI)

Cboe Australia

Cboe Australia is a securities and derivatives exchange with a dedicated focus on customers and innovation. Cboe Australia delivers easy, cost-effective access to local and global investment opportunities. The following Cboe Australia product(s) are now available at IBKR:

Warrants listed on Cboe Australia

CME Group

As the world’s leading derivatives marketplace, CME Group is where the world comes to manage risk. CME Group exchanges offer the widest range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange, energy, agricultural products, and metals. The latest products available at IBKR include:

Tuesday/Thursday Weekly FOP on Crude Oil Futures (NL1-5, XL1-5)
Via CBOT: Weekly New Crop FOP on Corn (ZC: CN1-CN5)
Via CBOT: Weekly New Crop FOP on Soybeans (ZS: SN1-SN5)

Hong Kong Exchange (HKEX)

Hong Kong Exchanges and Clearing Limited (HKEX) is a publicly-traded company (HKEX Stock Code: 388) and one of the world’s leading global exchange groups, offering a range of equity, derivative, commodity, fixed income and other financial markets, products and services, including the London Metal Exchange. IBKR recently expanded access to products on the HKEX, including:

85 ETFs for Northbound trading to Stock Connect
- View Press Release
- View List of Eligible Securities
Futures Options
- FOP on Hang Seng TECH Index Futures (PTE)
- Hang Seng China Enterprises Index Futures Options (PHH)
- Hang Seng Index Futures Options (PHS)

In addition, HKEX has received regulatory approval for the implementation of Severe Weather Trading ("SWT") in its securities and derivatives markets, including Stock Connect trading, derivatives holiday trading and after-hours trading session, from 23 Sep 2024.

Additional information is available on the HKEX website and in circular CT14824E.

MIAX

MIAX Sapphire, MIAX’s fourth US options exchange, provides access to a new market model and state-of-the-art trading floor (coming 2025) designed to enhance liquidity and promote improved price discovery. The new exchange leverages proprietary technology, and when combined with a physical trading floor, offers members a new tool to support the trading of large, complex orders.

Sapphire Options

Saudi Exchange

Interactive Brokers is the first international broker to offer foreign retail clients access to the Saudi Exchange. A landmark alliance between Interactive Brokers and Saudi National Bank Capital (SNB Capital) provides IBKR’s clients with seamless access to Saudi equities alongside global stocks, options, futures, currencies, bonds, funds and more from a single unified platform.

Singapore Exchange

As Asia’s most international, multi-asset exchange, SGX provides listing, trading, clearing, settlement, depository and data services, with about 40% of listed companies and over 80% of listed bonds originating outside of Singapore. SGX is the world's most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN. In foreign exchange, SGX is Asia's leading marketplace and most comprehensive service provider for global FX over the counter and futures participants. IBKR recently added the following SGX product(s):

SGX Bermudan Warrants
SGX Three Month Tokyo Overnight Average Rate Futures (TONA)

Search Global Availability

Options and Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading options read the "Characteristics and Risks of Standardized Options". Before trading futures, please read the CFTC Risk Disclosure.

EXPANDED OFFERING

New Funds and Fund Families
Available at the Mutual Fund Marketplace

The Interactive Brokers Mutual Fund Marketplace provides clients from over 200 countries and territories with access to more than 43,000 funds from over 600 fund families, including Allianz, American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, MFS and PIMCO.

Unlike most firms, IBKR never charges a custody fee. In addition, we offer over 18,000 funds with no transaction fees and low, transparent commissions. Inside the US, commissions are the lesser of USD 14.95 or 3% of trade value, while fee funds outside the US are EUR 4.95 (or equivalent).

To help provide you with a broad selection of funds, we recently added the following fund families to the Marketplace:

Global Fund Families

Ask Capital Management
COBAS Asset Management (LU)
Franklin Templeton Investment Management (AE)
HSBC Global Funds ICAV (IE)
HSBC Investment Funds SA (IE)
Mercer Global IM (IE)
Multiconcept (LU)
UBS (lrl) Fund plc

US Fund Families

1919 Funds
Delaware Investments
Ironclad Funds
Ramirez Funds
SP Funds
X Squared Funds

Launch Mutual Fund Search Tool

Mutual Funds are investments that pool the funds of investors to purchase a range of securities to meet specified objectives, such as growth, income or both. Investors are reminded to consider the various objectives, fees, and other risks associated with investing in Mutual Funds. Please read the prospectus accordingly. This communication is not to be construed as a recommendation, solicitation or promotion of any specific fund or family of funds. Interactive Brokers may receive compensation from fund companies in connection with purchases and holdings of mutual fund shares. Such compensation is paid out of the funds' assets. However, IBKR does not solicit you to invest in specific funds and does not recommend specific funds or any other products to you. For additional information please view our Mutual Fund Product Listings.

EXPANDED OFFERING

Additional News and Research
Providers Available on the IBKR Platform

Our clients enjoy access to dozens of free and premium market research and news providers. We recently added:

Acuity Trade iFrame
Acuity develops research tools that integrate news and technical analysis, fundamentals, and economic and corporate event data to provide a comprehensive view of market dynamics and identify opportunities.

Visit Website

Option Research and Technology Services (ORATS)
Option Research and Technology Services (ORATS) provides institutional quality options data, tools, and APIs to hedge funds, enterprises, and retail traders. Powered by hundreds of proprietary indicators, our all-in-one options research platform enables traders to make smarter decisions driven by data. Our backtester, scanners, and analysis tools are seamlessly integrated with our accurate Greeks and implied volatilities to provide an elevated trading experience for investors.

The following services are available for free to IBKR clients:

Discovery Tool
Individual Tool

Visit Website

SignalStack
SignalStack is a broker and platform agnostic order routing tool designed to empower traders to automate the execution of their pre-planned strategies on any asset using any trigger. Users can configure automations in a point-and-click way. For example: when the following market conditions are true, buy 100 shares of XYZ asset in your account.

To subscribe to SignalStack, log in to Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon.

Visit Website

Visit our website to learn more about the dozens of free and premium market research and news providers.

IBKR does not recommend or endorse any products or services of the listed providers.

Smart Investors Never Stop Learning

Select the Research and Education menu in IBKR Mobile or visit ibkr.com/campus to learn more about current events, trading, financial markets and IBKR's trading tools.

Traders' Academy

Webinars

Traders' Insight

Podcasts

Quant

Student Trading Lab

Access free online courses that cover the concepts and tools of financial trading. Whether you're an active trader, investor, educator or student, we offer engaging lessons utilizing our award-winning trading tools. Read notes and quizzes to help reinforce each lesson.

Select a Course Title to learn more and register for the course:

Updated courses:

Visit Traders' Academy

See All Upcoming Webinars

Watch, listen and learn about current market topics, IBKR tools and more by participating in free, live webinars or viewing recorded webinars.

Select a Webinar Title to learn more and participate:

Navigating, Scanning for, and All Things Calendar Spreads | September 10, 2024
Presented by: Dmitry Pargamanik and Will McBride, Co-Founders, Market Chameleon
Market Chameleon reviews calendar spreads, discusses risks, rewards and valuations, and presents how to scan for calendar spreads that traded in a specific stock.
An Introduction to Bursa Malaysia Derivatives and the Malaysian Derivatives Market | August 14, 2024
Presented by: Alif Nurhaziq Abd Rahman, Investor Management, Bursa Malaysia Derivatives Berhad and Tee Guy Shaun, China Galaxy Securities
The presenters review the Malaysian Derivatives Market and trading Malaysia, including an overview of the market and BMD futures, and provide examples of trading strategies.
Leveraging AI for Earnings | July 24, 2024
Presented by: Giuseppe Sette, President & Co-founder, Toggle AI
In this webinar, Toggle AI reviews how artificial intelligence (AI) and large language models (LLMs) can help us gauge the next EPS release.

¡Nuevo! - IBKR Podcasts Español

Watch or read market commentary and analysis from nearly 100 industry pros, including both IBKR's Chief Strategist and Senior Analyst.

Connect with Traders' Insight:

Stay up to date with financial and macroeconomic events by subscribing to the IBKR Podcast channel by Interactive Brokers. Audio market commentary draws upon an array of industry experts to get unique insight on a variety of topics and asset classes. Episodes include discussions with researchers, leading financial services companies and veterans from the financial field.

Featured Episodes

A Behind the Scenes Look at ForecastEx Events Contracts
Interactive Brokers recently launched its event contracts platform in conjunction with ForecastEx LLC, a Chicago exchange specializing in making markets on economic data points. ForecastEx CEO David Downey explains the conception of the project and why he built it.
Stock Market Capitulation?
Following the powerful rise of the Japanese yen and the shortfall in US payroll growth, the IBKR Podcast team dissects the global stock market’s panic sell-off in search of capitulation.
The Housing Market: Indicators and Impacts
There are so many facts and figures that get mentioned when discussing the housing market, but what are the actual indicators? How does the housing market impact other sectors, markets, and the economy? Riley Adams, Founder and CEO of WealthUp joins Cassidy Clement, Senior Manager of SEO and Content to discuss.

Our Podcasts En Español channel is framed around content specific to the Latin American community. Episodes look to cover issues such as economics, trade, investment securities and more. This channel offers audio and transcripts in Spanish.

Visit IBKR Podcasts

Learn About the Student Trading Lab

Subscribe: Apple | Spotify | YouTube | Audible | PodBean

The IBKR Quant Blog is a rich resource for enhancing your quant skills. Perfect for those new to computational finance or looking to refine their strategies using code-based examples from expert developers. And the IBKR Quant newsletter delivers the latest quantitative finance trends and strategies straight to your inbox.

Connect with IBKR Quant:

The Student Trading Lab is a free online resource for college and high school educators looking to blend finance, blockchain and/or computer science classwork with real-world trading experiences.

New Features

We added support for simulated trading on the Taiwan Stock Exchange.
Professors can now choose between two intuitive and easy ways to invite students to open a paper account. For details, see the User Guide.
The user experience in the Portal has been enhanced with additional research, education, and reporting features.

Open an Educator Account

Connect with Student Trading Lab:

2024

IBKR Awards

Interactive Brokers was recognized for low costs, advanced trading technology and our global product offering during 2024.

2024 Investing in the Web Global Broker Awards

Best Broker Overall
Best Broker for Options: Read More
Best Broker for Bonds: Read More
Best Broker for Corporate Accounts: Read More
Best ESG and Impact Investing App (for IMPACT, by IBKR): Read More
Best Broker for LLCs: Read More
Best European Trading App: Read More
Best European Trading Platform: Read More
Best Trading Platform in the UAE: Read More

2024 StockBrokers.com Review

#1 Bond Trading
#1 Day Trading
#1 ESG Investing
#1 Fractional Shares
#1 International Trading
#1 Investment Options
#1 Mobile Trading Apps
#1 Order Execution
#1 Platforms and Tools
#1 Platform Technology
#1 Professional Trading
#1 Sentiment Investing
Best in class: Beginners
Best in class: Commissions and Fees
Best in class: Education
Best in class: Futures Trading
Best in class: High Net Worth Investors
Best in class: IRA Accounts
Best in class: Options Trading
Best in class: Research
Best in class: Overall

2024 Investopedia Awards

Best for Advanced Traders
Best for International Trading
Best for Risk Management
Best for Generating Stock Trading Ideas
Best for Algorithmic Trading

2024 ForexBrokers.com Online Broker Review

5 out of 5 stars Overall
#1 Professional Trading
#1 ESG Offering
#1 Institutional Clients
#1 Offering Investments
#1 Platform Technology
Best in class: Overall
Best in class: Algo Trading
Best in class: Commissions and Fees
Best in class: Crypto Trading
Best in class: Education
Best in class: Mobile Trading Apps
Best in class: Platforms and Tools
Best in class: Trust Score
Best in class: Research

2024 Nerdwallet Online Broker Review

Best Online Broker for Advanced Traders

2024 The Ascent - A Motley Fool Service Review

Best Stock Broker for International Trading