Securities Financing

Securities Financing

Securities Financing

From trade date to settlement date, our securities financing services are backed by our dedication to providing automated trading solutions to our clients.

Overview

Availability

Our depth of availability supports your investment strategy by helping you locate hard-to-borrow securities and providing safeguards against buy-ins and recalls.

View available securities for shorting in real time by:

  • Adding the Shortable Shares and Fee Rate columns in Trader Workstation (TWS) to view the number of available shares for shorting and the current interest rate charged on borrowed shares.
  • Using our fully electronic, self-service Shortable Instruments (SLB) Search tool in Client Portal to search for real-time availability of shortable securities and setup notifications for when a borrow becomes available.

Transparent Rates

Our securities financing services bring transparency, reliability and efficiency to the stock loan and borrow markets using automated price discovery and improved creditworthiness. We use a combination of sources to develop indicative rates, which are displayed along with security availability in our automated securities financing tools.

We also display charted daily rate history and intraday time and sales of stock loan fees in the SLB Rates window, which is accessible in Trader Workstation's Mosaic workspace.

Global Reach

Connectivity to multiple counterparties around the globe enables our clients to execute short sale strategies. For example, in the United States alone we have access to more than 60 counterparties, including agent lenders and broker dealers.

We maintain dedicated, professionally staffed SLB desks in the United States, Europe and Asia who are ready to help you with all of your securities financing needs, including stock loan and borrow questions.

Additional Tools

IBKR has always provided sophisticated, automated technology to our clients, and our securities lending services are no exception. We offer a variety of stock loan and borrow tools:

Short-Securities Availability

Search for real-time availability of shortable stocks and bonds with our online, self-service tool.

Stock Yield Enhancement Program

Earn income on the fully paid shares of stock held in your account.

Securities Lending Dashboard

Use daily short sale data on thousands of securities worldwide to generate trade ideas, gauge short sentiment and evaluate your portfolio from a different angle.

Short Sale Cost Calculator

Calculate the cost of borrowing stock.

FYI Notifications

Sign up to be notified when a borrow becomes available in shares that you were unable to short in the last week.

Pre-Borrow Program

Borrow stocks in anticipation of a short sale.

Create and Redeem ETFs

IBKR facilitates the ETF creation/redemption process with ETF issuers.