Client accounts
Our co-trading technology gives you the benefit of active management by experts, with the safety and security of a managed account. To open an IB LLC brokerage account for your Interactive Advisors investments, you need to fund it with a minimum of just $100. You can invest in as many portfolios as you want in a single account. We only charge nominal asset-based management fees on your investments; there are no fees on entry, exit or uninvested cash. Start today by exploring us and our investment portfolios.
Why should I sign up?
What are the benefits of a Client Account?
cancelWhat kinds of portfolios are available?
cancelHow it works
What are the fees?
cancelAre there fees to redeem from portfolios?
cancelWhat is the minimum deposit required?
cancelHow do I know my assets are held safely?
cancelCan I invest in more than one portfolio?
cancelCan Interactive Advisors help me create a portfolio?
cancelHow can I track the performance of my investments?
cancelHow do you qualify the Portfolio Managers?
cancelHow long does it take to replicate a trade?
cancelWhat does client risk score mean?
cancelDoes Interactive Advisors vote proxies for its clients?
cancelOpening an account
Who can open accounts?
cancelWhat types of accounts are supported?
cancelCan I open multiple accounts?
cancelCan I use my existing brokerage account?
cancelHow much should I invest with Interactive Advisors?
cancelHow do I fund my account?
cancelI had an account with Interactive Advisors in the past. Can the same account be reactivated if I want to sign up again?
cancelUsing the service
How do I set my client risk score?
cancelI have forgotten my password. What should I do?
cancelCan I exclude certain stocks from being traded in my account?
cancelWhat does "limited" mean in connection with a portfolio?
cancelWhy doesn’t my account look up to date?
cancelWhy is there a difference between the Portfolio Manager’s performance and my own?
cancelI placed an instruction to invest/redeem a few hours ago. When will the trade orders be executed?
cancelI was invested in a portfolio for a few days but received a monthly bill. Why?
cancelWill I be able to invest in all portfolios?
cancelIf I have a question regarding the trading decisions of the Portfolio Manager who manages a portfolio I’m invested in, who can I ask?
cancelManaging my account
How do I deposit funds?
cancelHow do I withdraw cash from my account?
cancelHow do I manage funds if I have an account linked to my IB brokerage account?
cancelCan I change my risk score?
cancelCan I cancel an instruction to invest in or redeem from a portfolio?
cancelMy brokerage account has been suspended due to pattern day trading rules, what do I do?
cancelHow do I close my account?
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