Why did Covestor change its name?

Covestor was acquired by the Interactive Brokers Group in May 2015. In 2017, the company began using a new business name to reflect that it is part of the Interactive Brokers Group family.

Is Interactive Advisors registered as an investment advisor?

Covestor Limited doing business as Interactive Advisors has been registered with the US Securities and Exchange Commission since May 2008. Please see our Informational Brochure (Part 2 of Form ADV) for further information on the Forms and Agreements page. Registration as an investment advisor does not imply a certain level of skill or training.

Is Interactive Advisors a brokerage firm?

No. As noted above, Interactive Advisors is an investment advisor registered with and regulated by the Securities and Exchange Commission under the Investment Advisors Act of 1940. However, Interactive Brokers LLC, which is also part of the Interactive Brokers Group, is a brokerage firm. Clients of Interactive Advisors need to maintain brokerage accounts with Interactive Brokers LLC in order to be able to invest with Interactive Advisors.

How do I know my data is safe with you?

We take security and privacy seriously. To get a better understanding of how we use and protect your data, please review our Privacy Policy on the Forms & agreements page.

The site doesn’t seem to be working correctly.

If you notice a bug or run into a glitch as you use the website let us know. Please include details of your browser, operating system and the action you were performing when you encountered the problem.

What browsers do Interactive Advisors website and dashboard support?

We support the latest versions of most modern browsers, except Internet Explorer. If you feel that the website pages do not render correctly, clear the cookies and try again. If the issue persists, please contact us with details of your operating system, browser and the action you were trying to perform when you faced the problem.

Does Interactive Advisors have an API?

Not at this time.

How do I submit feedback?

Visit our Get in touch page for feedback options.

Can I recommend changes?

Absolutely. Your views are important to us. Visit our Get in touch page for feedback options.

How do I submit a complaint or report system abuse?

Please call to speak to Customer Service or email us with details.