Managing a portfolio

You do not have to be a US citizen to manage one or more portfolios on Interactive Advisors, but you are still required to satisfy our minimum criteria. As SEC-registered Investment Advisors, we have a fiduciary responsibility to our clients to ensure that we act in their best interests. Check out the following FAQs if you would like to join our marketplace as a Portfolio Manager.

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What are the requirements?

Opening an account

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Managing my account