Our history

Interactive Advisors is a pioneer in online investing that offers actively managed portfolios with low minimums and low fees. Interactive Advisors technology lets our clients automatically make the same trades professional portfolio managers make with their own money. Looking for actively managed portfolios, low fees, online convenience and human help?

Welcome to Interactive Advisors. The future of investing.

Timeline
2019

Starts operating under the new business name Interactive Advisors.

2017

Introduces Smart Beta Asset Allocation portfolios managed by Chief Investment Officer and Investment Management Team.

2016

Launches co-trading technology, allowing clients to invest in actively managed portfolios at a lower cost than investment managers commonly charge.

Introduces Smart Beta portfolios managed by Interactive Advisors Chief Investment Officer and Investment Management Team.

2015

Interactive Brokers Group acquires Covestor.

2014

Surpasses $1 billion in cumulative trade volume since inception.

2013

Creates new client sign-up process with streamlined options for funding and account creation.

Introduces search algorithm functionality to help clients pick portfolios.

2011 - 2012

Launches investment management marketplace for clients to identify, analyze, and invest in portfolios covering a wide range of sectors, strategies and risk levels.

Creates new client console with timeline of manager commentaries, trades, and account activity providing clients with transparency and control.

2007 - 2010

Establishes US office.

Registers with the US Securities and Exchange Commission (SEC) to offer investment advisory services.

Develops real-time trade replication technology enabling investors to follow the trades of portfolio managers automatically.

Launches as a free service for investors to track trades and build track records.

Establishes UK office.