Our journey
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.
Reduces management fee on a large number of portfolios.
Opens up signup for Swiss residents.
Completes finishing touches on site dark mode.
Enhances the Asset Allocation portfolios offering with customization and tax loss harvesting.
Improves the client dashboard with features that make it even simpler, faster and easier to use.
Integrates with the Interactive Brokers Impact App and the first non-US broker.
Updates public site in a new, illustrative style.
Launches Socially Responsible portfolios and features that enable clients to incorporate ESG factors and express their values in investing.
Introduces a financial goal tracker.
Starts operating under the new business name Interactive Advisors.
Video created illustrating our offering.
Introduces support for existing Interactive Brokers clients and wealth managers.
Launches Smart Beta Asset Allocation portfolios managed by Chief Investment Officer and Investment Management Team.
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.
Interactive Brokers Group acquires Covestor.
Surpasses $1 billion in cumulative trade volume since inception.
Creates new client sign-up process with streamlined options for funding and account creation.
Introduces search algorithm functionality to help clients pick portfolios.
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.
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.