
Options-available globally on 30+ market centers. Bonds-corporate, municipal, treasury, CDs, international. Mutual funds-one of the world's largest mutual fund marketplaces with over 46,000 funds and 18,000+ no transaction fee funds. Exchange-traded Funds (ETFs)-PRO users can access 150+ no transaction fee ETFs. Over-the-counter bulletin board (OTCBB)-penny stocks. Stocks long and short-over 17,500 U.S. citizens from scores of countries can use IBKR as well. Built to serve global traders and international investors: IBKR is built for global traders with access to 150 markets, 33 countries, and 24 currencies. A vast array of technical and fundamental trading tools: TheTrader Workstation and Client Portal trading platforms provide interactive, customizable charts, single window access to live quotes, technical research, and analysis tools. Superior order execution: IBKR’s SmartRouting allows for automatic routing of each leg of a trade to the lowest cost market maker. They are up to 50% lower than the industry average and are best for larger traders as fees drop as order size increases. Low commission and margin rates: Margin rates are among the lowest available. spot gold, bonds, mutual funds, hedge funds, robo-advisor, and managed portfolios. For more information regarding Interactive Brokers LLC, please visit The unparalleled range of investment assets: This includes stocks, ETFs, options, futures, spot currency pairs, cryptocurrencies, U.S. Interactive Brokers provides execution and clearing services to customers of The ProFolio Group, LLC. Interactive Brokers LLC is not affiliated with and does not endorse or recommend The ProFolio Group, LLC. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc. Your portfolio will be held in a brokerage account at CS&Co. The ProFolio Group, LLC, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Institutional Intelligent Portfolios® is an automated investment management service for independent advisors sponsored by SWIA and available exclusively through independent investment advisory firms like The ProFolio Group, LLC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. (“CS&Co”), or any of their affiliates (together, “Schwab”). The ProFolio Group, LLC is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc.
These materials have been independently produced by The ProFolio Group, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.įollow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.įor information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.Ĭharles Schwab – Institutional Intelligent Portfolios TM Our firm has no control over the accuracy or content of these other websites.Īdvisory services are offered through The ProFolio Group, LLC, an investment advisor firm domiciled in the State of New York. This website may provide links to others for the convenience of our users. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Opinions expressed herein are solely those of The ProFolio Group LLC, unless otherwise specifically cited.
#Folio investing interactive brokers registration#
The ProFolio Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.Īll written content on this site is for information purposes only. The ProFolio Group, LLC (“The ProFolio Group”) is a New York-state registered investment adviser headquartered in New York.