Interactive Brokers Launches Custom Indexing for Registered Investment Advisors

2.5.2023 17:00:00 EEST | Business Wire | Press release

Interactive Brokers (Nasdaq: IBKR) today announced the launch of Custom Indexing for Registered Investment Advisors (RIAs), a new direct indexing solution that enables RIAs to personalize client portfolios.

Custom Indexing allows RIAs to create custom portfolios for their clients that directly hold the underlying securities of an index rather than purchasing a traditional index fund. This approach provides several benefits, including the ability to customize portfolios to align with specific investment objectives, as well as include or exclude specific stocks based on ESG preferences and other factors. Unlike traditional ETF investing, Custom Indexing does not have an expense ratio and comes with low minimums, allowing RIAs to customize and personalize investing to their clients' needs.

"IBKR's comprehensive suite of advisor services, including no custody fees or minimums, advanced trading platforms, global market access and no in-house advisory team to compete with advisors, make us the ideal custodian for RIAs of all sizes,” said Milan Galik, Chief Executive Officer of Interactive Brokers. “Custom Indexing further enhances this package and enables advisors to create tailored portfolios aligned with their client’s specific investment goals."

RIAs using Custom Indexing through Interactive Brokers will have access to a wide range of index options, including popular indices and ETFs such as the S&P 500 and the NASDAQ 100. They can fine-tune their portfolios by adjusting the weightings of individual securities within the index.

Custom Indexing through Interactive Brokers lets RIAs:

Create and customize direct index models based on a curated list of ETFs
Modify target weights or use custom rules that support user-defined and ESG-related exclusion lists
Overweight or underweight stocks on a variety of financial metrics

In addition to Custom Indexing, Interactive Brokers offers a range of tools and resources to help RIAs manage their businesses, including portfolio analytics, performance reporting, and a robust trading platform. Features available on the IBKR RIA platform include:

No ticket charges, no custodial fees, no minimums, and no technology, software, platform, or reporting fees
No in-house advisory team to compete with advisors for clients
Ability to trade stocks, options, futures, currencies, bonds, and funds on 150 markets from a single unified platform
Specialized advisor tools, including trade allocation, tax-loss harvesting, model portfolios and many others
Free CRM, portfolio management, and trading platform, plus PortfolioAnalyst®, which gives advisors the ability to consolidate and analyze a client's entire portfolio, including assets held at other institutions
Automated and flexible client billing
Free website-building services
Debit Card and Bill Pay functions available for US advisor clients

For additional information about IBKR’s Custom Indexing for RIA’s, please visit:

About Interactive Brokers Group, Inc.:

Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities, and foreign exchange around the clock on over 150 markets in numerous countries and currencies, from a single unified platform to clients worldwide. We service individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation has enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments. For the fifth consecutive year, Barron’s ranked Interactive Brokers #1 with 5 out of 5 stars in its March 25, 2022, Best Online Brokers Review.

To view this piece of content from cts.businesswire.com, please give your consent at the top of this page.

View source version on businesswire.com: https://www.businesswire.com/news/home/20230502005133/en/

Contact information

Contacts for Interactive Brokers Group, Inc.
Media: Katherine Ewert, media@ibkr.com

About Business Wire

Business Wire

http://www.businesswire.com

For more than 50 years, Business Wire has been the global leader in press release distribution and regulatory disclosure.

Subscribe to releases from Business Wire

Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.

Latest releases from Business Wire

Ant International Secures Payment Institution Licence from the Central Bank of Brazil4.9.2026 17:41:00 EEST | Press release

Ant International, the leading global digital payment, digitisation, and FinAI solutions provider, today announced that it has received a Payment Institution (PI) licence from the Central Bank of Brazil. “With the Central Bank's invaluable support, we are ready to step up more reliable and comprehensive global payment and account services to enterprises, platforms and SMEs in the country's dynamic digital economy, in ever deeper collaboration with its highly developed payments ecosystem and financial services industry,” said Rodrigo Reif, General Manager, Ant International Brazil. Ant International provides cross-border payments and account services, embedded credit and treasury services, and other finAI and blockchain solutions to clients across Asia, Europe and the Americas. The company processes over 20 million transactions daily, connecting 2 billion consumer accounts to 150 million global merchants via its digital payment ecosystem. The PI licence builds on the services Ant Intern

Bending Spoons completes the acquisition of Airtable4.9.2026 15:30:00 EEST | Press release

Bending Spoons S.p.A. (NASDAQ: BSP) has completed the previously announced acquisition of Airtable, the platform used by more than 500,000 organizations to reshape how teams organize data and manage critical workflows. “Airtable continues to grow because customers value its best-in-class flexibility,” said Luca Ferrari, Bending Spoons CEO and co-founder. “Teams can bring all their data, context, and AI agents together in one place, shape their workflows around their specific needs, and progressively expand their use of the platform over time. As we take the reins, our focus will be on sustaining that growth by investing heavily in Airtable’s product, customer support, and go-to-market capabilities.” “I’m proud of what the Airtable team has built and excited to see the business enter this next chapter,” said Howie Liu, co-founder of Airtable. “I’m confident Bending Spoons has the resources and long-term perspective to help Airtable continue delivering exceptional value to its customers

EQT to acquire McGill and Partners, a leading specialty (re)insurance broker for USD 2.0 billion, from Warburg Pincus4.9.2026 14:48:00 EEST | Press release

EQT and McGill and Partners are pleased to announce that EQT X ("EQT") has entered into a definitive agreement to acquire a majority stake in McGill and Partners from Warburg Pincus for USD 2.0bn. Founder and Chief Executive Officer Steve McGill will continue to lead the firm, while Chairman John Lloyd will remain actively involved. Both will remain as significant shareholders alongside the firm’s wider colleague base, while Warburg Pincus will sell its equity stake in full, marking a successful conclusion to the firms’ partnership. EQT will invest behind McGill and Partners’ ambition to drive accelerated organic growth and global expansion by continuing to attract and support specialty broking talent in key markets, invest further in technology and data capabilities, and expand the firm’s digital solutions – all while maintaining its independence, entrepreneurial culture, and colleague alignment that have been central to its success. The firm was founded in May 2019 by industry titan,

A Race Is Never Won Alone: With La Tavolata, Barilla Brings the Paddock Family Together on the Monza Grid4.9.2026 13:18:00 EEST | Press release

On Thursday evening ahead of the Formula 1® Italian Grand Prix, Barilla transformed one of the sport’s fastest and most competitive environments into a place where the Paddock Family took center stage. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260902463001/en/ La Tavolata by Barilla on the starting grid of the Monza circuit. More than two hundred people gathered around a single table: drivers, Team Principals, mechanics, engineers, strategists, safety and medical car drivers, personal trainers, tire technicians. The individuals whose collaboration, precision and trust shape every race, every decision and every performance. A nearly 100-meter table set with plates and pasta. With the first-ever Tavolata organized by Barilla and F1, people from across the Formula 1® ecosystem – including VCARB driver Yuki Tsunoda and his Race Engineer Alexandre Iliopoulos – celebrated the same principle that defines racing: exceptional pe

Aqara Showcases The New Smart Lighting Series and Immersive Smart Home Experience at IFA 20264.9.2026 12:30:00 EEST | Press release

Aqara, a global leader in IoT, today announced a new lineup of smart lighting products and a global community platform for smart space creators, at IFA 2026 in Berlin. The announcements reflect Aqara's ongoing vision for AI-driven spatial intelligence — spaces that understand their users and adapt to how people actually live in them. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260904365343/en/ Aqara Showcases The New Smart Lighting Series and Immersive Smart Home Experience at IFA 2026 The new lighting series — spanning indoor and outdoor use — integrates seamlessly with Aqara's existing ecosystem of sensors, switches, and hubs, bringing complete whole-space lighting scenarios and automated controls to life. The new Aqara products showcased include the Floor Lamp T1, LED Downlight T2, LED Strip T2, Outdoor String Lights H1, and Permanent Outdoor Lights H1. In addition, the company will present Aqara Builder, a platform fo

In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.

Visit our pressroom