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

Netceed Strengthens Board with Global Infrastructure and Technology Leaders1.4.2026 15:00:00 EEST | Press release

Netceed, a global leader in delivering supply chain solutions across broadband, data center and energy infrastructure, today announced the appointment of Franck Bruel, Jan Frykhammar and Stacey Thompson to advise as strategic advisors to its Board of Directors. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260401045867/en/ Franck Bruel Following the recently announced recapitalization of the Netceed Group and under the chairmanship of Rajeev Suri, the company is strengthening its Board with globally recognized leaders across telecommunications infrastructure, industrial distribution, energy infrastructure and hyperscale technology. Collectively, the new appointees bring decades of leadership experience across some of the world’s most influential infrastructure and technology companies, reflecting Netceed’s ambition to play a leading role in the next generation of global digital, AI and energy infrastructure. Rajeev Suri, Ch

Vertex Announces US FDA Approval for Label Extensions of ALYFTREK ® and TRIKAFTA ® , Expanding Availability of These Medicines to ~95% of All People With CF in the United States1.4.2026 14:30:00 EEST | Press release

Vertex Pharmaceuticals Incorporated (Nasdaq: VRTX) today announced the U.S. Food and Drug Administration (FDA) has approved expanded use of ALYFTREK® (vanzacaftor/tezacaftor/ivacaftor) for the treatment of people with cystic fibrosis (CF) ages 6 and older with a variant in the cystic fibrosis transmembrane conductance regulator (CFTR) gene that is either responsive based on clinical and/or in vitro data or results in production of CFTR protein. Additionally, the U.S. FDA has also expanded the indication statement for TRIKAFTA® (elexacaftor/tezacaftor/ivacaftor and ivacaftor) in patients ages 2 and older. This label expansion was supported by clinical and/or in vitro data from 564 variants demonstrating response to ALYFTREK and 521 variants demonstrating response to TRIKAFTA. As such, approximately 800 more people with a clinical diagnosis of CF in the U.S. are now eligible for a medicine that treats the underlying cause of their disease for the first time. This extension means approxim

Agenus Announces First Patient Enrolled in Global Phase 3 BATTMAN Trial of BOT+BAL Immunotherapy Combination in MSS or pMMR Metastatic Colorectal Cancer1.4.2026 14:30:00 EEST | Press release

Agenus Inc. (Nasdaq: AGEN), a leader in immuno-oncology innovation, today announced that the first patient has been enrolled in the landmark global phase 3 BATTMAN (CO.33) trial (NCT07152821). This study is evaluating Agenus’ immunotherapy combination of botensilimab (BOT) plus balstilimab (BAL) versus best supportive care in patients with refractory, unresectable microsatellite stable (MSS)/mismatch repair proficient (pMMR) metastatic colorectal cancer (mCRC), a population long considered resistant to immunotherapy. This study is being conducted as a cooperative group trial led by the Canadian Cancer Trials Group (CCTG) from Canada and run across Canada, France, Australia and New Zealand. More than 100 sites will participate across the academic cooperative networks of CCTG, GI Cancer Trials in Australia and France’s Partenariat de Recherche en Oncologie Digestive (PRODIGE) consortium (including Unicancer, GERCOR and FFCD). The BATTMAN (CO.33) trial serves as the registrational-enablin

Klarna Agrees to $1.7 Billion Transaction Supporting up to $40B+ of Lending1.4.2026 14:19:00 EEST | Press release

Klarna, the global digital bank and flexible payments provider, has entered into a new capital efficiency transaction in the form of a Significant Risk Transfer (SRT), covering $1.7 billion-worth of Euro denominated loans and freeing up capital to support continued growth. Klarna has entered into a three-year agreement with a consortium led by Värde Partners. This is Klarna's sixth SRT transaction and improves how effectively Klarna deploys its capital on a global basis. "Our banking license is one of our biggest competitive advantages," said Niclas Neglén, Klarna's Chief Financial Officer. "This is our largest and most efficient SRT transaction to date. These transactions allow us to maximize every unit of capital to support our continued momentum." The transaction follows Klarna’s recently announced $2 billion facility supporting $17B of US Financing expansion. About Klarna Klarna is a global digital bank and flexible payments provider. With over 118 million global active Klarna user

Americhem Launches nDryve™: PFAS-Free In-Melt Technology Platform for Functional Fibers1.4.2026 14:00:00 EEST | Press release

Americhem, Inc., a global polymer solutions provider, today announced the launch of nDryve™, a PFAS-free, in-melt surface-modifying technology platform designed to deliver durable multi-fluid repellency against alcohol and other low-surface-energy fluids in fiber systems. As global regulations accelerate the phase-out of per- and polyfluoroalkyl substances (PFAS), manufacturers are under increasing pressure to maintain barrier performance without fluorinated chemistries. nDryve™ was developed to address this shift, offering a PFAS-free, in-melt alternative to conventional surface applied treatments. Engineered for Performance Without PFAS Often referred to as “forever chemicals,” PFAS have come under heightened regulatory scrutiny due to their persistence and potential environmental and health impacts. nDryve™ integrates directly into the polymer during melt processing, embedding surface-modifying functionality within the fiber matrix rather than relying on removable finishes. By engin

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