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

Riskified Announces Expansion of AI Agent Intelligence to Secure Native Merchant AI Shopping Assistants3.3.2026 15:00:00 EET | Press release

Riskified (NYSE: RSKD), a leader in ecommerce fraud and risk intelligence, today announced an expansion of its AI Agent Intelligence platform, positioning the company as the definitive shield for the next era of ecommerce. As merchants explore deploying their own native, conversational AI shopping assistants to elevate their customer experience, Riskified is ensuring that these new touchpoints are protected from sophisticated fraud and abuse. Retailers are heavily investing in bringing AI agents directly to their digital storefronts. Research from McKinsey & Company underscores this trend, noting that 82% of retail organizations have already launched generative AI pilots focused on reinventing customer service. As merchants build out their AI shopping assistants to offer deep personalization and loyalty programs based on customer preferences, Riskified provides a critical risk intelligence layer that makes these interactions both smart and secure. Because Riskified analyzes the complet

PAX Unveils Long-Anticipated PAX FOUR, Its Most Powerful Dry Herb Vaporizer Yet3.3.2026 15:00:00 EET | Press release

Nearly two decades after defining the category, PAX today announced the launch of PAX FOUR, the most powerful dry herb vaporizer in the company’s history. Built for consumers who want dense vapor and immediate impact without combustion, PAX FOUR delivers smoking-level intensity you can see and feel in a sleek, precision-engineered device. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260303740648/en/ PAX FOUR, the most powerful dry herb vaporizer in the company’s history. The cannabis vaporization category continues to grow as consumers shift away from smoking and combustion, yet many remain loyal to traditional smoking methods, often citing weak vapor, lack of intensity, and inconsistent performance from existing devices. PAX FOUR was engineered to change that — producing larger clouds and consistent performance while preserving PAX’s signature portability and design. “PAX FOUR is all about power,” said Chris Ahern, CEO of

The Progeria Research Foundation and Forge Biologics Announce Manufacturing Partnership to Advance Gene Therapy for Children with Progeria3.3.2026 15:00:00 EET | Press release

The Progeria Research Foundation (“PRF”), a nonprofit research organization dedicated to developing treatments and the cure for Hutchinson-Gilford Progeria Syndrome (“Progeria”), and Forge Biologics, (“Forge”), a leading manufacturer of gene therapies and member of the Ajinomoto Bio-Pharma Services group, today announced a manufacturing agreement to support the development and manufacturing of SamPro-2, PRF’s investigational gene therapy for children and young adults living with Progeria, an ultrarare and fatal genetic disease characterized by rapid aging. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260303556687/en/ The manufacturing agreement brings together PRF’s decades-long, research-driven Progeria program with Forge’s integrated gene therapy capabilities including process development, cGMP manufacturing, FUEL™ platform technologies, and regulatory consultation. Forge will provide manufacturing services for Investiga

Jackson County REMC brings ultra-fast fiber to rural Indiana with Adtran3.3.2026 15:00:00 EET | Press release

Adtran today announced that Jackson County REMC is transforming its broadband network with Adtran technology to help close the digital divide and bring faster, more reliable connectivity to homes, businesses and farms across southern Indiana. The member-owned electric co-op selected Adtran for its transparent approach and collaborative partnership, moving away from restrictive models that added complexity and cost. The integrated solution combines fiber access, AI-driven Mosaic One SaaS and Intellifi® managed Wi‑Fi to reduce truck rolls and lower operating expenses by up to 30%. This empowers Jackson County REMC to provide a superior experience for more than 13,500 broadband subscribers across its 10‑county service area. It also expands access to online services and creates new opportunities for education, healthcare and economic growth. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260303382581/en/ Adtran’s networking tech

Armis Launches Marketplace to Help Security Teams Accelerate and Optimize Integrated Technology Stacks3.3.2026 15:00:00 EET | Press release

Armis, the cyber exposure management & security company, today announced Armis Marketplace, a digital hub for security teams to find, evaluate and implement solutions that seamlessly integrate with their existing Armis deployments. The portal's centralized access to trusted partner integrations empowers Armis customers to more quickly validate the effectiveness of solutions within their own environments. “The real bottleneck for security teams today is not discovering new tools or services but the friction of validating them,” said Nadir Izrael, CTO and Co-Founder at Armis. “The Armis Marketplace is designed for action, enabling teams to significantly cut purchasing time from weeks to hours and move from proof to deployment in record time. This allows organizations to secure their environment and focus on what matters most.” Unlike traditional marketplaces that simply list partner solutions without providing the full context of what would be most impactful, the Armis Marketplace offers

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