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

AB InBev and International Cricket Council Announce Landmark Global Partnership11.12.2025 11:31:00 EET | Press release

The International Cricket Council (ICC) announced AB InBev (Euronext: ABI) (NYSE: BUD) (MEXBOL: ANB) (JSE: ANH), the world’s leading brewer, will become the Official Beer Partner for all major ICC tournaments starting in 2026. The partnership will be led by Budweiser 0.0, Budweiser’s no-alcohol beer in India, with other ABI mega brands activating in Europe and Africa. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251211250826/en/ AB InBev and ICC announce global partnership From attending a match live in-stadium to watching one at a bar or pub with friends, with a lower alcohol-by-volume (ABV) and no-alcohol options like Budweiser 0.0, beer is the natural choice to enjoy responsibly. Through this partnership with the ICC, AB InBev will create more moments of cheers, choice and celebration for cricket fans of legal drinking age all over the world. ICC CEO, Sanjog Gupta said: "Cricket is one of the world’s most loved sports w

Spark Reply and Concept Reply Promote CO₂-optimised Charging Together With BMW11.12.2025 11:30:00 EET | Press release

Spark Reply, specialists in design and user experience, and Concept Reply, IoT and AI technology experts within the Reply Group, have developed a smart app for the BMW group as part of a research project that actively encourages electric vehicle drivers to adopt low-carbon charging habits. The “COOL” feature within the BMW Prototyping App “360° Mobility” analyses the current electricity mix and shows users in real time when it is at its cleanest. Playful interactions and personalised AI-generated images further motivate drivers to make more sustainable choices. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251211155452/en/ In a post pilot survey, 73 per cent of participants stated that they were willing to make an extra effort to charge with reduced CO₂ emissions, such as by setting a charging window in their app. This proves that 'COOL' can measurably reduce the carbon footprint of everyday electric driving. Electric mobil

Thales Launches AI Security Fabric, Providing AI Runtime Security for Agentic AI and LLM-Powered Applications11.12.2025 10:00:00 EET | Press release

AI is one of the fastest-growing technologies in the history of modern business, with the ability to revolutionize industries, optimize operations, and drive innovation, but it is also introducing security gaps, risks, and vulnerabilities. According to McKinsey, 78% of organizations are using AI in at least one business function, up from 55% two years ago. As a result, 73% of them are investing in AI-specific security tools, either with new or existing budgets, according to the 2025 Thales Data Threat Report. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251211710650/en/ Thales AI Security Fabric Thales is introducing the first foundational capabilities of its AI Security Fabric to protect the core and edge of enterprises' AI ecosystems. Thales AI Security Fabric – Safeguarding LLM-Powered Apps, Data, and Identities With Thales AI Security Fabric, organizations will be able to: Unlock AI-driven growth securely: Maximize AI’

Interactive Brokers Adds Access to Brazil’s B3 Exchange11.12.2025 10:00:00 EET | Press release

Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, today announced that eligible clients outside of Brazil can now trade Brazilian equities through B3, the Brazil Stock Exchange. This expansion gives investors more ways to access emerging market opportunities across Latin America alongside global stocks, options, futures, currencies, bonds, funds, and more through a single unified platform. The B3 Exchange is one of the most active and liquid markets in the region. With this addition, investors will have direct access to trade Brazilian equities, plus over 160 markets worldwide using Interactive Brokers’ powerful trading platforms and tools. “Global investors need seamless access to diverse markets to stay competitive,” said Milan Galik, Chief Executive Officer of Interactive Brokers. “By adding Brazil’s B3 Exchange, we’re giving our clients efficient, low-cost access to one of the world’s most dynamic emerging economies through our unified global platform.” Int

Kyowa Kirin Announces Proposed Appointment of Abdul Mullick to President and Chief Executive Officer, While Former CEO Masashi Miyamoto to Remain Chairman11.12.2025 09:30:00 EET | Press release

Kyowa Kirin Co., Ltd. (TSE:4151, Kyowa Kirin), a Japan-based global specialty pharmaceutical company, today announced the Board of Directors’ decision to appoint Abdul Mullick, Ph.D., currently President and Chief Operating Officer (COO), to the role of President and Chief Executive Officer (CEO). The appointment will become effective March 2026 following the conclusion of the Ordinary General Meeting of Shareholders. As Mullick takes on the role of President and CEO for Kyowa Kirin, current CEO Masashi Miyamoto, Ph.D., remains Chairman. In March 2025, shareholders approved a dual CEO / COO model, with Mullick appointed to the newly created role of Chief Operating Officer, partnering with Miyamoto to lead the global organisation. The model provided a transition period for Mullick to gain greater insights and understanding of the Japanese company, as the first non-Japanese CEO in the company’s long history. By reverting to the single leader model under Mullick in 2026, Kyowa Kirin aims

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