Interactive Brokers Launches Custom Indexing for Registered Investment Advisors
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:
US and countries served by IB LLC: https://www.interactivebrokers.com/en/trading/lp-custom-indexing.php
Canada: https://www.interactivebrokers.ca/en/trading/lp-custom-indexing.php
United Kingdom: https://www.interactivebrokers.co.uk/en/trading/lp-custom-indexing.php
Western Europe: https://www.interactivebrokers.ie/en/trading/lp-custom-indexing.php
Central Europe: https://www.interactivebrokers.hu/en/trading/lp-custom-indexing.php
Hong Kong: https://www.interactivebrokers.com.hk/en/trading/lp-custom-indexing.php
Singapore: https://www.interactivebrokers.com.sg/en/trading/lp-custom-indexing.php
Australia: https://www.interactivebrokers.com.au/en/trading/lp-custom-indexing.php
India: https://www.interactivebrokers.co.in/en/trading/lp-custom-indexing.php
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
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 Partners with Barclays on Global Treasury Management with Proprietary AI-Powered FX Model9.5.2025 16:57:00 EEST | Press release
Ant International has entered a partnership with leading UK bank Barclays to enhance efficiency and resilience in global treasury management for businesses. Under the partnership, the two sides will combine innovative solutions, including Ant’s proprietary Time-Series Transformer (TST) AI FX Model, to help businesses reduce FX-related costs and risks against global volatilities. At the initial stage of the collaboration, Ant International has successfully completed the first batch of its intra-group FX transactions with Barclays. Ant International’s TST Model is a transformer architecture-based big data model with close to 2 billion parameters. By integrating the latest time series forecasting algorithms, the TST Model predicts patterns over time. Ant also created new pre-training and Supervised Fine-Tuning (SFT) frameworks to train the model and improve its predictions over time. The TST Model now forecasts the company's cashflow and FX exposure on an hourly, daily and weekly basis, w
Monument Re Transfers €1.4bn Greycastle Portfolio to RGA and Strengthens European Life Insurance Consolidation Platform9.5.2025 15:00:00 EEST | Press release
Monument Re Limited (“Monument”) announces today that it has transferred a legacy €1.4bn reinsurance portfolio, comprising annuity and other life insurance liabilities acquired as part of the 2020 Greycastle transaction, to RGA Americas Reinsurance Company, Ltd. (“RGA”). This transaction releases capital resources that Monument will redirect to its core strategy of consolidation in European life insurance markets. The transaction completed on 2May 2025 following approval by the Boards of Directors of both Monument and RGA and non-objection from the Bermuda Monetary Authority. Monument has taken significant steps in recent months to strengthen its business operations by consolidating its European group support functions in Dublin and by aligning with the recently strengthened regulatory regime in Bermuda. With its strong financial position and best in class capabilities in the Group, Monument remains ideally positioned to build on its success to date and grow its European footprint, del
IFF Completes Divestiture of Nitrocellulose Business9.5.2025 15:00:00 EEST | Press release
IFF (NYSE: IFF) today announced that it has completed the divestiture of its nitrocellulose business, including Walsrode Industrial Park in lower Saxony, Germany, to Czechoslovak Group (CSG). The business manufactures nitrocellulose strictly for industrial purposes, serving customers primarily in coatings and printing inks, and had been part of IFF’s Pharma Solutions business unit. “The divestiture of our nitrocellulose business builds upon our deleveraging journey and enables us to focus on our core businesses,” said Erik Fyrwald, IFF CEO. “I’d like to thank our nitrocellulose colleagues for their dedication and wish them continued success as part of CSG.” Welcome to IFF At IFF (NYSE: IFF), we make joy through science, creativity and heart. As the global leader in flavors, fragrances, food ingredients, health and biosciences, we deliver groundbreaking, sustainable innovations that elevate everyday products—advancing wellness, delighting the senses and enhancing the human experience.Le
CPAC Systems AB Announces Strategic Minority Investment in Flying Fish9.5.2025 13:33:00 EEST | Press release
CPAC Systems AB, a leader in advanced control systems and embedded vessel and commercial vehicle technology, today announced a strategic minority investment in Flying Fish Maritime Innovations B.V., a pioneer in advanced shared water mobility solutions and robust, cost-effective hydrofoil technology. The investment underscores both companies’ commitment to redefining water-based transportation through innovation, sustainability, and seamless integration. It marks the beginning of a deeper collaboration aimed at enabling smarter, cleaner, and more connected mobility on the water — for both recreational and commercial applications. “We are thrilled to support Flying Fish and their impressive work in redefining water mobility,"saidMarcus Wingolf, CEO of CPAC Systems. "Our investment in Flying Fish represents a strategic alignment of our technical proficiencies and innovative ambitions. This partnership opens exciting new possibilities for integration and sustainable transformation across
Kioxia Receives IEEE Corporate Innovation Award9.5.2025 10:00:00 EEST | Press release
Kioxia Corporation, a world leader in memory solutions, today announced that it has received the IEEE Corporate Innovation Award from the Institute of Electrical & Electronics Engineers (IEEE), the world’s largest technical professional organization dedicated to advancing technology for the benefit of humanity. This award recognizes Kioxia's outstanding contribution in the field of electrical and electronics engineering through its BiCS FLASH™ technology, a low-cost, high-capacity 3D flash memory innovation. The award ceremony was held on April 24 in Tokyo. The IEEE Corporate Innovation Award is a globally-recognized honor bestowed upon organizations that have developed innovative technologies, products or services that have made a substantial contribution to the advancement of electrical and electronics engineering. Since its inception in 1985, the award has been presented to leading electronics manufacturers and IT companies worldwide, and Kioxia is proud to be the seventh Japanese c
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