{
  "schemaVersion": 1,
  "kind": "professionalServicesFirm",
  "id": "interactive-brokers",
  "urls": {
    "html": "/professional-services/interactive-brokers.html",
    "json": "/professional-services/interactive-brokers.json",
    "markdown": "/professional-services/interactive-brokers.md"
  },
  "policy": "Documentation research, not account or execution testing. Research regions do not establish residence eligibility. Requires Verification is an evidence gap, not proof of unavailability. Source conflicts and product/entity qualifications must remain attached to claims. Demo results do not establish live trading performance.",
  "record": {
    "id": "interactive-brokers",
    "name": "Interactive Brokers",
    "role": "Broker",
    "entity": "Contracting affiliate Requires Verification",
    "scope": "Global advisor documentation; catalog retail trial is a different account.",
    "services": {
      "managedAccounts": {
        "product": "Advisor accounts / TWS allocation",
        "status": "Documented",
        "summary": "Allocate a trading instruction across an advisor’s client accounts.",
        "capabilities": [
          "Account groups and configurable allocation values",
          "Allocation profiles and client trading permissions",
          "Advisor paper-account workflow documented"
        ],
        "requirements": "Eligible advisor/client account structure and product permissions; confirm the contracting affiliate.",
        "limitations": "The reviewed tool lesson lists stocks, options, futures and futures options. Spot-FX applicability and exact multi-client paper setup require verification.",
        "sources": [
          "ib-advisor",
          "ib-allocation",
          "ib-paper"
        ],
        "evaluation": {
          "kind": "Paper account",
          "note": "Advisor paper setup is documented; the allocation lesson recommends practice. No multi-client account setup was tested.",
          "source": "ib-paper"
        },
        "accountingScope": null,
        "checked": "2026-10-14",
        "tested": false
      },
      "fundAccounting": {
        "status": "Requires Verification",
        "summary": "Pooled-fund accounting has not been established for this provider in the reviewed research.",
        "limitations": "This is an evidence gap, not a finding that the service is unavailable.",
        "sources": [],
        "checked": "2026-10-14",
        "tested": false
      }
    }
  },
  "sources": {
    "ib-advisor": {
      "title": "IBKR — advisor account structure",
      "url": "https://www.interactivebrokers.com/en/accounts/advisor/overview.php",
      "checked": "2026-10-14"
    },
    "ib-allocation": {
      "title": "IBKR — TWS Allocation Order Tool",
      "url": "https://www.interactivebrokers.com/campus/trading-lessons/tws-allocation-order-tool/",
      "checked": "2026-10-14"
    },
    "ib-paper": {
      "title": "IBKR — advisor paper accounts",
      "url": "https://www.interactivebrokers.com/campus/trading-lessons/signing-up-for-a-paper-trading-account/",
      "checked": "2026-10-14"
    }
  }
}