Required Minimums
CONFIGURING YOUR ACCOUNT
Required Minimums
Individual, Joint, Trust and Org Accounts
| Account Fees | IBKR Pro | IBKR Lite |
|---|---|---|
| Account Minimums | USD 0.00 | USD 0.00 |
| Inactivity Fees | USD 0.00 | USD 0.00 |
Advisor, Non-Professional Advisor, Family Office and Hedge Fund Investment Accounts
| Account Structure | Monthly Inactivity Fee |
|---|---|
| Master Account | USD 0.00 |
| Client Accounts | USD 0.00 |
Broker Accounts
A USD 10,000 (or non-USD equivalent) up front deposit will be required that will be applied against commissions during the first 8 months.
| Time Period | Required Minimum Commissions | Examples (USD or non-USD equivalent) |
|---|---|---|
| The first 8 months | USD 10,000 (or non-USD equivalent) | If total commissions paid during the first 8 months are less than the required minimum, the difference is paid as a maintenance fee. Example: USD 10,000 minimum - USD 7,000 commissions = USD 3,000 maintenance fee. |
| Starting the 9th month | USD 2,000 per month (or non-USD equivalent) | If total commissions paid during any month after the first 8 months are less than the monthly minimum, the difference is paid as a maintenance fee. Example: USD 2,000 minimum - USD 1,400 commissions = USD 600 maintenance fee. |
| Account Structure | Monthly Inactivity Fee |
|---|---|
| Broker Client Accounts | USD 0.00 if aggregate broker client account commission exceeds total required commission (USD 1.00 multiplied by the number of broker client accounts). If broker client account commissions do not exceed total required commission, a USD 1.00 inactivity fee will be applied on a prorated basis to accounts having a Net Liquidation Value of less than USD 1,000.00 and generated commission of less that USD 1.00. |
Proprietary Trading Group Accounts
| Category | Minimum Required Deposit |
|---|---|
| Trading Group Masters | USD 0.00 |
Enhanced Network Connections
Clients requiring any of the connections listed below are subject to the following minimum commissions:
| VPN | ||
|---|---|---|
| Trader Workstation and TWS API | REST API | FIX CTCI |
| Not supported | Not supported | USD 1,500.00 per month minimum commission for the first FIX session; USD 1,000.00 per month minimum commission for any subsequent FIX Session |
| Gateway (Internet) | ||
|---|---|---|
| Trader Workstation and TWS API | REST API | FIX CTCI |
| USD 0.00 per month minimum commission | USD 0.00 per month minimum commission | USD 1,500.00 per month minimum commission for the first FIX session; USD 1,000.00 per month minimum commission for any subsequent FIX Session |
| OAuth (Internet) | ||
|---|---|---|
| Trader Workstation and TWS API | REST API | FIX CTCI |
| Not supported | USD 0.00 per month minimum commission (For FAs and Institutional Only) |
Not supported |
| Extranet (Radianz, TNS) | ||
|---|---|---|
| Trader Workstation and TWS API | REST API | FIX CTCI |
| USD 500.00 per month minimum commission | USD 500.00 per month minimum commission | USD 1,500.00 per month minimum commission for the first FIX session; USD 1,000.00 per month minimum commission for any subsequent FIX Session |
| Dedicated Leased Line (Verizon, AT&T, etc.) | ||
|---|---|---|
| Trader Workstation and TWS API | REST API | FIX CTCI |
| USD 500.00 per month minimum commission | USD 500.00 per month minimum commission | USD 1,500.00 per month minimum commission for the first FIX session; USD 1,000.00 per month minimum commission for any subsequent FIX Session |
| Cross-Connect | ||
|---|---|---|
| Trader Workstation and TWS API | REST API | FIX CTCI |
| USD 500.00 per month minimum commission | USD 500.00 per month minimum commission | USD 1,500.00 per month minimum commission for the first FIX session; USD 1,000.00 per month minimum commission for any subsequent FIX Session |
Notes:
- Residents of Chicago, IL will be subject to a Chicago Personal Property Tax on special connectivity costs. For additional information, please refer to the IBKR Knowledge Base
- Residents of Connecticut will be subject to a Connecticut Sales Tax on special connectivity costs. For additional information, please refer to the following link https://www.ibkrguides.com/kb/article-2973.htm.
See the Trading API Solutions for more details.
Disclosures
- The non-USD equivalent for all USD values is also acceptable.