Overview

At Con5olidate, we choose Interactive Brokers “IBKR” for our Custodian Solution. This is where cutting-edge technology meets financial expertise to offer you unmatched access to global markets. As a leading brokerage firm, Interactive Brokers provides a comprehensive platform for trading a wide array of financial products, ensuring you can harness investment opportunities from around the world. Our commitment to innovation, competitive pricing, and robust risk management guarantees that you receive the secure and efficient trading experience you deserve. Whether you’re advancing your strategy with our award-winning platforms or taking advantage of globally competitive rates, Custodian Solutions is dedicated to maximizing your investment potential.

Markets

150

Markets

34

Currencies

27

what we offer

Global Market Opportunities

Access a diverse range of financial products including stocks, options, futures, currencies, bonds, and funds across 150 international markets using IBKR's all-in-one platform. Available to clients in over 200 countries and territories, their system empowers you to explore global investment opportunities. Fund your account and trade in 27 different currencies, leveraging tools like the World Map Screener and World Data Screener to identify prospects worldwide.

Competitive Pricing

Take advantage of IBKR's low trading fees and globally integrated Universal Account to trade a variety of assets from a single interface. They transfer exchange rebates directly to you, offer interest rates up to 4.33% on available cash, and provide the industry's lowest margin rates starting at 5.33%. Enjoy additional income on lendable shares and no custodian or monthly fees.

Advanced Trading Platforms

IBKR's award-winning platforms cater to all levels of investors, providing access on mobile, web, and desktop. With over 200 free and premium tools like research reports and market commentary, discover and seize new investment opportunities. Utilize 90+ order types to implement your strategies effectively. Manage your portfolio effortlessly with real-time trade confirmations, detailed margin insights, and comprehensive analysis tools.

A Broker You Can Trust

Ensure the security and stability of your investments with IBKR's strong capital positioning and conservative operations. With a capital equity of 15.2 billion, IBKR has no long-term debt, and their financial soundness is reflected in an "A- Outlook Stable" rating from S&P. They adhere to rigorous financial regulations and provide account protection up to 30 million under their SIPC and Lloyd's of London policies.

Robust Business Continuity Plan

IBKR's Business Continuity Plan ensures resilience and rapid recovery in the event of a major disruption. Designed to restore access to your funds and accounts within 24 hours, their plan incorporates risk-based strategies and infrastructure redundancies to minimize downtime and maintain service integrity.

Comprehensive Reporting

Consolidated superior statements in a selected base currency encompass all instruments across various regions and markets. IBKR's reports and statements provide real-time trade confirmations, margin information, transaction cost analysis, advanced portfolio analysis, tax optimization strategies, and a range of additional supplementary reports. Tailored statements and data exports can be provided in CSV or PDF format on a daily, weekly, and/or monthly schedule. Integration into third party systems is seamless.

Award Winning Platform & Services

The IBKR Advantage

Our Custodian Solution stands as the preferred option for discerning global investors:

  • No Custody or Transfer Fees
  • Low Commissions
  • Low Currency Conversion Fees
  • Earn Interest
  • Global Diversification
  • Mobile Trading
  • Powerful Trading Tools
  • Account Protection

Account Types

We provide assistance with the onboarding and support of the following account types:

  • Individual or Joint
  • Trust
  • Family Account
  • Introducing Broker
  • Insurance Providers
  • Financial Advisor
  • Propriety Trading
  • Hedge Funds
  • Fund Administrators
  • Family Office
  • Compliance Officer

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