Introduction to Client Billing for Advisors

Advisors may charge their clients for services rendered either through automatic billing, electronic invoice, or direct billing. Fee schedules can be assigned at the time of the client’s registration and may be modified at any time in IBKR’s Advisor Portal. Study notes and other lessons: Interactive Brokers website: Open an account at Interactive Brokers: Trading Education at IBKR: Traders’ Academy: Coursera: Podcasts: IBKR Webinars: Traders’ Insight: IBKR Quant: Student Trading Lab Info: Traders’ Glossary: Learn more about the IBKR Campus: