Fees & Invoicing

Instructions

We give Advisors the ability to charge their clients for services rendered through automatic billing, electronic invoice or direct billing. You determine the fees at the time of the client's registration, and may modify these at any time in the Advisor Portal. In case of fee increases, the client will be required to approve the fee increase with a signature. In addition to the client fees specified, IBKR will charge its normal commissions to the client.

Click Menu in the top left corner > Administration & Tools > Fees & Invoicing
- Fees: View fee details for the clients you select and edit your fee settings.
- Fee Templates: Apply existing templates to clients, and delete, edit and create new ones.
- Invoicing: Create, edit, delete, upload or download invoices.
- Fee Reimbursement: Create new fee reimbursement.

Additional Resources

Learn About Fees in Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website

Last updated on February 27, 2025