Interactive Brokers Advisory

Interactive Brokers Advisory

Our investment strategies can be used by one of the world’s largest brokers.

To simplify the investment process, we have developed our rebalancing application compatible with Trader Workstation provided by the Interactive Brokers.

If you don’t have an IBKR account, we offer full support with opening, funding and managing an account with this broker.

Creating an account is not a difficult thing. But if you want to save time and be sure you will avoid possible mistakes, we are here to help you.

  • 2014
    Creating an IBKR account
    Creating an account with Interactive Brokers be pretty time-consuming. We will inform you in advance what documents and information we need to fill out the application form. The process should take about an hour, and it might require up to 3 business days for your account to get approved by IBKR.
  • 2018
    Funding the account
    To fund your account, you can send your money immediately after the account creation process, or you might wait until your account gets approved. Either way, you will need to get the document with payment information from the Interactive Brokers website first. Afterwards, you will send the money from your bank account according to the instructions. Banks have different requirements and fee rates for this wire transfer. As part of our service, we will identify the most economical way for you.
  • 2021
    Using the Trader Workstation application
    The Trader Workstation is a rather complex tool, especially if you are a beginner. Using the TWS application is inevitable since it is the only way to upload the rebalancing order containing your stock portfolio. We will ensure that the purchase of stocks is accomplished without any errors.
  • 2022
    Using the IBKR website and mobile application
    The website application is an excellent tool for monitoring the actual price of each stock and the whole portfolio. There is also a mobile application for those who want to check their performance anytime. We will help you understand how to use these applications at your convenience.

We have prepared a guide for each part of the process.

Dollar Cost Averaging (DCA)
6-Factor Investing Model
Fama-French Model Illustration
Standard Deviation illustration.jpg