2015 ANNUAL REPORT - Interactive Brokers

[Pages:165]2015 ANNUAL REPORT

Interactive Brokers

We provide institutions and professional individual investors with the technology and the cost structure to maximize their returns.

Global market access

Superior trading and risk management technology

Low cost

In 2015, electronic brokerage set new

records. We are continuing to build out our innovative platform

to deliver the best features and lowest cost

to our clients.

$5.3B

of equity capital

331,000

clients in 195 countries

647,000

daily average revenue trades

$67.4B

client equity

Access to

100+ markets

in 24 countries and in 22 trading currencies

1,300,000+

trades per day

We made it easy to access our platform for free.

Interactive Brokers' free trial provides immediate access to our platform, requiring only an email address. We're confident that once traders experience how our advanced technology can help lower their costs and optimize their trading, they will become customers.

The free trial comes with a simulated trading account, delayed market data, and access to our trading tools, analytics and third party research.

Go To freedemo

Portfolio Builder

Our clients' investment objectives and risk appetites don't always fit into

cookie cutter portfolios.

We launched the Portfolio Builder to make it easy for our clients to assemble portfolios based on independent

research providers' stock picks or fundamental data to design an investment strategy. With easy-to-use

backtesting and criteria setting features, allocation of capital is simple.

Define an Investment Strategy

Become your own robo-advisor. The Portfolio Builder provides a straight forward approach to

crafting an investment strategy, by defining the capital you want to allocate to a given strategy,

the amount of leverage, and filtering the universe of securities by user-defined criteria.

11 top buy-side research providers provide rankings for stocks and further filters can be applied based on

fundamental data.

Review Backtesting Results

As filters are defined and refined, you can view updates to backtesting results for up to three years.

Invest your Capital

After configuring the strategy, you can assign an amount to be invested in the strategy and add execution parameters.

Independent Advisor Tools

Financial advisors increasingly have a desire to gain financial independence. They've worked hard to gain the trust of their clients and we want to help them keep a larger portion of the fees they generate.

We thought it made sense to streamline this process:

1

The first step toward independence is for advisors to visit our RIA Compliance Center. Investment advisors are subject to a variety of

compliance obligations and we built the Center to help advisors

meet their obligations.

2

Advisors can advertise their services to our clients in IB's Investors' Marketplace. The Marketplace provides a place for advisors to attract capital to manage, and for IB clients to find advisors when they do not wish to manage their investments.

3

Advisors can keep track of their clients in our free Customer Relationship Management tool, seamlessly integrated into Account Management.

Investors' Marketplace

Our brokerage business was built by catering to self-directed traders, investors and institutions who need the most advanced technology and understand the effect costs have on performance. The Investors' Marketplace is a natural extension of our offering.

The Investors' Marketplace gives our clients one-stop shopping access to investment service providers around the globe.

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