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Our Hedge and Mutual Fund accounts let Investment Managers set up different structures to meet their needs.

All our Fund Accounts offer the following benefits:

  • A User Access Rights system that allows you to assign different managerial roles and client accounts to individual employees within your organization.
  • Trades can be given up pre-trade or post-trade to multiple prime locations or taken up from an executing broker.
  • Risk-based Portfolio Margin or Reg T Margin Accounts.

We offer three types of Fund account structures:

All three give institutions the flexibility of trade execution, clearing and prime broker services all within the same account.

Single Fund


Single Fund

Multiple Fund Account


Multiple Fund Account

Omnibus Fund Account


Omnibus Fund Account
  • A single fund with multiple users.
  • One or more fund accounts managed by an Investment Manager.
  • Each Fund account can be owned by a separate legal entity and is credit-managed separately.
  • Execute trades for multiple Funds in an Omnibus Account and assign trades before the end of the trading day to specific Fund Accounts.
  • Pre-trade allocation tools.
  • A single omnibus account for trade executions that allows for end of day give-up of trades to accounts at third-party prime brokers.
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For information regarding your account, contact Interactive Brokers by clicking here.

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at 1 (202) 371-8300