Sign-up - Interactive Advisors

Welcome

Thank you for choosing Interactive Advisors. In order to sign up with us, you need to have an account with our affiliate broker Interactive Brokers. If you do not have one we will create an account for you.

What is your country of legal residence?

Do you have an Interactive Brokers account?

Yes, I already have an account
You will be taken to your Interactive Brokers account where you can create a separate account to use with Interactive Advisors, provided it meets these requirements.

country of legal residence must be Switzerland or United States
be regulated by IB LLC or IBUK legal entity:
You can find the IB legal entity that regulates your IB account by following these steps:
1. Log in to your IB Client portal
2. Click on Performance and Reports and choose Other Reports
3. Run the Account Confirmation Letter report
The IB legal entity can be found at the bottom left of the letter.
currently be open
not be a Separately Managed Account (SMA) or Separate Trading Limit (STL) account
not have an account ID that ends with 'F' or 'D'
not be a retirement account of type SEP or SEP Inherited
not be a child account
not already have an Interactive Advisors account

No, I want to create a new account
We will create an account with Interactive Brokers for you. To open your account, you will need to provide us with personal, identification, and financial information.

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Already started an application? Click here to recover it.

Need help? Call us Monday-Friday 9am-5pm ET
call 1.866.825.3005

Legal disclosures | Forms and agreements | SEC Registration open_in_new

Covestor Ltd (175 Federal Street, Boston, MA, 02110), also known and doing business as Interactive Advisors, is an Interactive Brokers Group Company. It is an investment advisor registered with and regulated by the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Interactive Advisors is not registered in any jurisdiction outside the United States. This website is for informational purposes only and is not intended to be a solicitation or advertisement in any jurisdiction other than the United States. See important Terms of Use and our Privacy Policy Notice on our Forms and Agreements page.

Your trades are executed by Interactive Brokers LLC, a member of the Securities Investor Protection Corporation (SIPC) open_in_new. That means your assets are protected up to $500,000 in value, including $250,000 in any cash awaiting reinvestment. Please take appropriate professional advice before making any investment decisions. Past performance is no guarantee of future results.

Need help? Call us.

call 1.866.825.3005

9am to 5pm ET Monday to Friday

Country of legal residence

This is the country where you are currently legally resident and file your tax returns.

We currently support applications from Switzerland and United States only.