Client Portal
Your one-stop destination to check quotes and place trades, see account balances, P&L and key performance metrics, funding, reporting, and more. Click “Ask IBot” to get quotes, place orders, find information and much more. IBot supports both text and speech entry.
Typically used by:
New clients; advisor clients who want a clear, understandable, real-time view of their accounts; traders and investors who prefer all-inclusive, easy-to-navigate convenience with 24/7 access
Desktop TWS
Our flagship platform designed for active traders and investors who trade multiple products and require power and flexibility, TWS includes all of our most advanced algos and trading tools, and offers a library of tool- and asset-based trading layouts for total customization.
Typically used by:
Traders and investors who want to take advantage of the full IUR offering, especially high-volume, global traders and those who require in-depth news, technical research and risk analysis tools.
Mobile
Easily trade and monitor your IUR account on-the-go from your iOS or Android device (tablet or smartphone).
Typically used by:
On-the-go traders and investors who like to keep an eye on their account 24/7.
Our clients have access to over 125 market centers in 31 countries where they can trade stocks, options, futures, forex, fixed income, and ETFs – all from a single Integrated Investment Account.
Our trading platforms offer a wide range of product centered tools like the OptionTrader and Probability Lab for simplified single and complex multi-leg option trading; FXTrader for forex trading; Mutual Fund/ETF Replicator to help you easily find lower cost ETF alternatives to popular mutual funds; our fixed income screeners for corporate, municipal and agency bonds and CDs – and more.
We give clients the tools they need to trade whatever financial products they choose to help them meet their trading and investing goals.
| Client Portal | Desktop | Web | Mobile | |
|---|---|---|---|---|
| Stocks | ||||
| Options | ||||
| Forex | ||||
| Warrants | ||||
| Combinations | ||||
| Bonds |
We believe that less is more when it comes to our trading costs, but not our trading tools. We continually strive to offer our clients more of what they need to enhance their trading experience.
Looking for a highly-tailored, customizable investment strategy? Our Portfolio Builder walks you through the process of creating investment strategies based on fundamental data and top-tier research that you can back test, adjust and use to invest. Traders who are trading large orders have access to over 30 algos, including our own Accumulate/Distribute algo which has customizable logic to help you fill large-volume orders while adjusting to market conditions based on your criteria.
See the total picture before you buy or sell using our what-if portfolio scenarios. Our professional-caliber Risk NavigatorSM reveals exposure across asset classes and around the globe, helping you to monitor and adjust your positions as needed.
| Client Portal | Desktop | Web | Mobile | |
|---|---|---|---|---|
| Display Positions and PnL | ||||
| SMART Routing | ||||
| Simple Orders | ||||
| Advanced Orders and Algos | ||||
| Conditional Orders | ||||
| Paper Trading | ||||
| Customizable Workspace | ||||
| Mutual Fund/ETF Replicator | ||||
| Stock Borrow/Loan | ||||
| Advanced Portfolio Management Tools | ||||
| NavigatorSM | ||||
| Backtesting |
Our trading platforms offer features to meet the needs of both the occasional investor and the serious, active trader.
Whether you need to simply monitor your account, or want to perform in-depth analysis to create a highly tailored trading strategy using our proprietary algos and API, our platforms provide the features you need to help you meet your trading and investing goals, however basic or complex they may be.
IUR clients enjoy both the power and simplicity of our feature-rich platforms.
| Client Portal | Desktop | Mobile | Web | |
|---|---|---|---|---|
| Live/Delayed Market Data | ||||
| Historical Market Data | ||||
| Level II Market Data | ||||
| Charting | ||||
| Advanced Technical Analysis | ||||
| Scanning | ||||
| Advanced Fixed Income Scanner | ||||
| Streaming News Services | ||||
| Market Signals | ||||
| Third-Party Research | ||||
| Streaming Bloomberg TV | ||||
| Dividend Schedules | ||||
| Alerts | ||||
| Options Analysis |