• Why did Covestor change its name?

    Covestor was acquired by the Interactive Brokers Group in May 2015. In 2017, the company began using a new business name to reflect that it is part of the Interactive Brokers Group family.

  • Why can't I login using IBKRAM credentials any longer?

    From July 17 2018, all clients will be able to login using only their Interactive Brokers credentials. With IBKR as well as IBKR Asset Management having the same, single login across the two sites, we aim to help simplify and streamline your experience with us.

  • Why does IBKR Asset Management no longer offer trial accounts?

    We discontinued the trial account feature in October 2017. We believe trying IBKR Asset Management with an actual funded account provides a more realistic user experience. Many of our portfolios require a minimum investment amount of only $5,000.

  • Is IBKR Asset Management registered as an investment adviser?

    Covestor Limited doing business as IBKR Asset Management has been registered with the US Securities and Exchange Commission since May 2008. Please see our Informational Brochure (Part 2 of Form ADV) for further information. Registration as an investment adviser does not imply a certain level of skill or training.

  • Is IBKR Asset Management a brokerage firm?

    No. As noted above, IBKR Asset Management is an investment adviser registered with and regulated by the Securities and Exchange Commission under the Investment Advisers Act of 1940. However, Interactive Brokers LLC, which is also part of the Interactive Brokers Group, is a brokerage firm. Clients of Interactive Brokers Asset Management need to maintain brokerage accounts with Interactive Brokers LLC in order to be able to invest with IBKR Asset Management.

  • How do I know my data is safe with you?

    We take security and privacy seriously. To get a better understanding of how we use and protect your data, please review our Privacy Policy on the Forms and agreements page.

  • The site doesn’t seem to be working correctly.

    If you notice a bug or run into a glitch as you use the website let us know. Please include details of your browser, operating system and the action you were performing when you encountered the problem.

  • Does IBKR Asset Management have an API?

    Not at this time.

  • How do I submit feedback?

    Visit our contact us page for feedback options.

  • Can I recommend changes?

    Absolutely. Your views are important to us. Visit our contact us page for feedback options.

  • How do I submit a complaint or report system abuse?

    Please call to speak to Customer Service or email us with details.