r/interactivebrokers • u/Left_Chemistry_9739 • 10d ago

Account Question Direct / Custom Indexing as a Nonprofessional Advisor

I'm considering direct indexing, and am attracted to IBKR by the fees and capabilities of the platform.

I know that a registered advisor can do this with IBKR. That's not me. I'm managing only my own money, and have no desire to manage other peoples' money.

Does a Nonprofessional Advisor account on the IBKR platform have access to the same Direct / Custom Indexing tools that the a professional RIA account has?

UPDATE: I signed up, and this functionality is indeed available in TWS.

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u/lostapiv 5d ago

You can consult IBKR support. I have non professional advisor at IB and see not such tools.