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Interactive Brokers Review

Blain Reinkensmeyer

Written by Blain Reinkensmeyer, Chris McKhann
Edited by Carolyn Kimball
Fact-checked by Steven Hatzakis

October 28, 2022

In 2022, Interactive Brokers remains our top pick for professionals because of its institutional-grade desktop trading platform and rock-bottom margin rates. Professionals aside, Interactive Brokers also appeals to active traders and casual investors with $0 trades and a user-friendly web platform.

Interactive Brokers
4.5 Stars Overall
  • Minimum Deposit: $0.00
  • Stock Trades: $0.00
  • Options (Per Contract): $0.65
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New client offer, special margin rates.

Top Takeaways for 2022

After spending three months testing 15 of the best online brokers for our 12th Annual Review, here are our top findings on Interactive Brokers:

  1. Interactive Brokers, or IBKR, is best known for offering traders access to global markets — some 135 market centers in 33 countries. Additionally, professionals can take advantage of industry-leading commissions, including the lowest margin rates across all balance tiers.
  2. Interactive Brokers is a winner for day trading, mobile trading, options trading, futures trading and professional trading. For example, Interactive Brokers offers a staggering 68 different order types.
  3. Despite clear progress made in simplifying its website for casual investors, including more robust fundamental research and education, Interactive Brokers underperforms the best brokers for beginners. That said, Interactive Brokers still finished Best in Class across six categories in 2022.

Overall summary

Feature Interactive Brokers logoInteractive Brokers
Overall 4.5 Stars
Investment Options 5 Stars
Commissions & Fees 4.5 Stars
Mobile Trading Apps 4.5 Stars
Platforms & Tools 4.5 Stars
Research 5 Stars
Customer Service 3 Stars
Education 4.5 Stars
Ease Of Use 4 Stars

Offering of investments

Interactive Brokers provides the most diverse offering in the industry and leads by a wide margin in multiple areas, including international trading. Globally, customers can trade across more than 135 international markets in 33 countries.

Cryptocurrency: In September 2021, Interactive Brokers added cryptocurrency trading to its offerings. Traders can now trade Bitcoin, Ethereum, Litecoin and Bitcoin Cash through their integrated account.

Forex: Retail forex trading is not offered in the United States unless you are designated an "eligible contract participant" by Interactive Brokers. More specifically, this means being an individual or organization with assets of over $10 million.

Other: Interactive Brokers has added the ability for U.S. investors to trade spot gold in amounts as small as one ounce. They have also added a wide variety of micro and small-sized futures contracts. These contracts, like small crude oil futures, open up futures markets to more people.

Feature Interactive Brokers logoInteractive Brokers
Stock Trading Yes
Margin Trading Yes
OTCBB / Pink Sheets Yes
Options Trading Yes
Complex Options Max Legs 6
Bonds (US Treasury) Yes
Futures Trading Yes
Forex Trading No
Mutual Funds (Total) 11160
Advisor Services No
Crypto Trading Yes
Crypto Trading - Total Coins 4
View More

Commissions and fees

Interactive Brokers offers two primary pricing plans: IBKR Pro (meant for professionals) and IBKR Lite (for casual investors). Because Interactive Brokers' core clientele are professional traders and institutional investors (e.g., hedge funds), it is crucial to provide the lowest commissions schedule available. In our rigorous assessment, there is no question Interactive Brokers delivers. In 2022, Interactive Brokers is among Best in Class for Active Trading.

IBKR Lite: With IBKR Lite, there are no market data fees and all U.S. stock and ETF trades are $0, while options trades follow the same pricing as IBKR Pro (see below). The main caveat to use of IBKR Lite is the lower-quality order executions. Like other $0 brokers, under IBKR Lite, Interactive Brokers makes money off payment for order flow, or PFOF. Overall, IBKR Lite is designed for casual traders and investors.

IBKR Pro stock trades: For small order sizes, e.g., several hundred shares, Interactive Brokers is a fantastic deal. However, trade several thousand shares or more and Interactive Brokers quickly becomes pricey, even on its tiered pricing plan, which starts at $.0035 per share ($1 minimum).

IBKR Pro options trades: On U.S. exchanges using Interactive Brokers SMART routing, commissions per options contract are tiered. Any premium greater than $0.10 equals $0.65 per contract with a $1 minimum and no maximum. For premiums between $0.05 and $0.10, the rate is $0.50 per contract. Finally, for premiums less than $0.05, the rate is $0.25 per contract.

IBKR Pro other benefits: Interactive Brokers does not accept payment for order flow in IBKR Pro, a key element in providing quality order execution. Also, Interactive Brokers leads the industry with the lowest margin rates, which vary from 1.55% down to a remarkable 0.75% for clients who hold more than $1 million with the brokerage.

Mutual funds: Interactive Brokers offers over 30,000 mutual funds globally, with 10,000 in the U.S. Of the U.S. mutual funds, at least 4,000 are commission-free; otherwise, the standard commission rate is $14.95.

Penny stocks: IBKR Pro is not a good choice for trading penny stocks, as you’ll pay a per-share commission.

Feature Interactive Brokers logoInteractive Brokers
Minimum Deposit $0.00
Stock Trades $0.00
Penny Stock Fees (OTCCB) $0.00
ETF Trade Fee $0.00
Options (Base Fee) $0.00
Options (Per Contract) $0.65
Options Exercise Fee $0.00
Options Assignment Fee $0.00
Futures (Per Contract) $0.85
Mutual Fund Trade Fee $14.95
Broker Assisted Trade Fee $30
View More

Mobile trading apps

Mobile trading with Interactive Brokers via its IBKR Mobile app is well-supported across all devices. From lightning-quick streaming data to full-featured order entry and portfolio management, Interactive Brokers includes everything professionals require to trade on the go. A new app, Impact, simplifies investing in companies whose social and environmental principles align with your own.

Charting: Charting is robust, including 70 optional indicators and easy customizations. However, some features one would expect are not included, such as stock and/or index comparisons.

Considerations: One notable drawback to the app is that stock alerts cannot be delivered via push notification. Instead, alerts are delivered via email, which is baffling considering how sophisticated Interactive Brokers technology is otherwise.

Impact: The Impact app prompts you to choose values that are important to you, such as clean water or opposition to animal testing. From there, you can identify companies that support those values and even “swap” positions in your portfolio with a single trade. Your Impact dashboard will display an A-F grade for your portfolio based on the values chosen.

Feature Interactive Brokers logoInteractive Brokers
iPhone App Yes
Android App Yes
Apple Watch App Yes
Stock Alerts Yes
Charting - After-Hours Yes
Charting - Technical Studies 97
Charting - Study Customizations Yes
Watch List (Streaming) Yes
Watch Lists - Create & Manage Yes
Watch Lists - Column Customization Yes

Other trading platforms and tools

Interactive Brokers’ flagship platform, desktop-based Trader Workstation (TWS), supports trading everything under the sun, including global assets. While TWS is not designed for new investors, it easily ranks among the best trading platforms in the industry. Less experienced traders will prefer the alternative Client Portal, a web-based platform.

TWS trading tools: Trading tools within TWS designed for seasoned traders are widespread: algo trading, an Options Strategy Lab, Volatility Lab, Risk Navigator, Market Scanner, Strategy Builder, and Portfolio Builder, to name a few. Watch lists can include anything from equities to individual options contracts, futures, forex, warrants – you name it. An impressive 494 data points are available for column customization.

TWS IBot: IBot, also available in TWS mobile, uses a foundation of artificial intelligence to quickly service customer requests via chat (or voice in the iPhone app). Portfolio information, orders, quotes, and more are all supported. Think, "What's the last price of GOOG?" or, "Chart AAPL vs. MSFT" or, "Buy 100 shares of FB." Only TD Ameritrade can go toe-to-toe with IBot.

TWS drawbacks: Tasks such as pulling up a stock to trade are tricky due to the vast array of securities available to trade. For example, typing in "AAPL" for Apple yields a slew of possible matches, which can be overwhelming for nonprofessionals. Also, automated technical analysis tools, such as Trading Central (Recognia), are available only as a paid subscription add-on.

Client Portal: This platform for less experienced traders is offered through Interactive Brokers’ website and includes all the core features necessary to trade and manage a basic portfolio. Portal is the primary trading experience for IBKR Lite customers, which means it is far less robust, but also far easier to use, than Trader Workstation. In my testing, I found it to be good, but not great.

Feature Interactive Brokers logoInteractive Brokers
Active Trading Platform Trader Workstation (TWS)
Desktop Trading Platform Yes
Desktop Platform (Mac) Yes
Web Trading Platform Yes
Paper Trading Yes
Trade Journal Yes
Watch Lists - Total Fields 640
Charting - Indicators / Studies 121
Charting - Drawing Tools 85
Charting - Study Customizations 5
Charting - Save Profiles Yes
Trade Ideas - Technical Analysis Yes
Streaming Time & Sales Yes
Trade Ideas - Backtesting Yes
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Research

For casual investors, sticking to Fundamentals Explorer within Client Portal is, hands down, the way to go for doing research. For seasoned traders and professionals, TWS includes everything necessary to be productive, such as scanning and back-testing.

Fundamentals Explorer: Built for everyday investors to perform traditional fundamental research on stocks, ETFs, and mutual funds, the Fundamentals Explorer tool is solid. Available in Client Portal, TWS and the mobile app, Fundamentals Explorer does a good job with using design to visualize data. For example, the Social Sentiment analysis tab uses a slew of Twitter data to identify a social sentiment trend, overall sentiment score and other takeaways.

Stock research: TWS research highlights include numerous screeners, extensive back-testing functionality, and portfolio analysis tools, which are all excellent. For traders looking to conduct specific research, Interactive Brokers offers over 70 third-party provider feeds a la carte, including Morningstar, which are available either free or for a monthly fee. Any provider package purchased integrates straight into TWS.

However, performing even basic research on stocks, ETFs, and mutual funds is nothing like the traditional full-service brokerage experience one might find at TD Ameritrade, Charles Schwab, or Fidelity. You must learn how to navigate TWS to find the information you want; there are only a few streamlined views.

The web-based Client Portal, in contrast, is far easier to use and, while not quite as intuitive as the offerings of leaders in this arena, it’s a measurably better research experience than TWS.

ESG research: Interactive Brokers includes a variety of environmental, social and governance ratings and research across its platforms, including the abovementioned Impact tool, which lets you score your portfolio stock holdings for ESG-specific metrics.

PortfolioAnalyst: Stepping away from traditional research, PortfolioAnalyst provides traders with hedge fund-level reporting on their portfolio's performance and makeup. Interactive Brokers also offers a free version for nonclients where you can link all your accounts and run reports. It isn't as easy to use as, say, Personal Capital. Still, it's a compelling tool for traders with assets spread across numerous institutions.

Feature Interactive Brokers logoInteractive Brokers
Research - Stocks Yes
Stock Research - ESG Yes
Stock Research - PDF Reports 7
Screener - Stocks Yes
Research - ETFs Yes
Screener - ETFs Yes
Research - Mutual Funds Yes
Screener - Mutual Funds Yes
Research - Pink Sheets / OTCBB Yes
Research - Bonds Yes

Education

Interactive Brokers offers numerous options to learn about trading and investing. From its Traders' Academy portal to content on the IBKR Quant blog, there is a wide variety of written material and accompanying video content, including quizzes. While progress tracking is not included for videos and articles, it is for quizzes, and there is at least one per lesson.

Learning center: Traders’ Academy courses are organized by experience level as well as by topic. Interactive Brokers also offers archived content such as from its live and recorded webinars, much of which is also available on its YouTube channel. Lastly, Interactive Brokers offers a large variety of short videos.

Feature Interactive Brokers logoInteractive Brokers
Education (Stocks) Yes
Education (ETFs) Yes
Education (Options) Yes
Education (Mutual Funds) No
Education (Bonds) Yes
Education (Retirement) Yes
Paper Trading Yes
Videos Yes
Webinars Yes
Webinars (Archived) Yes
Progress Tracking Yes
Interactive Learning - Quizzes Yes
View More

Customer service

To score Customer Service, StockBrokers.com partners with customer experience research firm Confero to conduct phone tests from locations throughout the United States. For our 2022 Broker Review, 159 customer service tests were conducted over six weeks. Here are the results for Interactive Brokers.

  • Average Connection Time: 3-5 minutes
  • Average Net Promoter Score: 6.6 / 10
  • Average Professionalism Score: 6.2 / 10
  • Overall Score: 6.1 / 10
  • Ranking: 10th of 13 brokers

Banking services

While Interactive Brokers does not provide traditional banking services, it does offer its version of a cash management account, which offers a debit card, bill pay and the ability to earn interest on uninvested cash.

Your account must be denominated in a base currency that has a positive interest rate to earn interest. There are also minimum tier cutoff levels, wherein you earn a yield only on cash that exceeds those levels, which vary per currency. Bottom line, with interest rates remaining low, there is little to no yield to be captured in the U.S.

Feature Interactive Brokers logoInteractive Brokers
Bank (Member FDIC) No
Checking Accounts No
Savings Accounts No
Credit Cards No
Debit Cards Yes
Mortgage Loans No

Final thoughts

With industry-leading commission rates for professional traders, more than 68 optional order types, trading in more than 135 international markets, and a robust trade platform suitable for any professional, Interactive Brokers is an excellent choice for investors who fit into its target mold.

Meanwhile, for casual investors, Interactive Brokers has assembled a competitive offering by providing $0 stock and ETF trades through IBKR Lite alongside thorough research with the Client Portal web platform.

Is my money safe with Interactive Brokers?

Interactive Brokers is well-capitalized and is licensed and regulated in nearly a dozen major jurisdictions, making it a safe broker to hold your money. As a publicly traded company, Interactive Brokers (NASDAQ: IBKR) has a market capitalization of over $28 billion as of May 28, 2021.

Money held in an investment account with Interactive Brokers in the U.S. is protected by SIPC insurance, which covers up to $500,000 in securities and up to $250,000 in cash (up to a total of $750,000 per customer). If you hold more than $250,000 in cash, Interactive Brokers offers a Insured Bank Deposit Sweep Program, which provides up to $2.5 million in FDIC insurance in addition to the SIPC insurance.

The degree of security may depend on the specific country you are located in and the related regulatory requirements that Interactive Brokers follows in countries where it holds client funds, such as the U.S., U.K., Canada, Australia, Singapore, India and Japan.

Is Interactive Brokers good for beginners?

While the Trader Workstation desktop platform is not ideal for beginners, Interactive Brokers’ web-based Client Portal platform will meet the needs of most traders who are beginners or have limited investing experience.

In addition, Interactive Brokers continues to expand the scope of educational materials available, which includes IBKR Campus and Traders’ Academy, among other rich resources to accelerate your learning as a beginning trader or investor.

Why is Interactive Brokers so cheap?

Interactive Brokers was one of the first firms to lower its commissions to zero dollars, through its IBKR Lite offering; a wave of U.S. brokerages followed suit. While Interactive Brokers still has commission-based account offerings, such as IBKR Pro, it can offer very low commissions because of its ability to route orders intelligently across a wide variety of execution venues.

IBKR may receive volume discounts and rebates, some of which may be passed on to clients in the form of savings or price improvements, depending on where it routes your order, including its own alternative trading system, IBKR ATS.

About Interactive Brokers

Headquartered in Greenwich, Connecticut, Interactive Brokers (NASDAQ: IBKR) was founded in 1977 by Thomas Peterffy, who is respected as "an early innovator in computer-assisted trading." Interactive Brokers is most widely recognized for its extensive international reach, servicing over 135 market destinations worldwide. The firm places over 2.7 million trades per day and services over 1.5 million client accounts with over $370 billion in customer equity (click here for an auto-download PDF with details).

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2022 Review Methodology

Our mission at StockBrokers.com is simple: provide thorough and unbiased reviews of online brokers, based on an extraordinary level of hands-on testing and data collection. Our ratings and awards are based on this data and our experts’ deep authority in the field; brokers cannot pay for preferential treatment. Here’s more about trustworthiness at StockBrokers.com.

For the StockBrokers.com 12th Annual Review published in January 2022, a total of 3,075 data points were collected over three months and used to score 15 top brokers. This makes StockBrokers.com home to the largest independent database on the web covering the online broker industry.

As part of our annual review process, all brokers had the opportunity to provide updates and key milestones and complete an in-depth data profile, which we hand-checked for accuracy. Brokers also were offered the opportunity to provide executive time for an annual update meeting.

Our rigorous data validation process yields an error rate of less than .001% each year, providing site visitors quality data they can trust. Learn more about how we test.

Interactive Brokers fees and features data

The data collection efforts at StockBrokers.com are unmatched in the industry. The following tables show a deeper dive into the offerings available at this broker. You can also compare its offerings side-by-side with those of other brokers using our Comparison Tool.

In addition to meticulous annual data collection by our in-house analyst, every broker that participates in our review is afforded the opportunity to complete an in-depth data profile. We then audit each data point to ensure its accuracy.

Trading fees

Feature Interactive Brokers logoInteractive Brokers
Minimum Deposit $0.00
Stock Trades $0.00
Mutual Fund Trade Fee $14.95
Options (Base Fee) $0.00
Options (Per Contract) $0.65
Futures (Per Contract) $0.85
Broker Assisted Trade Fee $30

Account fees

Feature Interactive Brokers logoInteractive Brokers
IRA Annual Fee $0.00
IRA Closure Fee $0.00
Account Transfer Out (Partial) $0.00
Account Transfer Out (Full) $0.00
Options Exercise Fee $0.00
Options Assignment Fee $0.00

Margin rates

Feature Interactive Brokers logoInteractive Brokers
Margin Rate Under $24,999.99 4.58%
Margin Rate $25,000.00 to $49,999.99 4.58%
Margin Rate $50,000.00 to $99,999.99 4.58%
Margin Rate $100,000.00 to $249,999.99 4.08%
Margin Rate $250,000.00 to $499,999.99 4.08%
Margin Rate $500,000.00 to $999,999.99 4.08%
Margin Rate Above $1,000,000.00 3.83%

Investment options

Feature Interactive Brokers logoInteractive Brokers
Stock Trading Yes
Margin Trading Yes
Fractional Shares Yes
OTCBB / Pink Sheets Yes
Options Trading Yes
Complex Options Max Legs 6
Futures Trading Yes
Forex Trading No
Crypto Trading Yes
Crypto Trading - Total Coins 4
Mutual Funds (No Load) 10882
Mutual Funds (Total) 11160
Bonds (US Treasury) Yes
Bonds (Corporate) Yes
Bonds (Municipal) Yes
Advisor Services No
International Countries (Stocks) 33
View More

Order types

Feature Interactive Brokers logoInteractive Brokers
Order Type - Market Yes
Order Type - Limit Yes
Order Type - After Hours Yes
Order Type - Stop Yes
Order Type - Trailing Stop Yes
Order Type - OCO Yes
Order Type - OTO Yes
Order Type - Broker Assisted Yes

Beginners

Feature Interactive Brokers logoInteractive Brokers
Education (Stocks) Yes
Education (ETFs) Yes
Education (Options) Yes
Education (Mutual Funds) No
Education (Bonds) Yes
Education (Retirement) Yes
Retirement Calculator No
Investor Dictionary Yes
Paper Trading Yes
Videos Yes
Webinars Yes
Webinars (Archived) Yes
Progress Tracking Yes
Interactive Learning - Quizzes Yes
View More

Stock trading apps

Feature Interactive Brokers logoInteractive Brokers
iPhone App Yes
Android App Yes
Apple Watch App Yes
Trading - Stocks Yes
Trading - After-Hours Yes
Trading - Simple Options Yes
Trading - Complex Options Yes
Order Ticket RT Quotes Yes
Order Ticket SRT Quotes Yes

Stock app features

Feature Interactive Brokers logoInteractive Brokers
Market Movers (Top Gainers) Yes
Stream Live TV Yes
Videos on Demand Yes
Stock Alerts Yes
Option Chains Viewable Yes
Watch List (Real-time) Yes
Watch List (Streaming) Yes
Watch Lists - Create & Manage Yes
Watch Lists - Column Customization Yes
Watch Lists - Total Fields 640

Stock app charting

Feature Interactive Brokers logoInteractive Brokers
Charting - After-Hours Yes
Charting - Can Turn Horizontally Yes
Charting - Multiple Time Frames Yes
Charting - Technical Studies 97
Charting - Study Customizations Yes
Charting - Stock Comparisons No

Trading platforms overview

Feature Interactive Brokers logoInteractive Brokers
Active Trading Platform Trader Workstation (TWS)
Desktop Trading Platform Yes
Desktop Platform (Mac) Yes
Web Trading Platform Yes
Paper Trading Yes
Trade Journal Yes
Watch Lists - Total Fields 640

Trading platform stock chart features

Feature Interactive Brokers logoInteractive Brokers
Charting - Adjust Trades on Chart Yes
Charting - Indicators / Studies 121
Charting - Drawing Tools 85
Charting - Notes Yes
Charting - Index Overlays Yes
Charting - Historical Trades Yes
Charting - Corporate Events Yes
Charting - Custom Date Range Yes
Charting - Custom Time Bars Yes
Charting - Automated Analysis Yes
Charting - Save Profiles Yes
Trade Ideas - Technical Analysis Yes
Charting - Study Customizations 5
Charting - Custom Studies No
View More

Day trading features

Feature Interactive Brokers logoInteractive Brokers
Streaming Time & Sales Yes
Streaming TV Yes
Direct Market Routing - Stocks Yes
Ladder Trading Yes
Trade Hot Keys Yes
Level 2 Quotes - Stocks Yes
Trade Ideas - Backtesting Yes
Trade Ideas - Backtesting Adv Yes
Short Locator Yes
Order Liquidity Rebates Yes

Investment research overview

Feature Interactive Brokers logoInteractive Brokers
Research - Stocks Yes
Research - ETFs Yes
Research - Mutual Funds Yes
Research - Pink Sheets / OTCBB Yes
Research - Bonds Yes
Screener - Stocks Yes
Screener - ETFs Yes
Screener - Mutual Funds Yes
Screener - Bonds Yes
Misc - Portfolio Allocation Yes

Stock research features

Feature Interactive Brokers logoInteractive Brokers
Stock Research - PDF Reports 7
Stock Research - Earnings Yes
Stock Research - Insiders Yes
Stock Research - Social Yes
Stock Research - News Yes
Stock Research - ESG Yes
Stock Research - SEC Filings Yes

ETF research features

Feature Interactive Brokers logoInteractive Brokers
ETFs - Strategy Overview Yes
ETF Fund Facts - Inception Date Yes
ETF Fund Facts - Expense Ratio Yes
ETF Fund Facts - Net Assets Yes
ETF Fund Facts - Total Holdings Yes
ETFs - Top 10 Holdings Yes
ETFs - Sector Exposure Yes
ETFs - Risk Analysis Yes
ETFs - Ratings Yes
ETFs - Morningstar StyleMap Yes
ETFs - PDF Reports Yes
View More

Mutual fund research features

Feature Interactive Brokers logoInteractive Brokers
Mutual Funds - Strategy Overview Yes
Mutual Funds - Performance Chart Yes
Mutual Funds - Performance Analysis Yes
Mutual Funds - Prospectus Yes
Mutual Funds - 3rd Party Ratings Yes
Mutual Funds - Fees Breakdown Yes
Mutual Funds - Top 10 Holdings Yes
Mutual Funds - Asset Allocation Yes
Mutual Funds - Sector Allocation Yes
Mutual Funds - Country Allocation Yes
Mutual Funds - StyleMap Yes
View More

Options trading overview

Feature Interactive Brokers logoInteractive Brokers
Option Chains - Basic View Yes
Option Chains - Strategy View Yes
Option Chains - Streaming Yes
Option Chains - Total Columns 44
Option Chains - Greeks 12
Option Chains - Quick Analysis Yes
Option Analysis - P&L Charts Yes
Option Probability Analysis Yes
Option Probability Analysis Adv Yes
Option Positions - Greeks Yes
Option Positions - Greeks Streaming Yes
Option Positions - Adv Analysis Yes
Option Positions - Rolling Yes
Option Positions - Grouping Yes
View More

Banking features

Feature Interactive Brokers logoInteractive Brokers
Bank (Member FDIC) No
Checking Accounts No
Savings Accounts No
Credit Cards No
Debit Cards Yes
Mortgage Loans No

Customer service options

Feature Interactive Brokers logoInteractive Brokers
Phone Support (Prospect Customers) Yes
Phone Support (Current Customers) Yes
Email Support Yes
Live Chat (Prospect Customers) No
Live Chat (Current Customers) Yes
24/7 Support No

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About the Author

Blain Reinkensmeyer
Blain Reinkensmeyer

Blain Reinkensmeyer has 20 years of trading experience with over 2,500 trades placed during that time. He heads research for all U.S.-based brokerages on StockBrokers.com and is respected by executives as the leading expert covering the online broker industry. Blain’s insights have been featured in the New York Times, Wall Street Journal, Forbes, and the Chicago Tribune, among other media outlets.


Chris McKhann
Chris McKhann

Chris McKhann has been in the industry for more than 20 years. He has worked for many of the top names in the online trading space, including TD Ameritrade and optionMONSTER, which later became part of E*TRADE. His work has been cited in the Wall Street Journal, Reuters, the Financial Times, Forbes, CNBC, Nasdaq.com and Nikkei. He has also been an advisor and outside trader for several hedge funds. He was one of the first traders to delve into the VIX tradable products and to write about them (back in 2006). Chris is also an educator who teaches high school statistics, finance and computer science.


Carolyn Kimball
Carolyn Kimball

Carolyn Kimball is managing editor for Reink Media and the lead editor for the StockBrokers.com Annual Review. Carolyn has more than 20 years of writing and editing experience at major media outlets including NerdWallet, the Los Angeles Times and the San Jose Mercury News. She specializes in coverage of personal financial products and services, wielding her editing skills to clarify complex (some might say befuddling) topics to help consumers make informed decisions about their money.


Steven Hatzakis
Steven Hatzakis

Steven Hatzakis is the Global Director of Research for ForexBrokers.com. Steven previously served as an Editor for Finance Magnates, where he authored over 1,000 published articles about the online finance industry. Steven is an active fintech and crypto industry researcher and advises blockchain companies at the board level. Over the past 20 years, Steven has held numerous positions within the international forex markets, from writing to consulting to serving as a registered commodity futures representative.


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