The Wealth Gen Investor platform is owned and operated by Vertical Capital Markets, trading as VFS Group, an AFSL licensee (AFSL 418418). More information can be found at www.vfsgroup.com.au.

The Wealth Gen Investor platform is a white label of the Interactive Brokers global trading platform. All technology, including execution, settlements, currency conversions, and banking deposits and withdrawals, is performed by Interactive Brokers.

Wealth Gen Investor acts as an intermediary between self-directed investors and Interactive Brokers technology. We provide superior customer service, including assistance with onboarding and platform usage, to cater to all your trading needs.

Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities and foreign exchange around the clock on over 150 markets in 27 currencies, from a single integrated platform, to clients from over 200 countries and territories. Interactive Brokers service individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Interactive Brokers has four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. They strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments. For the sixth consecutive year, Barron’s ranked Interactive Brokers #1 with 5 out of 5 stars in its June 9, 2023, Best Online Brokers Review.

Australian deposits are made to a HSBC Trust account in the name of Interactive Brokers Australia.

All assets are held in Custody. For USA stock in most cases Interactive Brokers LLC acts as the custodian of the that stock.

On a consolidated basis, IBG LLC has $14.7 billion in equity capital, over $10.4 billion in excess of regulatory requirements.

IBG LLC’s owners are our public company, Interactive Brokers Group, Inc. (25.4%) and the firm’s employees and their affiliates (74.6%). Unlike at most other firms, where management owns a relatively small share, we participate substantially in the downside just as much as in the upside. Because of this vested interest, we run our business conservatively.

IBG LLC reported $3.069 billion of pretax profit for 2023.

IBG LLC has no long-term debt.

Interactive Brokers LLC is rated “A- Outlook Stable” by Standard & Poor’s. View S&P Rating Report.

Interactive Brokers LLC’s financial statements, which reflect the mark to market profit/loss on all securities positions, are submitted monthly to its regulators in its FOCUS report. View latest report.