YOUR MONEY. YOUR RULES.

A clearer placeto start investing.

You know you want to invest. You don’t have to know everything yet. Understand the basics, explore the risks and find your next step, with an account when you’re ready and professional help if you choose.

Investing involves risk, including loss of capital. Learning first can help you understand the decisions ahead.

Open your account

Free guide · No sign-up · No investment experience needed

30-second tour
Free guides. No pressure to open an account or pay for help.
START WITH UNDERSTANDINGIV / 01
You don’t need all the answers.
Start with the right questions.
01 — 03
BROKERAGE & CUSTODY

Your money and investments are held in your account at the applicable IBKR entity. Investor Ventures provides the branded experience and optional advice.

NEW TO INVESTING? START HERE.

One step at a time.

Understand first.
Move forward when you’re ready.

01

Learn the essentials.

What is an investment? What is an ETF? Start with plain explanations of the words and ideas you’ll encounter.

02

Understand what can change.

Explore how gains, losses, exchange rates and costs can affect an investment. Use hypothetical examples before making real decisions.

03

Choose your next step.

Keep learning, prepare your account or explore optional help. An account gives you access; it does not choose investments for you.

Need help getting started? Use our guides and platform support resources.

UNDERSTAND BEFORE YOU INVEST

A little “what if”
goes a long way.

What happens when an investment grows and exchange rates move? Try a positive example, then explore a downturn.

No sign-up. No account connection. Just clarity.

ONE PLATFORM. YOUR LEVEL OF SUPPORT.

Start where you are.
Choose the support you need.

01 / DIY

Ready to do it yourself?

Open an account when you’re ready to choose your own investments. Use our guides for opening, funding and using the platform.

$0 IV advisory fee

Brokerage and product charges apply.

02 / EDUCATION

Investment Clarity Session

Ask about a concept you don’t understand. Explore risks and hypothetical examples in plain language.

$200 USD / 60 min

Education. No personalized investment recommendations.

03 / ONGOING

A professional in your corner.

Personalized advice and portfolio management, built around an agreed mandate.

1% per year

For portfolios of at least USD 100,000.

Explore management

Sessions are educational; we confirm topic and service availability before payment. Personalized advice and management require a separate eligibility review and agreement. Applicable taxes are additional.

INVESTMENT CLARITY SESSION · $200 / 60 MIN

Understand more.
Decide for yourself.

No question is too basic. Explore investment concepts and risks in a live, interactive video session. No recording or replay is included. Personalized recommendations are a separate service.

01

What would you like to understand?Choose your language, a preferred time and a learning topic.

02

We check the fit.Confirm the educational scope and availability.

03

Then arrange your session.Agree on the topic, total price and time before paying.

ONGOING PORTFOLIO MANAGEMENT

Prefer to delegate?

For a continuing relationship, Investor Ventures provides personalized advice and portfolio management under a separate mandate.

Tell us your goals first. We review service eligibility before arranging a meeting.

1%per year

For portfolios of at least USD 100,000
or the equivalent in another currency.

On agreed assets. Separate agreement and eligibility required. IBKR charges and applicable taxes are additional.

Already an advisory client?

WHEN YOU’RE READY FOR AN ACCOUNT

Access for your
next chapter.

U.S. & global stocks
ETFs
Currency conversion
Explore additional products

You do not need to use complex products to open an account. Learn how each product works and what you could lose before considering it.

Options
Crypto
Prediction markets

Stocks and ETFs also carry investment risk. More complex products require additional understanding and approved permissions. Availability depends on your country and IBKR entity; crypto and prediction markets are not available everywhere.

Fund in your currency. View your portfolio in USD.

Use supported funding currencies and methods available to your account. USD is the base currency for portfolio reporting.

A LITTLE CLARITY GOES A LONG WAY

Your questions.
Clear starting points.

From the basics to using your account.
Free guides in English and Spanish.

LEARN THROUGH EXAMPLES

What could a portfolio look like?

Explore the building blocks, understand the risks and take a free guide with you.

Explore portfolio examples

A FEW THINGS TO KNOW

Good questions.
Clear answers.

I’ve never invested. Where should I start?

Start with our free basics guide and hypothetical scenarios. You can learn without opening an account or booking a session. Opening an account does not automatically invest your money or tell you what to buy.

Will a Clarity Session tell me what to invest in?

No. The $200 session explains concepts, risks and hypothetical examples. It does not select investments, review your portfolio or create a personal strategy. Personalized advice and management are separate services, subject to availability, eligibility and an agreement.

Who holds my money and investments?

Your brokerage account is held with the applicable Interactive Brokers entity, which provides brokerage and custody services. Investor Ventures provides its own services separately. The responsible IBKR entity and applicable protections are set out in your account documents; protections vary by jurisdiction and do not cover market losses.

Can I open an account from my country?

Availability depends on both IBKR’s acceptance criteria and Investor Ventures’ ability to serve your jurisdiction. The linked application uses an individual cash-account template with USD as its base currency. Selecting permissions does not guarantee approval or access in every country.

Can I fund in my currency if my portfolio is shown in USD?

Yes, where your account supports that currency and funding method. This account uses USD as its base currency for portfolio valuation and statements. Cash and investments may be held in other currencies. USD reporting does not itself convert your money: currency conversion is a separate process and charges may apply. Follow the funding instructions for the currency you select.

Is self-directed investing completely free?

The DIY offer has no Investor Ventures advisory fee, subscription or added trading markup. IBKR’s applicable commissions and other charges remain payable. Products may also have their own expenses. Review the pricing schedule for your actual account.

Do I need USD 100,000 to get started?

No. The USD 100,000 threshold applies only to ongoing portfolio management. Investment Clarity Sessions have no portfolio minimum. Brokerage account and product requirements may still apply.

Will I have to add portfolio management later?

No. You can remain self-directed. Paid advice and management require your explicit choice, service eligibility and a separate agreement. Reaching the portfolio threshold does not automatically enroll you or start a fee.

What kind of help do DIY clients receive?

DIY clients use educational guides and platform support for opening, funding and using their account. Optional Investment Clarity Sessions teach concepts and explore hypothetical examples. Personalized recommendations and portfolio reviews require a separate advisory service and agreement.

YOUR NEXT STEP. AT YOUR PACE.

Ready to open your account?

Open your account

Secure online application · Account approval required

Your money. Your rules.Your account. Your decisions.
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INVESTOR VENTURES