Learn the essentials.
What is an investment? What is an ETF? Start with plain explanations of the words and ideas you’ll encounter.
YOUR MONEY. YOUR RULES.
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.
Free guide · No sign-up · No investment experience needed
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.
Understand first.
Move forward when you’re ready.
What is an investment? What is an ETF? Start with plain explanations of the words and ideas you’ll encounter.
Explore how gains, losses, exchange rates and costs can affect an investment. Use hypothetical examples before making real decisions.
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.
ONE PLATFORM. YOUR LEVEL OF SUPPORT.
Open an account when you’re ready to choose your own investments. Use our guides for opening, funding and using the platform.
Brokerage and product charges apply.
Ask about a concept you don’t understand. Explore risks and hypothetical examples in plain language.
Education. No personalized investment recommendations.
Personalized advice and portfolio management, built around an agreed mandate.
For portfolios of at least USD 100,000.
Explore managementSessions 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
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.
What would you like to understand?Choose your language, a preferred time and a learning topic.
We check the fit.Confirm the educational scope and availability.
Then arrange your session.Agree on the topic, total price and time before paying.
ONGOING PORTFOLIO MANAGEMENT
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.
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.
WHEN YOU’RE READY FOR AN ACCOUNT
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.
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.
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
From the basics to using your account.
Free guides in English and Spanish.
Try a shorter phrase, or browse all guides.
A FEW THINGS TO KNOW
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.
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.
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.
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.
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.
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.
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.
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.
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.
Secure online application · Account approval required