IBKR GlobalTrader vs GBM Wealth

Invest in Global Markets with IBKR Mobile IBKR Mobile brings the investing capabilities of Interactive Brokers to your phone. Invest in stocks, ETFs, options, futures, currencies, bonds, mutual funds and more across 170+ markets worldwide from one integrated platform. Whether you're building long-term wealth, generating income, actively trading the markets or managing a diversified portfolio, IBKR Mobile combines global market access, institutional-grade trading technology and comprehensive research in one mobile app. Access Global Opportunities Invest across North America, Europe, Asia-Pacific and other global markets from one integrated platform. Trade: • Stocks • ETFs • Options • Futures • Currencies • Bonds • Mutual Funds • Prediction Markets (where available) • Overnight Trading (where available) Fund, hold and trade in multiple currencies while managing your investments from a unified platform. Research with Professional Insights Evaluate investment opportunities using comprehensive research and market intelligence. Access: • Company fundamentals • Market news • Analyst research • Economic calendars • Earnings announcements • Market movers • Option analytics • Performance metrics • Portfolio reporting • AI-powered investing tools (where available) Trade with Institutional-Grade Technology Whether you're an active trader or long-term investor, IBKR Mobile provides the tools to analyze markets, execute trades and manage risk. Features include: • Real-time market data • Advanced charting • Technical indicators • Custom watchlists • Price alerts • Market scanners • Advanced order types • Multi-leg options trading* • Portfolio analytics • Risk management tools • Paper Trading account *Options involve risk. Multiple leg strategies, including spreads, will incur multiple commission charges. For more info see ibkr.com/occ Manage Your Portfolio Anywhere Monitor your investments and stay connected wherever you are. • Account balances • Positions • Portfolio performance • Cash management • Asset allocation • Trade history • Watchlists • Tax documents • Secure authentication Why Investors Choose Interactive Brokers • Invest in 170+ markets worldwide • Trade stocks, ETFs, options, futures, currencies and bonds from one integrated platform • Institutional-grade trading technology and comprehensive research • Competitive margin rates* and commissions • Powerful portfolio and risk management tools • Fractional share investing • Advanced order management • Multi-currency investing • Secure mobile investing experience *Margin borrowing is only for experienced investors with high risk tolerance. You may lose more than your initial investment. Security Protect your account with biometric login, two-factor authentication, advanced encryption and multiple layers of account security designed to help safeguard your investments and personal information. DISCLOSURES INVESTING IN FINANCIAL PRODUCTS INVOLVES RISK TO YOUR CAPITAL. YOUR INVESTMENTS MAY INCREASE OR DECREASE IN VALUE, AND LOSSES IN DERIVATIVES OR WHEN TRADING ON MARGIN MAY EXCEED THE VALUE OF YOUR ORIGINAL INVESTMENT. IBKR's services are offered through the following companies, depending on your location: ∙ Interactive Brokers LLC ∙ Interactive Brokers Canada Inc. ∙ Interactive Brokers Ireland Limited ∙ Interactive Brokers Central Europe Zrt. ∙ Interactive Brokers Australia Pty. Ltd. ∙ Interactive Brokers Hong Kong Limited ∙ Interactive Brokers India Pvt. Ltd. ∙ Interactive Brokers Securities Japan Inc. ∙ Interactive Brokers Singapore Pte. Ltd. ∙ Interactive Brokers (U.K.) Ltd. Each of these IBKR companies is regulated as an investment broker in its local jurisdiction. Each company's regulatory status is discussed on its website. Interactive Brokers LLC is a SIPC member. *Lowest Cost Broker according to StockBrokers.com Online Broker Survey 2022.

For GBM Wealth Management clients, an efficient and detailed tool to access and manage investment accounts. This mobile application allows clients to securely view their total wealth, making it easy to consolidate in a snapshot all the total portfolio on an aggregated basis or by individual account.