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Saturday, October 3, 2026The Morning Brief →Sign in
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Interactive Brokers

In PWD coverage since August 24, 2026 · 4 stories
PWD coverage
advisor_note

A zero-fee custody pitch turns due diligence upside down

Interactive Brokers has put a zero on the fee page; advisors now have to underwrite response times and export clauses before moving a dollar.
move · Sep 9IBKR pitches RIAs with a fee page and a promise
practice · Sep 8Senators to FINRA: make transfer locks a rule
practice · Aug 24Senators press FINRA to require account transfer locks
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