Skip to main content
Autobound logo
Interactive Brokers10-Q: Compliance burden

IBKR's real-time margining system is a potential failure point for its $86.5B in margin loans.

Read at SEC EDGAR

What happened

With $86.5 billion in customer margin loans, the company acknowledges its real-time liquidation system may fail in illiquid markets, exposing it to significant, unquantifiable credit risk. This highlights a critical need for advanced risk modeling, stress testing, and compliance monitoring solutions to prevent large potential losses.

Source

SEC EDGARMay 7, 2026

Quarterly report (Form 10-Q)

Interactive Brokers 10-Q

Filing excerpt

As of March 31, 2026, we had $86.5 billion in margin loans extended to our customers.

sec.gov/Archives/edgar/data/1381197/000138119726000093/ibkr-20260331.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Compliance burden

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 7, 2026

More from Interactive Brokers

Company page →

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$86.5B (Margin loans extended to customers as of March 31, 2026.)

Details

CIK
1381197
Accession number
0001381197-26-000093
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
GRC tools needed
Signal category
Risk

Topics and mentions

Technologies

  • real-time margining system

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
complianceBurden

Use this data

Get every 10-Q signal for Interactive Brokers and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Interactive Brokers this week?”

    MCP setup guide

  2. Send it to your own tools

    The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.

    Signal API

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Start Free1,000 free creditsUse it in Claude via MCP
Show the full JSONThe record on this page and the API request

GET /v1/signals/51517fb9-fcbb-45b7-8203-9899773cc67c returns this record as JSON. POST /v1/companies/enrich returns every signal for interactivebrokers.com.

{
  "signal_id": "51517fb9-fcbb-45b7-8203-9899773cc67c",
  "signal_type": "sec-10q",
  "signal_subtype": "complianceBurden",
  "detected_at": "2026-05-12T09:24:58.071+00:00",
  "company": {
    "name": "Interactive Brokers",
    "domain": "interactivebrokers.com"
  },
  "data": {
    "detail": "With $86.5 billion in customer margin loans, the company acknowledges its real-time liquidation system may fail in illiquid markets, exposing it to significant, unquantifiable credit risk. This highlights a critical need for advanced risk modeling, stress testing, and compliance monitoring solutions to prevent large potential losses.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "Margin loans extended to customers as of March 31, 2026.",
      "dollar_millions": 86500
    },
    "summary": "IBKR's real-time margining system is a potential failure point for its $86.5B in margin loans.",
    "excerpts": "As of March 31, 2026, we had $86.5 billion in margin loans extended to our customers.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000093/ibkr-20260331.htm",
    "filing_date": "2026-05-07",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "GRC tools needed",
    "signal_category": "risk",
    "technologies_mentioned": [
      "real-time margining system"
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.