Account & Security
You keep control of the account.
Capital is never pooled into a firm-owned vehicle. It is custodied at Interactive Brokers in an account registered to you, verifiable at any hour.
Roles
Three parties. Three defined responsibilities.
Account Owner
You
- Own the account
- Control deposits & withdrawals
- View positions in real time
- Retain full access at any time
Custodian
Interactive Brokers
- Holds the assets
- Executes transactions
- Provides account statements
- Regulated brokerage infrastructure
Investment Manager
Logos Insight
- Manages the approved strategy
- Adjusts portfolio exposure
- Monitors risk signals daily
- Provides reporting & communication
Defined mandate
A written investment mandate defines the strategy, reviewed with every client.
Your account. Our system. Full visibility.
Permissions
Who can do what.
Deposit and withdraw funds
- You
- You
- Interactive Brokers
- —
- Logos Insight
- —
View positions and transactions
- You
- You
- Interactive Brokers
- You
- Logos Insight
- Reports
Custody of assets
- You
- —
- Interactive Brokers
- Interactive Brokers
- Logos Insight
- —
Trade execution
- You
- —
- Interactive Brokers
- Interactive Brokers
- Logos Insight
- Logos Insight
Investment decisions
- You
- —
- Interactive Brokers
- —
- Logos Insight
- Logos Insight
Withdraw or transfer client funds
- You
- You only
- Interactive Brokers
- —
- Logos Insight
- Not permitted
Change account beneficiaries
- You
- You
- Interactive Brokers
- —
- Logos Insight
- —
Close the account
- You
- You
- Interactive Brokers
- —
- Logos Insight
- —
Interactive Brokers is a globally recognized brokerage regulated in multiple jurisdictions. Custody is governed by its own agreements and applicable regulation, not by Logos Insight.
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