Allocation Order Tool
IBKR Allocation
Order Tool
Streamlined Trade Allocation for Advisors
The IBKR Advantage
- Quickly enter trade allocations across some or all client accounts from a single screen
- Increase or decrease positions by specific percentages
- Set per-account allocations by cash balance or buying power
- Scan client accounts invested in a particular security and filter by position size, market value, percent of P&L, cash balance or buying power
- Allocate the total quantity or cash quantity for each client, either equally or proportionally by position, cash balance or buying power
- Create and save multiple allocation profiles
- Modify orders and allocations on the fly
- Use Tax Harvesting feature to help manage capital gains taxes
Interactive Brokers’ Trader Workstation (TWS) offers an integrated Allocation Order Tool that streamlines the creation, execution and allocation of group orders for all or selected clients. Advisors can group client accounts and develop bulk orders in minutes, using strategies that quickly capitalize on time-limited market opportunities.
The tool also includes tax harvesting functionality that helps advisors optimize any tax benefits from capital losses and distribute the losses across affected accounts.
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