Allocation Order Tool

IBKR 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
  • Modify group rebalance orders and see post-trade values before submitting the order
  • Use the Tax Harvesting feature to help manage capital gains taxes
Allocation Close Up

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 Allocation Order Tool also includes IBKR's Tax Loss Harvesting, which helps advisors optimize any tax benefits from capital losses and distribute the losses across affected accounts.

Allocation Close Up
Allocation Order Tool Allocation Order Tool

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Disclosures

The projections or other information generated by Tax Loss Harvesting regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.

The information provided here is not intended to serve as tax advice and should not be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local, or other tax statutes or regulations. It is also important to acknowledge that this information cannot be relied upon to resolve any tax issues.

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, see our exchange listings.