Account Groups offer traders a way to automatically calculate ratios and allocate shares to pre-defined group of accounts.
IBKR supports many different allocation methods for an Account Group:Find out more about Account Groups and Methods in the TWS Users' Guide.
Manage allocations more efficiently with our one-stop Allocation Order tool. This tool combines some of our best allocation elements into a single interface,
making it easy to allocate orders to:Find out more about the Allocation Order Tool in the TWS Users' Guide.
Advisors can choose to redistribute percentages of positions in their subportfolio(s) by using the TWS Rebalance feature. Rebalance ALL accounts, a single subaccount, or a user-defined Account Group, which includes a subset of accounts. TWS opens and closes positions to rebalance selected accounts' portfolios based on the new percentages you enter. You can add financial instruments and create orders just as you would from the main trading screen.
Account Aliases assigned to client accounts let you easily identify the accounts by meaningful names rather than account numbers.
Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.
Know Your Advisor: View the CIRO AdvisorReport