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.