Our Advisor course is designed to walk you through IBKR’s integrated advisor solutions, either as an existing advisor client at Interactive Brokers or whether you are considering becoming a client.
Adding Contacts to the Advisor Portal
Invite Prospects to Open an Account
Market Data for Advisors
Rebalance Portfolio for Advisors
Navigating the TWS Advisor Setup Window
Order Entry for Advisors
TWS Allocation Order Tool
The Trader Workstation Allocation Order Tool allows an advisor to quickly and accurately allocate a single trade in stocks, options, futures, or future options into their clients’ accounts. Advisors can narrow down the list of eligible accounts by using a variety of filters and choose the allocation method prior to submitting the trade.
Configuring Client Account Templates
Configuring Fee Templates
Adding Users and Access Rights
Reporting for Advisors
Customizing the TWS Layout
Signing up for a Paper Trading Account
TWS Model Portfolios
How to Rebalance and Divest a Model
Reallocate for Advisors
Enable Client Activation Notifications
TWS Tax Harvester for Advisors
The Allocation Order Tool Tax Harvesting feature helps Financial Advisors to preview potential losses on stocks for their clients. Advisors can choose to search for short term, long term , or either loss and create orders to harvest those losses. The tool allows Advisors to pre-allocate the trade lots for multiple accounts at once.