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Level: Beginner

We have divided this course in two to address both trading and CRM. This course deals with an introduction to Trader Workstation (TWS) for Advisors where you will learn how to navigate TWS, monitor your clients’ and your firm’s aggregate positions. We show you how to trade for an individual client and for several (or all) clients at a time. And we introduce the Order Allocation Tool, which really gets to the heart of order management. You will learn to build Model Portfolios, how to allocate clients’ money to a Model as well as how to rebalance a portfolio. We also show you how to navigate the Tax Harvester Tool enabling you to run your individual client’s portfolio efficiently.

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Advisors need to be able to see client positions quickly and cleanly within the trading interface. This lesson explains where to view key data.

Learn how to use the TWS Rebalance Portfolio tool for the entire portfolio, not just models. See how to access it and set weights to rebalance the portfolio.

The Advisor Setup window hosts several key configuration settings for Advisors, enabling them to logically divide clients into groups, create Model Portfolios and administer default allocation settings.

This lesson will explain how to simply use the Allocation tools within the Order Entry panel to easily buy or sell on behalf of one or more clients at a stroke.

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.

Build and invest Model Portfolios to help you streamline the investing process. In this lesson we walk through the creation of Model Portfolios as well as how to invest in them.

Demonstrate and explain how to add/remove stocks from Models. Adding an Option to a model. Divesting a Model and adding a client to a model.

Reallocating funds from one model to another and allocating more funds to another model.

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.

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