Allocate block trades to multiple client
accounts with a single click.
Automatically calculate ratios and allocate shares to pre-defined group of accounts. Supported allocation methods include:
Find out more about Account Groups and Methods in the TWS Users' Guide
Manage allocations more efficiently and easily allocate orders to:
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.
Find out more about the Allocation Order Tool
Advisors can choose to redistribute percentages of positions in their sub portfolio(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.
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, clients must read the relevant risk disclosure statements on our Warnings and Disclosures page.
For a list of IBG memberships worldwide, see our exchange listings.