Allocation Presets

Instructions

Advisors now have the ability to trade in the Portal using Allocation Groups. You may set the Allocation Presets by taking the steps outlined below.

  1. Click the Trade tab followed by Allocation Presets.

    • Alternatively, click Menu in the top left corner > Trade > Allocation Presets.

    Image of the allocation presets panel in portal.

  2. Select the Edit button in the top right corner to enter the allocation presets.

    Image of the allocation presets edit button in portal.

  3. Enter the new Allocation Parameters and press Save.

    Image of the configure allocation presets in portal.

 

Additional Resources

Learn About Allocation Presets at IBKR Campus

Learn About Trading in the Portal at IBKR Campus

Visit the IBKR Advisor Portal Website