Exercise/Lapse Options

Instructions

The Exercise/Lapse Options tool lets you exercise options prior to their expiration date. Follow the steps outlined below.

  1. Click the Trade tab followed by Exercise/Lapse Options.
    • Alternatively, click Menu in the top left corner > Trade > Exercise/Lapse Options.
  2. A list of long options positions will populate.
  3. Each position will show an OTM or ITM tag
    • OTM: Out-of-the-money
    • ITM: In-the-money
  4. To exercise an option, select the position from the list.
  5. Input the number of contracts to exercise.
  6. If the option is OTM, select Allow Exercise.
  7. Select Submit.

 

Additional Resources

Learn About Trading in the Portal at IBKR Campus

Visit the IBKR Advisor Portal Website