Trade

Instructions

Use the Order Ticket option under Trade in Advisor Portal to trade stocks, options, futures, future options, mutual funds, warrants, CFD's, bonds, commodities, forex, and crypto. Clients can also view orders & trades, convert currency and close positions as long as they have trade enabled. You may navigate to this page by taking the steps outlined below.

1. Click Menu in the top left corner > Trade > Order Ticket

   

Order Ticket

Orders & Trades

Tax Optimizer (View Tax Lots)

• The Tax Optimizer Window

• Change the Default Match Method for the Current or Prior Day

• Manually Match Specific Lots

• Specific Lot Example

Crypto Plus

Option Chains

Exercise/Lapse Options

Allocation Presets

Allocation Groups

Convert Currency

Close Positions

Post Trade Allocations

IBKR ForecastTrader

Try New Desktop App!

 

Additional Resources

Learn About Trading in the Portal at IBKR Campus

Visit the IBKR Advisor Portal Website