Orders & Trades

Instructions

 

You can see a list of recent orders and their status as well as executed trades on the Orders & Trades screen in Portal. You can also modify or cancel orders that have not yet filled. To do so, take the following steps.

Modify or Cancel Orders
  1. Click the Trade tab followed by Orders & Trades.
    • Alternatively, click Menu in the top left corner > Trade > Orders and Trades.
  2. Under the Orders section, hover your curser over your pending order.
  3. Select the blue dotted icon on the right side of the order.

    Image of the orders & trade menu in Portal.

  4. Select Cancel or Modify.

    Image of the modify an order menu in Portal.

  5. You can modify the order parameters in the Order Ticket panel that appears on the right side of the page.

  6. You can cancel the order by selecting Cancel followed by Accept.

View Executed Orders
  1. Click the Trade tab followed by Orders & Trades.
    • Alternatively, click Menu in the top left corner > Trade > Orders and Trades.
  2. Under the Trade section, you will see a list of executed trades.
  3. View detail such as quantity, status, price, and amount.

 

Additional Resources

Learn About Trading in the Portal at IBKR Campus

Visit the IBKR Advisor Portal Website