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 Trade in the top left corner and select Allocation Presets.

   

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

   

3. Enter the new Allocation Parameters and press Save.

   

 

Additional Resources

• Learn About Allocation Presets at IBKR Campus

• Learn About Trading in the Portal at IBKR Campus

• Visit the IBKR Advisor Portal Website