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. You can also view orders & trades, convert currency, and close positions as long as they have Trade enabled. Navigate to this page as outlined below.

1. Click Trade in the top left corner and select 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

Tax Loss Harvesting

Convert Currency

Close Positions

Post Trade Allocations

IBKR Prediction Markets

Try New Desktop App!

 

Additional Resources

• Learn About Trading in the Portal at IBKR Campus

• Visit the IBKR Advisor Portal Website