Check Margin Pre-Order

Instructions

See the potential margin impact for an order using the Check Margin feature.

To Preview Margin Impact

You can get to the Preview Margin page several ways:

  • From Mosaic, navigate to the Order Entry panel or any trading tool, click the Advanced icon and then select Check Margin (in the case of option orders, the button is labeled Performance/Margin.)

    The order entry panel advanced drop-down menu in TWS.

  • From an order line in Classic TWS, use the right-click menu and select Check Margin Impact.

    The check margin impact menu in TWS.

  • View the order details before you transmit, including commissions, margin impact and the order description.

    The view order details before you transmit in TWS.

  • Click Transmit to send the order from the Preview window, or Close to modify before sending.

 

Additional Resources

Learn About Monitoring Margin in Trader Workstation at IBKR Campus

Visit the Trader Workstation Website