Invest a Client in a Custom Index

Instructions

To do so, please take the steps outlined below.

  1. From the Rebalance window, select Invest in Custom Index

    • This button is also available from the Manage Custom Indexes window of Advisor Setup.

    The Invest in Custom Index window in classic TWS.

  2. Scroll to select the account you want to invest in the custom index model.

    The Invest in Custom Index select account drop-down in classic TWS.

  3. Once you have selected the account, the Investment Amount field becomes editable. Enter the value you would like to invest in the index model. Notice that the Investment Percentage and Final market value of the investment is updated. If you have already invested in the model, the Final value will add your new investment amount to the current amount.

  4. Once entered, the red Create Reallocation Orders button is enabled. Click to create orders to invest in the index.

    The invest in custom index create reallocation orders in classic TWS.

  5. You can return to your Custom Index model at any time using the Return to ModelName button .

  6. Transmit orders to complete the Custom Index model investment for a specific client.

 

Additional Resources

Learn About Investing in a Custom Index in Trader Workstation at IBKR Campus

Visit the Trader Workstation Website