Mosaic Anchor Window
Instructions
The Anchor Window is the control center of the workspace.
1 - Click New Window to open tools. When the layout is unlocked, click to add tools to your Mosaic Layout.
2 - Click IBot to use an automated response and send orders, use charts, see account details, and much more.
3 - Click FYI to see new notifications and configure FYIs. A red badge will populate telling you how many new notifications are waiting.
4 - Click Advisor Setup to manage groups, and configure multi-client account structures
5 - Click the Aa button to quickly adjust the font size across the entire interface.
6 - Click Contact Us to submit a question to our client services team.
7 - Click the Pad Lock icon to unlock the workspace and make changes like adding, removing, and rearranging the mosaic panels.
8 - Click Data to check on any market data connections
Additional Information
The Mosaic workspace is a grouped selection of tiles and tools that, by default, function as a unit within the layout.
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Windows within the workspace cannot be inadvertently closed or repositioned. You must unlock the workspace (#7) to make changes.
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When the workspace is re-sized all included windows will re-size and scale appropriately within the layout.
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Use the font size adjustor to make the font larger or smaller within the entire workspace.
Maximize windows inside the workspace by double-clicking the titlebar, with no need to unlock the interface first. For example, you may want a better look at your chart. Double-click to see a large version, then double-click again to put the chart back into its spot.
The Mosaic has two editing modes: Locked and Unlocked
By default, the Mosaic workspace is in "locked" mode when you launch the tool. When the workspace is locked, it acts as a single, grouped unit. You cannot add, remove, re-size or move any component windows, but you can re-size the entire workspace, and each component within will be scaled accordingly. Note that you can, however, modify windows grouping assignments. We lock the workspace by default to avoid potential issues of inadvertently deleting and moving individual components.
If you want to rearrange the windows, add or remove windows, or re-size individual component windows, click the Lock icon to unlock the workspace.
Layout Locked
When the Mosaic layout is locked, the workspace is outlined in black and the lock label indicates the status. Keep the layout locked until you need to add, remove or resize individual windows.
You may unlock the layout for editing by taking the steps outlined below.
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Click the "lock" icon in the top right corner located to the left of the search field.
Layout Unlocked
When the Mosaic layout is unlocked, the workspace is outlined in green and the lock icon appears to be open to indicate the status. When unlocked, windows within the workspace frame act as separate, ungrouped windows, and you are able to remove them, re-size them, and add new windows to the layout frame.
Be sure to always lock the workspace when you have finished editing to avoid unwanted changes or deletions to the Mosaic. You will not be allowed to exit the application if the workspace is unlocked.
You may lock the layout by taking the steps outlined below.
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Click the "lock" icon in the top right corner located to the left of the search field.
Additional Resources
Learn About Getting Started with Trader Workstation at IBKR Campus