Reallocate Client Funds Among Models

Instructions

Use the "Reallocate" feature from the sub account window to quickly redistribute invested funds among Models.

To Reallocate Funds Among Models

  1. From the Portfolio tab, select the client whose investments you want to reallocate.

  2. Select Reallocate in the top right corner of the Portfolio window.

    Display selector and reallocate icon in TWS.

  3. Modify the Target % or Target Amount as desired for the existing models.

    Invest in Multiple Models in TWS.

  4. Click Create Reallocation Orders.

  5. The Orders will queue up at the bottom of your screen in which you may select Transmit All.

    Creating investment orders in classic TWS.

 

Additional Resources

Learn About Model Portfolios in Trader Workstation at IBKR Campus

Visit the Trader Workstation Website