Invest Client Funds in a Model
Instructions
When you invest new client funds into an existing, populated Model and if you have Static allocations selected, the new capital is invested using the Model's existing allocation ratios.
Find out more about Static vs Dynamic fund allocations.
The Model named "Model" below has the following investment allocation structure. If another client invests 50,000 in the "Model" Model, the investment is allocated to achieve the same percentages.
Additional Resources
Learn About Model Portfolios in Trader Workstation at IBKR Campus