Define Allocation Groups and Methods
IB offers advisors a number of ways to allocate trades across multiple accounts based on a single order entry. By using our Account Groups, you can allocate to your accounts by allowing IB to calculate the distribution based on: a specified percent change of an existing position, the amount of available equity with loan value per account, the net liquidation value per account, or as an equal split between all accounts in a group.
Additionally, using our Profiles, you can manually define how a trade will allocate orders among a group of accounts, by number or percent of shares.
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