Statements and Reports Release Notes for February 2012

Week Ending February 10, 2012

The enhancements and modifications below are available as of February 10, 2012.

Model Portfolio Statements

Financial Advisors and their clients can now view Model Portfolio Statements from within Account Management.

Models provide an efficient method for advisors to manage multiple trading strategies for their clients without requiring them to open multiple accounts. Client investments are allocated amongst instruments in the Model based on the Model's allocation ratios as defined by the advisor.

For more information about Models in TWS, see Model Portfolios in the TWS Users' Guide.

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