> This page is for TWS API.

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://ibkrcampus.com/docs/llms.txt.

# Allocation Setup (For Financial Advisors)

In TWS Global Configuration – Advisor Setup – Presets, you can need to choose Allocation Preference in order to avoid wrong allocation result.

![TWS Global Configuration window displaying Presets for Advisors.](/docs/_fern-img/79e5470ba87a50f7aece3c2f7b5b36319dc907356345d313f96dae80bc399bd1.webp)