Account Groups offer traders a way to create a group of accounts and apply a single allocation method to all accounts in the group.IBKR supports four different allocation methods for an Account Group:
Allocation Profiles let you allocate shares on an account-by-account basis using a predefined calculation value.You can assign any of these calculation values to an Allocation Profile:
Advisors can choose to redistribute percentages of positions in their subportfolio(s) by using the TWS Rebalance feature. Rebalance ALL accounts, a single subaccount, or a user-defined Account Group, which includes a subset of accounts. TWS opens and closes positions to rebalance selected accounts' portfolios based on the new percentages you enter. You can add financial instruments and create orders just as you would from the main trading screen.
Account Aliases assigned to client accounts let you easily identify the accounts by meaningful names rather than account numbers.