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Post Trade Allocations

The Post Trade Allocations page lets you allocate some or all of your US stock, options and US corporate bond trades to defined clearing brokers. Make allocations any time during the trading day, from seconds after execution up until 6:00 PM ET. Note that you must first define settlement instructions (located on the Funding > Instructions page) before you can allocate any trades post-trade.

To activate the Post Trade Allocation feature, you must first have IB Execution services enabled. Contact us at for more information.

Use post-trade allocations to: