Interactive Brokers’ Trader Workstation (TWS) offers an integrated Allocation Order Tool that streamlines the creation, execution and allocation of group orders for all or selected clients. Advisors can group client accounts and develop bulk orders in minutes, using strategies that quickly capitalize on time-limited market opportunities.
The tool also includes tax harvesting functionality that helps advisors optimize any tax benefits from capital losses and distribute the losses across affected accounts.
Learn more about our advisor solutions.
Learn More