Use the full-screen Order Ticket to create an order:

1. Click the Trade menu followed by Order Ticket
2. Select a product type (for example: Stocks, Options, Futures, etc.)…

VIEW MARGIN REPORTS

You can see your real-time as well as the end-of-day margin requirements in Client Portal…

1. Click the Trade menu followed by entering the symbol
2. Set up the order details
3. Use the Outside RTH toggle (to the right of the Time-In-Force field) to enable…

To close out any non-base currency balances in Client Portal:

1. Click on Portfolio in the top menu and select Positions.
2. Click Convert All to base (where base will be your actual base currency, for example USD)…

To see the currency of a product in Client Portal:

1. Create an Order Ticket for a product by clicking the Trade menu followed by a product type (for example: Stocks, Options, Futures, etc.).
2. In the Quantity box you will see the currency the product is denominated in…

IBKR offers clients the ability to convert currency, either to establish a cash position or trade foreign products.

To place a currency trade in Client Portal:…

To close a position in Client Portal:

1. Click on Portfolio in the top menu and select Positions.
2. Click on a symbol to open the position window…

You can search for product symbols in the Symbol Look Up (magnifier icon) box in the top right of the Client Portal screen…

The "Presubmitted" status in the Client Portal Order Ticket means your order is in the IBKR system but being held and monitored by IBKR. One possibility is a market or stop order that will be active during the next Regular Trading Hours session for that contract. You may also see a "Presubmitted" status for a Stop type order that is being held on IBKR’s servers until the stop is triggered. In Classic TWS/Mosaic, the same order status would be described as “Held and Monitored”…

If you open Client Portal on your mobile device, you can see your Account Window by selecting "Home" followed by “Top Portfolio Positions”. Tap on the ‘arrow’ icon in the upper right corner to display additional information related to the section. On the top of that screen you will see a row with your account’s Net Liquidation Value, Daily P&L, Unrealized P&L, etc. Scroll to the right and the tap on the plus (“+“) sign. The screen with your account balances will open and will display your Available Funds, Current Excess Liquidity, SMA, Overnight Available Funds, Day Trades Left, etc…

You can see a list of recent orders and their status as well as executed trades on the Orders & Trades screen in Client Portal. You can also modify or cancel orders that have not been filled yet. There are several ways to get to the Orders & Trades screen from within Client Portal:…

The default Destination for a stock order in Client Portal is SMART and cannot be changed in the Order Ticket. 

However, you can change the Destination/routing preference using iBot Commands:…

To view option chains on the selected instrument and quickly create an order:

1. Click on the underlying contract from a Watchlist to open the Quote Details page.
2. Click the Option Chains icon in the top-right corner to load the Option Chains page…

You can trade these order types in Client Portal: Limit, MidPrice, Market, Stop, Stop Limit, Trailing Stop, Trailing Stop Limit, Market on Close and Limit on Close. Additionally you can create an exit strategy using the Profit Taker and attached Stop-Loss orders from the…

Client Portal allows one to enter basic order types and you can create an exit strategy using the Profit Taker and attached Stop-Loss orders from the Attach Orders section of the order ticket just below the Time in Force when you have Shares selected for quantity. . You can also create a profit taker order for an open position by submitting for example a limit order…