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do I place an order in Client Portal?","\u003Cp>Use the full-screen Order Ticket to create an order:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Click the \u003Cstrong>Trade\u003C\u002Fstrong> menu followed by \u003Cstrong>Order Ticket\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Select a product type (for example: \u003Cstrong>Stocks\u003C\u002Fstrong>, \u003Cstrong>Options\u003C\u002Fstrong>, \u003Cstrong>Futures\u003C\u002Fstrong>, etc.)…\u003C\u002Fli>\u003C\u002Fol>",{"request_context":1205,"type":1216,"id":1212,"faq_id":1212,"timestamp":1208,"cir_id":1207},"FAQ_QUESTION",{"id":1218,"title":1219,"short_description":1220,"feedback_context":1221},"faq:\u002F\u002FpageId=43908875","How can I view my margin requirements in Client Portal?","\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_MARGIN_REPORTS\">VIEW MARGIN REPORTS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>You can see your real-time as well as the end-of-day margin requirements in Client Portal…\u003C\u002Fp>",{"request_context":1205,"type":1216,"id":1218,"faq_id":1218,"timestamp":1208,"cir_id":1207},{"id":1223,"title":1224,"short_description":1225,"feedback_context":1226},"faq:\u002F\u002FpageId=102543637","How do I trade outside regular trading hours in Client Portal?","\u003Col start=\"1\">\u003Cli>Click the \u003Cstrong>Trade\u003C\u002Fstrong> menu followed by entering the symbol\u003C\u002Fli>\u003Cli>Set up the order details\u003C\u002Fli>\u003Cli>Use the \u003Cstrong>Outside RTH\u003C\u002Fstrong> toggle (to the right of the Time-In-Force field) to enable…\u003C\u002Fli>\u003C\u002Fol>",{"request_context":1205,"type":1216,"id":1223,"faq_id":1223,"timestamp":1208,"cir_id":1207},{"id":1228,"title":1229,"short_description":1230,"feedback_context":1231},"faq:\u002F\u002FpageId=115041917","How do I close a currency balance in Client Portal?","\u003Cp>To close out any non-base currency balances in Client Portal:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Click on \u003Cstrong>Portfolio\u003C\u002Fstrong> in the top menu and select \u003Cstrong>Positions.\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click \u003Cstrong>Convert All to base\u003C\u002Fstrong> (where \u003Cstrong>base\u003C\u002Fstrong> will be your actual base currency, for example \u003Cstrong>USD\u003C\u002Fstrong>)…\u003C\u002Fli>\u003C\u002Fol>",{"request_context":1205,"type":1216,"id":1228,"faq_id":1228,"timestamp":1208,"cir_id":1207},{"id":1233,"title":1234,"short_description":1235,"feedback_context":1236},"faq:\u002F\u002FpageId=100295588","How can you see the currency of a product in Client Portal?","\u003Cp>To see the currency of a product in Client Portal:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Create an Order Ticket for a product by clicking the \u003Cstrong>Trade\u003C\u002Fstrong> menu followed by a product type (for example: \u003Cstrong>Stocks\u003C\u002Fstrong>, \u003Cstrong>Options\u003C\u002Fstrong>, \u003Cstrong>Futures\u003C\u002Fstrong>, etc.).\u003C\u002Fli>\u003Cli>In the \u003Cstrong>Quantity\u003C\u002Fstrong> box you will see the currency the product is denominated in…\u003C\u002Fli>\u003C\u002Fol>",{"request_context":1205,"type":1216,"id":1233,"faq_id":1233,"timestamp":1208,"cir_id":1207},{"id":1238,"title":1239,"short_description":1240,"feedback_context":1241},"faq:\u002F\u002FpageId=35805361","How do I trade FX in Client Portal?","\u003Cp>IBKR offers clients the ability to convert currency, either to establish a cash position or trade foreign products.\u003C\u002Fp>\u003Cp>To place a currency trade in Client Portal:…\u003C\u002Fp>",{"request_context":1205,"type":1216,"id":1238,"faq_id":1238,"timestamp":1208,"cir_id":1207},{"id":1243,"title":1244,"short_description":1245,"feedback_context":1246},"faq:\u002F\u002FpageId=56698676","How do I close a position in Client Portal?","\u003Cp>To close a position in Client Portal:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Click on \u003Cstrong>Portfolio\u003C\u002Fstrong> in the top menu and select \u003Cstrong>Positions.\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click on a symbol to open the position window…\u003C\u002Fli>\u003C\u002Fol>",{"request_context":1205,"type":1216,"id":1243,"faq_id":1243,"timestamp":1208,"cir_id":1207},{"id":1248,"title":1249,"short_description":1250,"feedback_context":1251},"faq:\u002F\u002FpageId=77848730","How do I find a trading symbol in Client Portal?","\u003Cp>You can search for product symbols in the \u003Cstrong>Symbol Look Up (magnifier icon) box\u003C\u002Fstrong> in the top right of the Client Portal screen…\u003C\u002Fp>",{"request_context":1205,"type":1216,"id":1248,"faq_id":1248,"timestamp":1208,"cir_id":1207},{"id":1253,"title":1254,"short_description":1255,"feedback_context":1256},"faq:\u002F\u002FpageId=83244192","What does \"Presubmitted\" mean in the Client Portal Order Ticket?","\u003Cp>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\u002FMosaic, the same order status would be described as “Held and Monitored”…\u003C\u002Fp>",{"request_context":1205,"type":1216,"id":1253,"faq_id":1253,"timestamp":1208,"cir_id":1207},{"id":1258,"title":1259,"short_description":1260,"feedback_context":1261},"faq:\u002F\u002FpageId=54823127","Where are my account balances when I open Client Portal on my phone?","\u003Cp>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…\u003C\u002Fp>",{"request_context":1205,"type":1216,"id":1258,"faq_id":1258,"timestamp":1208,"cir_id":1207},{"id":1263,"title":1264,"short_description":1265,"feedback_context":1266},"faq:\u002F\u002FpageId=38453132","What can I see on the Orders & Trades screen of Client Portal?","\u003Cp>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:…\u003C\u002Fp>",{"request_context":1205,"type":1216,"id":1263,"faq_id":1263,"timestamp":1208,"cir_id":1207},{"id":1268,"title":1269,"short_description":1270,"feedback_context":1271},"faq:\u002F\u002FpageId=115045191","How do I direct route an order in Client Portal?","\u003Cp>The default Destination for a stock order in Client Portal is SMART and cannot be changed in the Order Ticket. \u003C\u002Fp>\u003Cp>However, you can change the Destination\u002Frouting preference using iBot Commands:…\u003C\u002Fp>",{"request_context":1205,"type":1216,"id":1268,"faq_id":1268,"timestamp":1208,"cir_id":1207},{"id":1273,"title":1274,"short_description":1275,"feedback_context":1276},"faq:\u002F\u002FpageId=58433717","How do I trade options in Client Portal?","\u003Cp>To view option chains on the selected instrument and quickly create an order:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Click on the underlying contract from a \u003Cstrong>Watchlist\u003C\u002Fstrong> to open the \u003Cstrong>Quote Details\u003C\u002Fstrong> page.\u003C\u002Fli>\u003Cli>Click the \u003Cstrong>Option Chains\u003C\u002Fstrong> icon in the top-right corner to load the Option Chains page…\u003C\u002Fli>\u003C\u002Fol>",{"request_context":1205,"type":1216,"id":1273,"faq_id":1273,"timestamp":1208,"cir_id":1207},{"id":1278,"title":1279,"short_description":1280,"feedback_context":1281},"faq:\u002F\u002FpageId=35807652","How do I place a stop loss order in Client Portal?","\u003Cp>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…\u003C\u002Fp>",{"request_context":1205,"type":1216,"id":1278,"faq_id":1278,"timestamp":1208,"cir_id":1207},{"id":1283,"title":1284,"short_description":1285,"feedback_context":1286},"faq:\u002F\u002FpageId=35807647","How do I place a profit taker order in Client Portal?","\u003Cp>Client Portal allows one to \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F35805443\">enter basic order\u003C\u002Fa> types and you can create an exit strategy using the Profit Taker and attached Stop-Loss orders from the \u003Cstrong>Attach Orders\u003C\u002Fstrong> 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…\u003C\u002Fp>",{"request_context":1205,"type":1216,"id":1283,"faq_id":1283,"timestamp":1208,"cir_id":1207}]