Can I update the Allocation Profile in the Order Confirmation window before clicking Submit?

Yes, although not with the full order allocation functionality provided directly through the TWS. While Ninja Trader can be used to submit orders for a client sub-account through the Advisor master account, it does not allow for a single order to be allocated to more than one sub-account. This is in contrast to the TWS user interface which provides for multi-client trade allocations from a single order (through the Account Group or Allocation Profile options)…

To find out the margin requirements for specific stocks at Interactive Brokers (IBKR), you have several options:

1. Use the "Check Margin" or "Preview Order" feature:
   • Before submitting an order, use the "Check Margin" or "Preview Order" function…

On the Order Ticket under the Allocation Values section, the advisor can select and deselect the accounts that the orders will be created for. When you deselect an account from the allocation values section then you will want to click "Re-Calculate Order Quantities" for the values to be updated…

You can create Profiles that allocate specific percentages or shares of each order into individual accounts.

When logged into the Advisor Master account in Mosaic you can create a new Allocation Profile before entering an order. Go to the Mosaic Order Entry window click in the Allocation field and in the drop down click on “Setup”. This takes you to the Global Configuration window…