How can I set my account to automatically exercise options for dividends?

In the case of U.S. securities options, the OCC will automatically exercise any option that is in-the-money by at least $0.01 unless you provide contrary exercise instructions. For non-U.S. options, please refer to the…

In the case of U.S. securities options, the OCC will automatically exercise any option that is in-the-money by at least $0.01 unless you provide contrary exercise instructions. For non-U.S. options, please refer to the…

IBKR offers a feature that will notify you if your account holds call options where the underlying stock is scheduled to trade ex-dividend within the next two trading days. You can define your FYI settings by clicking the "FYI" button in TWS Mosaic. Click on "FYI Subscription Settings" to turn notifications on or off and select "FYI Delivery Options" to specify where to send notifications. You can also have the system automatically exercise call options early if this action is projected to be economically beneficial to your account. Regardless of whether or not you elect this action, the "always on" Dividends notification will notify you in cases where early exercise may be beneficial…

There is currently no feature available that will automatically enter an early option exercise for you when an American Style option's underlying trades at a specific price. However, accounts that hold dividend-paying positions that may be affected by early exercise will receive a notification via email or IB FYI notification, and in the…