How do I select an account in the Option Rollover tool?

IBKR provides a Market Scanner tool on the TWS which allows you search the list of available CDs and filter the list by select criteria. To open the tool select the Mkt Scanner option located on the TWS top menu bar or select the Analytical Tools…

To see the numeric values of Last, Change, Position and P&L within a TWS chart:

1. Expand the View menu of your chart
2. Select Quote Zone…

To open the Option Strategy Lab:

• From within Mosaic, use the New Window drop-down and select Option Analysis and then Option Strategy Lab.
• From within Classic TWS, use the Trading Tools menu and select Option Strategy Lab…

With in the Advisor Broker Portal the advisor can select the Order and Allocate Tool along with having the option to select the display currency. These buttons can be found by logging into the Advisor Portal…