Open the Rebalance window in Classic TWS by clicking on Trading Tools menu icon and click on Rebalance Portfolio in the drop down. In Mosaic click on the blue New Window button then at the bottom click on More Advanced Tools then select Rebalance Portfolio.
An Advisor can create an order to allow TWS to Rebalance positions in all accounts, a single account or user defined group of accounts. The Rebalance Tool will create orders for the amount the Advisor enters into the “Target %” column.
Additional Information
- The Rebalance for Advisors tool in our Users' Guide.