Am I eligible to use Custom Indexing?

Custom Indexing is available to Advisors only, and requires Fractional Share Trading to be enabled. Create a Custom Index portfolio model from the Advisor Setup tab.

Enable Fractional Trading in Client Portal. Use the link below to get there or log in manually and follow the directions. 

ENABLE FRACTIONAL SHARES

Eligible clients can enable fractional share trading in Client Portal. Use the button above or follow the below procedure to enable trading permissions:

  1. Log into Client Portal
  2. Click the User menu (head and shoulders icon in the top right corner) then select by Settings>Client Settings>Trade in Fractions
  3. Subscribe by checking the box in the upper right corner of the Trade in Fractions box
  4. Review and sign the Terms and Conditions, then click Continue

Please Note

  • TWS Version 979 or higher is required to trade fractional shares. 
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