Can I create a Conditional order in Client Portal?

US based advisors can create additional accounts of different types for US based clients either from an existing client account or from an unapproved application. This process reuses the information on an existing application and applies it to the new application. Advisors will only be required to provide the additional information needed to complete the new application. Each account created will generate a separate…

You can create a Conditional order in Classic TWS layout. First set up the order you wish to have triggered and then attach a Condition to it:

1. Enter a symbol into your Quote Monitor/Watchlist
2. Click the Ask to create a Buy order or the…

The Add button will be grayed out if the order has already been submitted as you can't add a condition to an outstanding order. The condition will need to be added prior to submitting the order.

Additional Information…

New features and order types are being added to IBKR Mobile with each new release. At this time, however, you cannot attach an FX Hedge order to an order created in IBKR Mobile.

As a workaround, if you have a Margin account you can check the Market Value section of your Account window post trade to see if the trade created a currency loan. If so, youcan then create a new FX Conversion order to close the negative currency balance resulting from the trade. …