How do I allocate an order to multiple accounts in TWS?

If you manage multiple accounts, have multiple linked accounts, or use account partitions, you will be prompted to select one or more accounts when you submit orders in TWS:

Classic TWS - In the upper part of the quote monitor you see a Select Account drop-down menu that allows you to select the default account where the orders you create on the page are allocated to. Then, click the Ask or Bid in a market data line to create an order line directly below the selected ticker. Click the Ask to create a Buy order. Click the Bid to create a Sell order. On the Order line, modify the order parameters including Account, if needed. To transmit your order, click "Transmit" (or "T" if you have reduced the size of the Transmit field)…

Classic TWS

• In the order row click in the Destination field and select "IBALGO" from the drop down menu. In the line created below the order row, click in the field for "(Select algorithm from the list)"…

Yes, although not with the full order allocation functionality provided directly through the TWS. While Ninja Trader can be used to submit orders for a client sub-account through the Advisor master account, it does not allow for a single order to be allocated to more than one sub-account. This is in contrast to the TWS user interface which provides for multi-client trade allocations from a single order (through the Account Group or Allocation Profile options)…

To allocate shares/contracts using a pre-defined Allocation Group from the Advisor Portal:

1. Use the Allocation field drop down list to select an Account Group, a single account or All* accounts.
2. For the selected Account Group, modify the per-order allocation method if necessary. User-specified methods aren't editable on a per-order basis…

You can create Profiles that allocate specific percentages or shares of each order into individual accounts.

When logged into the Advisor Master account in Mosaic you can create a new Allocation Profile before entering an order. Go to the Mosaic Order Entry window click in the Allocation field and in the drop down click on “Setup”. This takes you to the Global Configuration window…