How do I create an Allocation Profile 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)"…

When creating a spread in Strategy Builder, you will see the Order Entry line at the bottom of the window. The system will default to a DAY order. Click on the drop down menu that says "DAY" and select "GTC" from the list. You can now transmit your order as a Good Til Cancel order…

To create or edit an Iceberg order in Mosaic first click on "Advanced" in the Order Entry window. Click in the "Iceberg --" field and enter a value (amounts for stock orders should be in 100 share round lot increments) into the field provided. Click Enter on your keyboard to submit the value. This value will serve as the size increment of the amount displayed for your order…