With Account Partitions, you allocate cash and/or positions from your current IBKR account into a newly created "partition" which is then managed by the professional Advisor or Broker of your choice. While this partition is traded by a professional, as the primary account holder you can log into your TWS account at any time to monitor the performance of the partition, see all of its positions, check account activity, and review margin and available balances - just as you currently do with your account. Additionally, all activity in the partition is labeled and reflected in your monthly statements, and you retain the ability to trade the non-partitioned segment of your account.
Additional Information
- Creating an account partition in our Users' Guide.
- How do I open a partition account?