How do I direct route an order in Client Portal?

The default Destination for a stock order in Client Portal is SMART and cannot be changed in the Order Ticket. 

However, you can change the Destination/routing preference using iBot Commands:

  1. Start by clicking on the iBot icon in the bottom-right corner.
  2. In the Ask IBot text field, enter a command into iBot to create your order (for example, "Create a Buy Limit order for XYZ"). 
  3. Once the Order Ticket populates you can once again use iBot Commands to make the change by using a command such as "Make Destination NYSE" or "Change Destination to Arca".
  4. This will create a Direct-routed stock order to the specified exchange.
  5. Please note, once you accept and submit your stock order from the iBot screen you will not be able to edit the Destination at a later time. Always be sure to review your order carefully before submitting.

Please Note

  • Direct routed orders may be subject to a higher commission than Smart routed orders and may vary based upon product type and method of order entry. See the IBKR website for details.


Additional Information

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