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Charts",{"request_context":23,"type":24,"id":1189,"faq_id":1189,"timestamp":690,"cir_id":26},{"request_context":23,"type":24,"id":1091,"faq_id":1091,"timestamp":990,"cir_id":26},{"request_context":23,"type":24,"id":983,"faq_id":983,"timestamp":990,"cir_id":26},{"request_context":23,"type":295,"id":627,"faq_id":627,"timestamp":546,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1197,"server_version":1198,"session_id":1199,"id":1200,"question":1201,"answer":1202,"navigation":1203,"short_description":1218,"yt_id":1219,"similars":1220,"feedback_context":1258,"slug":1260},"FAQ_BROWSER_CONTENT","JFaqHTTP5;-8906411","170cdbd1-708c-47e6-a8ea-7bcca8ed6b6a","27271532","How can I monitor my account values and margin requirements in TWS?","\u003Cp>\u003Cstrong>You can monitor your margin values in real time using your TWS Account Window by looking at the Margin Requirements and Available for Trading sections:\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>In \u003Cstrong>Mosaic\u003C\u002Fstrong>, click the Account menu option followed by Account Window\u003C\u002Fli>\u003Cli>In \u003Cstrong>Classic TWS\u003C\u002Fstrong>, click on the Account icon (looks like a stack of coins) at the top of your TWS. You can also click the Account menu option and select Account Window.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Please note: Advisors and other multi-client account holders will see a drop-down menu on the Account and Summary tabs to select either an individual account or an account group.\u003C\u002Fp>\u003Cp>\u003Cstrong>You can also see how the account's real time margin requirements would change when previewing an opening or a closing order with the Check Margin Impact feature:\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>In the \u003Cstrong>Mosaic\u003C\u002Fstrong> Order Entry panel (or any trading tool), click the Advanced icon and then select Check Margin (or Margin\u002FPerformance for option orders)\u003C\u002Fli>\u003Cli>From an order line in \u003Cstrong>Classic TWS\u003C\u002Fstrong>, use the right-click menu and select Check Margin Impact.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\n\u003C\u002Fp>\u003Chr\u002F>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Ftraderworkstation\u002Fview-margin-requirements-for-position.htm?Highlight=margin%20requirements\">Margin requirements\u003C\u002Fa> available in our User Guides\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Ftws\u002Fusersguidebook\u002Frealtimeactivitymonitoring\u002Fcheckmargin.htm\">How to preview margin requirements\u003C\u002Fa> available in our User Guides\u003C\u002Fli>\u003C\u002Ful>",[1204,1210,1212,1214,1216],{"id":627,"title":628,"feedback_context":1205},{"request_context":1206,"type":1207,"id":627,"faq_id":627,"timestamp":1208,"cir_id":1209},"faq-browser-public,faq-browser-1:JFaqHTTP5-a0cfb88c-0e2a-4da7-87e9-99eb00fff7fc","FAQ_NAVIGATION",1794542898554,"03cffa33-0864-4ee8-bea1-007cc4c463aa",{"id":983,"title":984,"feedback_context":1211},{"request_context":1206,"type":1207,"id":983,"faq_id":983,"timestamp":1208,"cir_id":1209},{"id":1091,"title":1092,"feedback_context":1213},{"request_context":1206,"type":1207,"id":1091,"faq_id":1091,"timestamp":1208,"cir_id":1209},{"id":1099,"title":1100,"feedback_context":1215},{"request_context":1206,"type":1207,"id":1099,"faq_id":1099,"timestamp":1208,"cir_id":1209},{"id":1103,"title":1104,"feedback_context":1217},{"request_context":1206,"type":1207,"id":1103,"faq_id":1103,"timestamp":1208,"cir_id":1209},"\u003Cp>\u003Cstrong>You can monitor your margin values in real time using your TWS Account Window by looking at the Margin Requirements and Available for Trading sections:\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>In \u003Cstrong>Mosaic\u003C\u002Fstrong>, click the Account menu option followed by Account Window\u003C\u002Fli>\u003Cli>In \u003Cstrong>Classic TWS\u003C\u002Fstrong>…\u003C\u002Fli>\u003C\u002Ful>","vOUBwOdAdnU",[1221,1234,1242,1250],{"id":1222,"title":1223,"feedback_context":1224,"short_description":1227,"source":1228,"slug":1233},"28217131","How can I determine the impact of converting my margin type from Reg. T to Portfolio Margin?",{"request_context":1206,"type":1225,"id":1222,"faq_id":1222,"timestamp":1226,"cir_id":1209},"FAQ_SIMILAR",1794542898577,"\u003Cp>To determine the margin requirement for your account after a switch from Reg. T to Portfolio Margin in TWS:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Open the Account Window from \u003Cstrong>TWS\u003C\u002Fstrong> (select the \u003Cstrong>Account\u003C\u002Fstrong> and then \u003Cstrong>Account Window\u003C\u002Fstrong> menu options from the top-level menu bar).\u003C\u002Fli>\u003Cli>Click on the \"…\u003C\u002Fli>\u003C\u002Fol>",{"id":1229,"title":1230,"link":1231,"sourceType":1232},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=28217131","FAQ","determine-impact-converting-margin-type-28217131",{"id":1235,"title":1236,"feedback_context":1237,"short_description":1238,"source":1239,"slug":1241},"38452537","Where can I find the Rebalance tool for my Advisor account?",{"request_context":1206,"type":1225,"id":1235,"faq_id":1235,"timestamp":1226,"cir_id":1209},"\u003Cp>Open the Rebalance window in Classic TWS by clicking on Trading Tools menu icon and click on Rebalance Portfolio in the drop down. In Mosaic click on the blue New Window button then at the bottom click on More Advanced Tools then select Rebalance Portfolio…\u003C\u002Fp>",{"id":1229,"title":1230,"link":1240,"sourceType":1232},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=38452537","find-rebalance-tool-advisor-account-38452537",{"id":1243,"title":1244,"feedback_context":1245,"short_description":1246,"source":1247,"slug":1249},"699747070","How can I monitor my margin values in real-time?",{"request_context":1206,"type":1225,"id":1243,"faq_id":1243,"timestamp":1226,"cir_id":1209},"\u003Cp>You can monitor your margin values in real-time using several methods provided by Interactive Brokers (IBKR):\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Trader Workstation (TWS)\u002FMosaic Account Window:\n\u003Col start=\"1\" style=\"list-style:lower-alpha\">\u003Cli>Access the Account Window in TWS or Mosaic…\u003C\u002Fli>\u003C\u002Fol>\u003C\u002Fli>\u003C\u002Fol>",{"id":1229,"title":1230,"link":1248,"sourceType":1232},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=699747070","monitor-margin-values-real-time-699747070",{"id":1251,"title":1252,"feedback_context":1253,"short_description":1254,"source":1255,"slug":1257},"50642256","How can I open the Integrated Stock Window in TWS?",{"request_context":1206,"type":1225,"id":1251,"faq_id":1251,"timestamp":1226,"cir_id":1209},"\u003Cp>You can open the Integrated Stock Window (ISW) in TWS Mosaic layout from the New Window button on top-left selecting Integrated Stock Window.\u003C\u002Fp>\u003Cp>If you are in Classic TWS layout click on Trading Tools menu and select Integrated Stock Window…\u003C\u002Fp>",{"id":1229,"title":1230,"link":1256,"sourceType":1232},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=50642256","open-integrated-stock-window-tws-50642256",{"request_context":1206,"type":1259,"id":1200,"faq_id":1200,"timestamp":1208,"cir_id":1209},"FAQ_CONTENT","monitor-account-values-margin-requirements-27271532"]