How are partial fills allocated to Advisor sub-accounts?

An options contract is an agreement between two parties to facilitate a potential transaction on an underlying security at a preset price, referred to as the strike price, prior to or on the expiration date.

IMPORTANT: Product trading eligibility is partially dependent on your Financial Profile, which consists of the following criteria: Income and Worth (USD), Source of Wealth, Investment Experience and…

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How are executions allocated when an order receives a partial fill because an insufficient quantity is available to complete the allocation of shares/contracts to sub-accounts?…

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)…

Allocation Profiles are allocation directions that predetermine the accounts to be traded and to what degree.

Account Groups only define the accounts to be traded. The method of allocating shares to the grouped accounts must be defined prior to submitting the order…

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