What product types can I include in my Portfolio Model?

These models are managed by your Advisor and can only be created by Advisors in Trader Workstation. You can view your model portfolios in Client Portal. From the Portfolio tab select Portfolio Model.

1. Use the Enter Symbol or Company Name field to add instruments to your model…

Both Limit and Market orders are supported in Portfolio Models. …

Yes. If you have created Portfolio Models, the Positions section of your Portfolio will display your non-model positions in an "Independent" section, and will include expandable sections of positions for each model you have created. …

A model portfolio can invest across multiple asset classes including stocks, options and bonds. Futures, forex and mutual funds are currently not supported.

More information on Model Portfolios…