IBKR provides a feature which allows account holders to check what impact, if any, an order will have upon the projected Exposure Fee. The feature is intended to be used prior to submitting an order to provide advance notice as to the fee and allow for changes to be made to the order prior to submission in order to minimize or eliminate the fee.
- In the Mosaic Order Entry panel (or any trading tool), click the Advanced icon and then select Check Margin (or Margin/Performance for option orders). In the Order Preview window, click on Check Exposure Fee Impact
- From an order line in Classic TWS, use the right-click menu and select Check Margin Impact. In the Order Preview window, click on Check Exposure Fee Impact.
This feature is only available for accounts that have been charged an exposure fee in the last 30 days. In addition, the Estimated Next Exposure Fee is a projection based upon readily available information. As the fee calculation is based upon information (e.g., prices and implied volatility factors) available only after the close, the actual fee may differ from that of the projection.
Find more information on checking exposure fee impact in the TWS order preview window in the IBKR Knowledge Base.