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Hi Def, Let's say I have 3 SMAs, and place and order for 20 Oil contracts in master account, and get filled. Can I do the following allocation? Account 1 - 3 contracts Account 2 - 16 contracts Account 3 - 1 contracts Thanks, redduke
Sorry about the late reply as I forgot to get back to you. Create an allocation profile in TWS so you can control manually how positions are allocated across multiple accounts using one order. https://www.interactivebrokers.com.hk/en/index.php?f=786 https://www.interactivebrokers.com.hk/en/software/tws/usersguidebook/financialadvisors/create_a_share_allocation_profile.htm#XREF_67178_Create_a_Share When you close the position, you can either use the same profile, or use an automatic allocation group using percentage change with percentage set to -100 (which will sell all as explained under this link). https://www.interactivebrokers.com.hk/en/software/tws/usersguidebook/financialadvisors/create_an_account_group_for_share_allocation.htm#XREF_38943_Create_an_Account hope this helps.
Hi Def, Thanks a reply. All docs talk about shares for exact allocation, along with screen shots. Does it apply to futures as well? Thanks
It should. I don't have an advisor account so can't test to confirm but the easiest thing to do would be to use your paper account to test it out.