For more information read the Characteristics and Risks of Standardized Options, also known as the options disclosure document (ODD). Options involve risk and are not suitable for all investors. The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed Income can be substantial. Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations. ![]() Supporting documentation for any claims and statistical information will be provided upon request. Interactive Brokers ®, IB SM, ®, Interactive Analytics ®, IB Options Analytics SM, IB SmartRouting SM, PortfolioAnalyst ®, IB Trader Workstation SM and One World, One Account SM are service marks and/or trademarks of Interactive Brokers LLC. Know Your Advisor: View the IIROC AdvisorReport Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Know Your Advisor: View the IIROC AdvisorReport. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and Member - Canadian Investor Protection Fund. Orders with a BUY or SELL action may require a limit price. ![]() If you enabled the 'Transfer positions from Independent …' checkbox described above, any positions transferred in from the Independent portion of your portfolio display 'TRANSFER' in the Action column. When done, click 'Create investment orders.' At this point, the Model is funded with cash, and the account's cash balance has been reduced by the amount of the investment.īecause you have already defined your target percentage allocations, the investment amount is automatically allocated across the products you configured, and investment orders are created in the lower panel using the appropriate allocations. For example, if a client already holds Microsoft stock, and the model is slated to have a position in Microsoft, the client's existing position will transfer to the model to avoid creating unnecessary transactions and their associated fees, or inadvertently overweighting the client account. For example, if a client has a GBP balance in their account and the model includes an asset that would be purchased using GBP, the client's existing GBP balance will be used to purchase the asset.Ĭheck 'Transfer positions from Independent when available' to use any existing positions in the Independent side of a client account in the model where applicable. Enter the investment dollar amount and press Enter.īelow the buttons on the right, there are two options with checkboxes.Ĭheck 'Use non-base balances when available' to use the cash balance of a non-base currency in the Independent side of the client account when an investment requires that a non-base currency be purchased to acquire an asset for the model.
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