Q. How do I create an Interactive Brokers portfolio?
The Portfolio window is an automated trading page you can elect to create. It is based on the current content of your portfolio. From Classic TWS – Right-click the “+” icon along the end of the tabset and select Portfolio Window. From Mosaic – In the Monitor section, click the “+” icon and select Portfolio.
Q. Can I transfer my portfolio to Interactive Brokers?
Customers can transfer US stocks, options and cash held at another brokerage firm to IB through the National Securities Clearing Corporation’s (NSCC) Automated Customer Account Transfer Service (ACATS). IB accepts full and partial transfers of assets.
Q. What is Portfolio Margin Interactive Brokers?
a. Portfolio Margin (TIMS) – The Theoretical Intermarket Margin System, or TIMS, is a risk based methodology created by the Options Clearing Corporation (OCC) which computes the value of the portfolio given a series of hypothetical market scenarios where price changes are assumed and positions revalued.
Q. Can you have multiple portfolios in Interactive Brokers?
Notes: Once the partition is linked, fees may be debited from your account as specified by the Advisor or Broker. At this time, you can create one account partition with an Advisor or Broker. The relationship between your primary account and a linked partition is a parent/child relationship.
Q. What is the minimum deposit for Interactive brokers?
What is the minimum deposit required? To open an Interactive Brokers LLC brokerage account for your Interactive Advisors investments, you need to fund it with a minimum of $100.
Q. Does Interactive brokers charge a monthly fee?
And while the service doesn’t offer commission-free trading like some brokers do, the fees are pretty minimal, ranging from 0.12% to 0.18%, depending on monthly volume. There is also a $1.75 minimum per order.
Q. How does portfolio management work with Interactive Brokers?
Manage your investments and analyze your portfolio with a variety of tools. Interactive Brokers customers can currently request integration with numerous third-party portfolio management software providers. Consolidated statements consolidate activity data across all selected accounts in a single statement.
Q. What kind of software does Interactive Brokers use?
Download your statements to a variety of third-party formats such as Quicken, Tradelog or CapTools. Manage your investments and analyze your portfolio with a variety of tools. Interactive Brokers customers can currently request integration with numerous third-party portfolio management software providers.
Q. Where is the Interactive Brokers office in Canada?
Interactive Brokers Canada Inc. is an execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Registered Office: 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.
Q. Who is the regulator for Interactive Brokers LLC?
INTERACTIVE BROKERS LLC. is a member NYSE – FINRA – SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission.
