Trade

Instructions

Use the Order Ticket option under Trade in Client Portal to trade stocks, options, futures, future options, mutual funds, warrants, CFD's, bonds, commodities, forex, and crypto. Clients can also view orders & trades, convert currency, close positions, subscribe to IPO and set up recurring investments. You may navigate to this page by taking the steps outlined below.

1. Click the Trade tab at the top of your page.

   

Order Ticket

Orders & Trades

Tax Optimizer (View Tax Lots)

• The Tax Optimizer Window

• Change the Default Match Method for the Current or Prior Day

• Manually Match Specific Lots

• Specific Lot Example

Crypto Plus

Option Chains

Exercise/Lapse Options

Tax Loss Harvesting

Convert Currency

Close Positions

Post Trade Allocations

IBKR ForecastTrader

IPO Subscription

Recurring Investments

Try New Desktop App!

Note: If you are a Client under an Advisor, you will not see the Trade menu unless Trade has been enabled by your Advisor.

 

Additional Resources

Learn About Trading in the Portal at IBKR Campus

Visit the IBKR Client Portal Website