Trading Forecast Contracts and Event Contracts for Advisors and Brokers

Instructions

To place an Event or Forecast Contract trade for a client, please take the steps outlined below.

  1. Log into the IBKR ForecastTrader website using your username and password.

  2. On the ForecastTrader page, click the Markets tab and use the search bar to type a description of the product (e.g. "cons" for consumer price index, "fed" for fed fund rate, etc).

    • Alternatively, click a contract on the home screen to buy or sell.

    The trade in IBKR ForecastTrader panel

  3. Click on an Event or Forecast Contract from the Search results. A new screen will populate with additional contract information. Click Yes to Buy or No to Sell in the top right corner.

    The event or Forecast Contract

  4. The Order Ticket will populate on the right side of the page; select the client’s account from the drop down at the top of the order ticket.

    Select the accounts in ForecastTrader

  5. Once the clients account is selected enter the Order Parameters and click Preview.

    The advisor ForecastTrader Order Ticket

  6. A preview of your order will appear on the screen. Press Transmit Buy Order or Transmit Sell Order to place the order.

    The ForecastTrader order preview

  7. To navigate back to the Portal, select the arrow icon in the top left corner of the ForecastTrader screen. Note that you will not need to log in and out to navigate between screens.

 

Additional Resources