Delete a Model

Instructions

If you elect to delete a Model, all holdings will become "Independent" positions for all clients who are invested in the Model being deleted.

To Delete a Model

  1. Open the Advisor Setup tool from within Mosaic or Classic TWS (button on top menu).

    The advisor setup button in TWS.

  2. Select the Models tab

  3. Select the Model you want to delete.

  4. Click Delete Model.

    The delete model button in TWS.

  5. Model holdings become "independent positions" for clients invested in the Model, in the proportion they were held in the Model.

 

Additional Resources

Learn About Model Portfolios in Trader Workstation at IBKR Campus

Visit the Trader Workstation Website