Divest Funds from a Model

Instructions

Quickly divest client funds from a Model.

To Divest from a Model

  1. From the Display Selector, choose the client account that will be divesting from the Model.

  2. Right-click the Model from which the client wants to divest, and click Divest from [MODEL NAME].

    The divest from model button in TWS.

  3. Enter the divestment amount and click Create Divestment Orders. This action triggers orders to sell assets in the Model equal to the value being divested, in the same proportion they are held in the Model.

    • The model's available funds is decreased by the divestment amount.

    • The client's cash balance is increased by the divestment amount.

      Creating divestment orders in TWS.

  4. The Order will queue up at the bottom of your screen allowing you to Transmit All.

    Creating divestment orders & transmitting all in TWS.

 

Additional Resources

Learn About Model Portfolios in Trader Workstation at IBKR Campus

Visit the Trader Workstation Website