Simplified TWS Account Menu

Instructions

The Simplified TWS Account Menu consists of Information and Management account menu options.

The simplified TWS account menu

Menu Command Description
Account Window Opens the TWS Account Information window.
Account Management Home Logs you directly into your Portals home page without requiring further credentials.
Close All Positions Submits closing orders for all or a specified percentage of your open positions using the Close Position dialog box. Note that selecting OK immediately sends closing orders for the positions.
Option Exercise Opens the Option Exercise window (for US options only) to exercise options prior to their expiration date, or to exercise options on Expiration Friday that would normally be allowed to lapse.
Activity >

  • Activity Statement -Takes you directly to the Activity Statements page in the Portal.

  • Export Activity - Takes you directly to the Activity Downloads page in the Portal. Export activity to MS Excel, MS Money, Quicken, CapTools, TradeLog, or Gainskeeper.

  • Trade Confirm Report - Takes you directly to the Trade Confirmations page in the Portal.
Performance > Takes you directly to the Portfolio Analyst tool in Portals.
Risk Reports >

Takes you directly to the risk reports in Portals including:

Tax >

Takes you directly into the Tax section of Portals.

Subscribe to Market Data/Research Takes you directly into the Research Subscription page in Portals.
Set Trading Permissions Takes you directly to the Trading Permissions page in Portals.
Declare Tax Basis Method Takes you directly into Portals.
Create Paper Trading Account Takes you into the settings page in Portals to set up a Paper Trading account.
Change Password Takes you directly into the Change Password page in Portals.
Transfer Funds/Positions >

Takes you directly into the Funding section of Portals where you can:

 

Additional Resources

Learn About Trader Workstation at IBKR Campus

Visit the Trader Workstation Website