Use the Advisor Marketplace

Instructions

The Model Marketplace provides a collection of investment models designed by third-party vendors. Search, download and then use selected models in TWS Model Portfolios to manage your client's investments.

To Use the Model Marketplace

  1. In TWS, open the Advisor Setup window.

    The advisor setup button in TWS.

  2. From the Models tab in Advisor Setup, click Browse Vendor Models.

    The Browse Vendor Models option in TWS.

  3. Browse models or use filters to find the model that fits your criteria. Click a model to view the extended description.

    The Browse Vendor Models window in TWS.

  4. To add a vendor model to TWS, click the Import button on a model description to open the Create Model dialog box.

Imported models from the Marketplace maintain a link that allows you to refresh the model at any time to stay in sync with the vendor model. This is useful to get changes when the vendor makes updates to the model's composition or percentages. If you elect to make your own changes to the model, you will lose the ability to sync to the original model.

You may click the Create and Set Targets button to open in the Rebalance window.

  • Modify percentages and fine-tune the model composition to invest your clients. Click Save when done.

 

Additional Resources

Learn About Advisor Model Marketplace at IBKR Campus

Visit the Trader Workstation Website

View Information on Model Portfolios