Interactive Brokers’ Trader Workstation (TWS) offers an integrated Allocation Order Tool that streamlines the creation, execution and allocation of group orders for all or selected clients. Advisors can group client accounts and develop bulk orders in minutes, using strategies that quickly capitalize on time-limited market opportunities.
The Allocation Order Tool also includes IBKR's Tax Loss Harvesting, which helps advisors optimize any tax benefits from capital losses and distribute the losses across affected accounts.
Learn more about our advisor solutions.Learn More
The projections or other information generated by Tax Loss Harvesting regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.
The information provided here is not intended to serve as tax advice and should not be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local, or other tax statutes or regulations. It is also important to acknowledge that this information cannot be relied upon to resolve any tax issues.