IB Knowledge Base

Order Presets: Presets for Individual Symbols

How to define unique order presets for individual ticker symbols

For information on how to define presets for attached strategies, click here

For information on how to create multiple strategies for different product types, click here

For information on basic navigation of the Order Presets configuration menu, click here

How to create attached order presets

For information on how to define presets for individual ticker symbols, click here

For information on how to create multiple strategies for different product types, click here

For information on basic navigation of the Order Presets Configuration menu, click here

How to convert a currency if you wish to trade products in a currency other than the currency your account was initially funded in

For additional information on currency conversions please refer to the Knowledge base articles:

How to access and use the Trader Dashboard

How to initiate a deposit via an Electronic Funds Transfer

For additional information on how to deposit funds to your Interactive Brokers account please visit the Funds and Banking section on our website

How to deposit funds to your Interactive Brokers account via a full ACATS/ATON Transfer

For information on how to initiate a partial ACATS/ATON transfer/ please click here

For Interactive Brokers tradeable products please visit the Contract Search Engine

For a detailed description of the Full ACATS/ATON process flow please click here

For a list of the most common causes for ACATS/ATON rejects, please click here

How to deposit funds to your Interactive Brokers account via a partial ACATS or ATON transfer

How to deposit funds to your Interactive Brokers account via a Check

An example of how to set up alerts by creating a margin cushion alert.

Margin Cushion is calculated as follows:

(Equity with Loan Value - Maintenance Margin) / Net Liquidation Value