Pre-Trade Allocations

Trading Term

A trading tool for professional advisors and investment managers to allocate block trades to multiple client accounts. The following options are made available:

Define a variety of criteria to automatically allocate shares to a single client account or multiple client accounts.
Set up Account Groups to allocate shares based on a single method for a group of accounts.
Create Allocation Profiles that allocate specific percentages or shares of each order to individual accounts based on your own rules and values.
Set a default allocation that will be used automatically when you create an order, and easily change the default allocation at any time.
Modify allocations on an order-by-order basis.
Create Account Aliases to assign easy-to-remember names to accounts.
Place orders and allocate shares directly from Trader Workstation.

For more information, see the TWS Users’ Guide.

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