Electronic trading major Interactive Brokers continues to bolster the functionalities of its trading platforms.
The latest beta build (10.23) of the TWS platform has made it easier to manage and invest in Custom Indexes, which allow advisors to quickly build portfolios modelled after popular Index ETFs, and easily customize them to accommodate client investment goals.
The major update is the “Invest” button that makes it simple to invest a client account in a selected Custom Index.
- How to Invest Clients in a Custom Index
From the Rebalance window, select Invest in Custom Index(1). Note that this button is also available from the Manage Custom Indexes window of Advisor Setup.
