{"id":9136,"date":"2022-08-01T19:42:00","date_gmt":"2022-08-01T23:42:00","guid":{"rendered":"https:\/\/ibkrcampus.eu\/trading-course\/getting-started-with-tws-for-advisors\/"},"modified":"2024-01-05T15:02:39","modified_gmt":"2024-01-05T15:02:39","slug":"getting-started-with-tws-for-advisors","status":"publish","type":"trading-course","link":"https:\/\/www.interactivebrokers.eu\/campus\/trading-course\/getting-started-with-tws-for-advisors\/","title":{"rendered":"Getting Started with TWS for Advisors"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"<p>We have divided this course in two to address both trading and CRM. This course deals with an introduction to Trader Workstation (TWS) for Advisors where you will learn how to navigate TWS, monitor your clients\u2019 and your firm\u2019s aggregate positions. We show you how to trade for an individual client and for several (or all) clients at a time. And we introduce the Order Allocation Tool, which really gets to the heart of order management. You will learn to build Model Portfolios, how to allocate clients\u2019 money to a Model as well as how to rebalance a portfolio. 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