Trade Allocation Tool
Allocate trades among client accounts
Institutional traders and investment advisors can place equity trades and view and allocate them among client accounts within TradeStation.
- Allocate and re-allocate multiple orders – post-trade until 6 p.m. ET
- Allocate by multiple criteria – including percentage, quantity, prorata buying power or prorata net worth
- Create and save files – for multiple custom templates
- Cut and paste from Microsoft Excel – to create templates
- Auto-submit multiple allocations – via order and template