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How to transfer TWS settings from one computer to another


 This article applies to:

  • Platform(s): Windows, Mac, Linux
  • TWS Build(s): Build 936 and Above



Store settings on server allows clients the ability to store their Trader Workstation (TWS) settings/configuration on Interactive Brokers (IB) servers and retrieve them at anytime from another computer. This feature allows you to transfer settings from the same user on two different machines, but not between different accounts/users.

'Store' Settings on Server:

To transfer settings from one computer to another for the same username you will need to enable the option Use/store settings on server:

1. On the computer which currently has your settings, log in with the Use/store settings on server option unchecked on the login window

 TWS Login Screen

 2. Once you are logged in, enable this function:

  • If you are using the Classic layout, navigate to Edit >> Global Configuration >> Lock and Exit and check the box Use store settings on server
  • If you are using the Mosaic layout navigate to File >> Global Configuration >> Lock and Exit and check the box Use store settings on server

 Global Configurations Window

3.  Select Apply and OK.

4. Click on File -> Save Settings.

5. To Exit the application navigate to File and Exit.

IMPORTANT NOTE: The above operation will only save one copy of the TWS settings on the server. The serve does not store any backup copies.


'Use' Settings on Server:

On any computer (on which you want to use the same settings as above): Login with the Use/store settings on server option checked on the login window. This will download the settings, which you previously saved on our server.

 TWS Login Screen



See KB2323 for instructions on how to restore TWS settings from external storage

See KB2320 for instructions on transferring settings from one user to another



TWS Standalone does not launch in Win 7 / Java 8 - MS Security Updates

This article is intended to instruct clients on how to regain usage of the Desktop/Start Menu icons.


After a recent round of Microsoft Security Updates, Windows 7 users who have installed Java 8, can no longer launch the TWS application from the TWS Standalone icons located on their desktops.

The icons do not respond when activated (double-clicked). This behavior is seen after the user has installed the recent Microsoft Security Updates.
When attempting to launch TWS, clients will see no visual response and there will be no process running in the Task Manager. Java 8 is significant because of the use of symlinks to specify the location(s) of the java executable; e.g. 'C:\ProgramData\Oracle\Java\javapath' contains a shortcut to the java executables, which themselves are located in a 'C:\Program Files (x86)\Java\jre1.8.0_XX'.


How will we fix this?
We are currently investigating the best method to fix the problem.  Please find the most ideal workaround for restoring functionality to the TWS desktop icon below.

***Interactive Brokers does not recommend that any client uninstall his/her Microsoft Security Updates. ***

The Security Updates are in place for a reason and distributed by Microsoft to resolve issues that have been found relative to the operating system and it's components.


Workaround for launching TWS

There is a simple way to regain usage of the TWS 4.0 icons by following the steps below.

1.) Determine your Java version

     Open a Windows Command Prompt (Dos window)

     Type "java -version" then press Enter; do not include the quotes

 In this example, I am running java version "1.7.0_71". My update number is '71'.

2. )Highlight path for your Java installation below, then right-click and select 'Copy' so that it is placed into the 'clipboard'. Do not include any extra spaces after 'C:\Jts'. If the result in Step #1 includes 64-bit, you will copy the first command below, otherwise you will copy the second.

          "C:\Program Files\Java\jre1.8.0_XX\bin\javaw.exe" -cp jts.jar;total.2012.jar -Dsun.java2d.noddraw=true -Dswing.boldMetal=false -Dsun.locale.formatasdefault=true -Xmx768M -XX:MaxPermSize=192M jclient/LoginFrame C:\Jts


          "C:\Program Files (x86)\Java\jre1.8.0_XX\bin\javaw.exe" -cp jts.jar;total.2012.jar -Dsun.java2d.noddraw=true -Dswing.boldMetal=false -Dsun.locale.formatasdefault=true -Xmx768M -XX:MaxPermSize=192M jclient/LoginFrame C:\Jts


3.) Right-click the TWS icon and select 'Properties'


Note that the Target command-field is highlighted by default

4.) You will now replace the command by right-clicking the highlighted target field and selecting 'Paste'. Where 'XX' is replaced by your update number, as shown in Step 1.


5.) Click Apply, then click OK

At this point you may be presented with a User Access Control (UAC) message.

Select 'Continue'. You should now be able to use your TWS icon.








Java 8 Installation on Windows


This article describes how to install the Java environment necessary to run the standalone version of IB's Trader Workstation on Windows. Please note that users of the browser based version of IB's Trader Workstation require no additional steps to operate the application.


In the latest release of the Java 8 runtime environment (JRE) for Windows, changes have been made to manner in which Java interacts with the operating system. If you encounter one of the following error messages after upgrading to Java 8, please follow the instructions below.


To address the errors messages above, please perform the following steps:

  1. Go to the Windows Control Panel and uninstall ALL versions of Java
  2. Restart your computer to ensure any remaining files are removed following the uninstall process
  3. After restarting, inspect C:\Windows\System32 and C:\Windows\SysWOW64 (if you are using a 64 bit computer), and ensure there are no copies of java, javaw, or javaws.  If you find any copies of these files in those directories, delete them.
  4. Reinstall the correct version of the Java 8 runtime environment for your version of Windows (64 or 32 bit) from the Oracle download page.
  5. Delete the Trader Workstation 4.0 shortcut from the desktop, and unpin any copies from the taskbar.
  6. Reinstall the standalone Trader Workstation from the IB download page.

This will create a new, functional Trader Workstation 4.0 icon on the desktop.  Please also see KB2129 and KB2115 for instructions on installing Java and TWS, respectively.

Java 8 Installation on Mac OS X Yosemite and later


This article describes how to install the Java environment necessary to run the standalone version of IB's Trader Workstation X on Mac OS X 10.10 Yosemite. Please note that users of the browser based version of IB's Trader Workstation require no additional steps to operate the application.

In order to use the standalone Trader Workstation X application on an Apple Macintosh computer, a valid Java development kit (JDK) installation must be present on the system.  If, after upgrading to the latest version of OS X, your operating system no longer recognizes the previously installed JDK, please follow the steps below:

  1. Go to the Oracle JDK download page
  2. Agree to the license agreement
  3. Download the latest JDK for Mac (listed in the table as Mac OS X x64)

Once the installation is complete, Trader Workstation X should launch without issue.


Welcome to Interactive Brokers


Now that your account is funded and approved you can start trading. The information below will help you getting
started as a new customer of Interactive Brokers.

  1. Your Money
  2. Configure your account to trade
  3. How to trade
  4. Trade all over the World
  5. Five points to enrich your IB experience


1. Your Money
Deposits & Withdrawals General Info. All transactions are administered through your secure Account Management
First, you create a deposit notification through your Account Management > Funding > Fund Transfers > Transaction Type: “Deposit” How to create a deposit notification. The second step is to instruct your Bank to do the wire transfer with the bank details provided in your Deposit Notification.
Create a withdrawal instruction via your secure Account Management > Funding > Fund Transfers > Transaction Type: "Withdrawals" How to create a withdrawal instruction
If you instruct a withdrawal over the Withdrawal limits, it will be considered an exceptional withdrawal and we will therefore need to match bank account holder and IB account. If destination bank account has been used for a deposit, withdrawal will be processed; otherwise, you must contact customer service and provide the documents needed.
Deposits: My bank sent the money but I do not see it credited into my IB account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) A Deposit Notification is missing. You have to create it via your Account Management and send a ticket to Customer Service
c) Amending details are missing. Your name or IB account number is missing in the transfer details. You have to contact your bank and ask for the full amending details.
d) ACH initiated by IB is limited to 100k USD in a 7 business period. If you opened a Portfolio Margin account where the initial requirement is 110k, a wire deposit might be the better deposit option to reduce wait time for your first trade. If selecting ACH a wait time of almost 2 weeks or a temporary downgrade to RegT can be possible solutions.
Withdrawals: I have requested a withdrawal but I do not see the money credited to my bank account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) Rejected. Over the max it can be withdrawn. Please check your account cash balance. Note that for regulatory requirements, when the funds are deposited, there is a 3 day holding period before they can be withdrawn.
c) Your bank returned the funds. Probably because receiving bank account and remitting bank account names do not match.


2. Configure your account to trade
Difference between Cash and Margin accounts: If you have chosen the FastTrack application, by default your account type is a cash account with US stock permission. If you would like to get leverage and trade on margin, here how to upgrade to a RegT Margin account
Trading Permissions
In order to be able to trade a particular asset class in a particular country, you need to get the trading permission for it via your Account Management. Please note that trading permissions are free. You might however be asked to sign risk
disclosures required by local regulatory authorities. How to Request Trading Permissions
Market Data
If you want to have market data in real-time for a particular product/exchange, you need to subscribe to a market data package charged by the exchange. How to subscribe to Market data
The Market data assistant will help you choose the right package. Please watch this Video explaining how it works.
Customers have the option to receive delayed market data for free by clicking the Free Delayed Data button from a non-subscribed ticker row.
Advisor Accounts
Have a look at the user guide getting started as advisors. Here you see how to create additional users to your advisor account and grant them access and much more.


3. How to trade
The Trader's University is the place to go when you want to learn how to use our Platforms. Here you will find our webinars, live and recorded in 10 languages and tours and documentation about our various Trading Platforms.
Trader Workstation (TWS)
Traders who require more sophisticated trading tools can use our market maker-designed Trader Workstation (TWS), which optimizes your trading speed and efficiency with an easy-to-use spreadsheet interface, support for more than 60 order types, task-specific trading tools for all trading styles, and real-time account balance and activity monitoring. Try the two models
TWS Mosaic: for intuitive usability, easy trading access, order management, watchlist, charts all in one window or
TWS Classic: the Advanced Order Management for traders who need more advanced tools and algos.
General Description and Information / Quick start guide / Usersguide
Interactive Tours: TWS Basics / TWS configuration / TWS Mosaic
How to place a trade:  Video Classic TWS / Video Mosaic
Trading tools: General Description and InformationUsers guide
Requirements: How to install Java for WindowsHow to install Java for MAC / Port 4000 and 4001 needs to be open
Login TWSDownload TWS
Traders who prefer a clean and simple interface can use our HTML-based WebTrader, which makes it easy to view market data, submit orders, and monitor your account and executions. Use the latest WebTrader from every browser
Quick Start Guide / WebTrader User's Guide
Introduction: Video WebTrader
How to place a Trade: Video WebTrader
Login WebTrader
Our mobile solutions allow you to trade your IB account on the go. The mobileTWS for iOS and the mobileTWS for BlackBerry are custom-designed for these popular models, while the generic MobileTrader supports most other Smart phones.
General Description and Information
Order Types Order Types available and Description / Videos / Tour / Users guide
Paper Trading General Description and Information / How to get a Paper Trading Account
Once your paper account is created, you can share the market data of your real account with your paper trading account: Account Management > Manage Account > Settings > Paper trading

4. Trade all over the World
IB accounts are multi-currency accounts. Your account can hold different currencies at the same time, this allows you to trade multiple products around the world from a single account.
Base Currency
Your base currency determines the currency of translation for your statements and the currency used for determining margin requirements. Base currency is determined when you open an account. Customers may change their base currency at any time through Account Management.
We do not automatically convert currencies into your Base currency
Currency conversions must be done manually by the customer. In this video you can learn how to do a currency conversion.
In order to open a position denominated in a currency that you do not have in your account, you have two possibilities:
A) Currency conversion.
B) IB Margin Loan. (Not available for Cash Accounts)
Please see this course explaining the mechanics of a foreign transaction.


5. Five points to enrich your IB experience
1. Contract Search
Here you will find all our products, symbols and specifications.
2. IB Knowledge Base
The Knowledge Base is a repository of glossary terms, how-to articles, troubleshooting tips and guidelines designed to assist IB customers with the management of their IB accounts. Just enter in the search button what you are looking for and you will get the answer.
3. Account Management
As our trading platforms give you access to the markets, the Account Management grants you access to your IB account. Use Account Management to manage account-related tasks such as depositing or withdrawing funds, viewing your statements, modifying market data and news subscriptions, changing your trading permissions, and verifying or changing your personal information.
Log In Account Management / AM Quick Start Guide / AM Users Guide
4. Secure Login System
To provide you with the highest level of online security, Interactive Brokers has implemented a Secure Login System (SLS) through which access to your account is subject to two-factor authentication. Two-factor authentication serves to confirm your identity at the point of login using two security factors: 1) Something you know (your username and password combination); and 2) Something you have (an IB issued security device which generates a random, single-use security code). As both knowledge of your username/password and physical possession of the security device are required to login to your account, participation in the Secure Login System virtually eliminates the possibility of anyone other than you accessing your account.
How to Activate your Security Device / How to Obtain a Security Code Card / How to return Security device
In case you forgot your password or lost your security code card, please call us for immediate assistance.
5. Statements and Reports
Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account. How to view an Activity Statement 


How to configure Java Virtual Machine memory Parameters in TWS


General notes on the Java virtual machine and memory parameters

Trader Workstation is a Java-based application. Programs which are compiled using Java execute within a Java virtual machine (JVM) process which manages the interactions between the program, and the operating system and hardware. The Java virtual machine dynamically manages the memory usage for the program running in it. There are many technical aspects to how the memory is managed, but there are two primary spaces or blocks of memory which are of concern for running the TWS: the heap space, and the permanent generation (permgen) space.

The heap is the area in memory where all class instances and arrays are allocated. The heap is created when the JVM is started, and space is periodically reclaimed by the garbage collector (GC), the Java Virtual Machine's automatic storage management system. There is also non-heap space, known as the permanent generation space, utilized by the Java Virtual Machine to hold code which typically has a longer life in memory, or a specific usage. If either of these spaces are not sized correctly, errors can occur when the process runs out of memory in these spaces. If this occurs, the program will appear to be frozen or may crash completely, and the log files in the program directory for TWS (in C:\Jts, by default on Windows OS) will likely include one of the following errors:

  • java.lang.OutOfMemoryError: Java heap space
  • java.lang.OutOfMemoryError: PermGen space

When launching a Java program, it is possible to pass certain parameters to the Java virtual machine to adjust how much memory the process will use to run the program. The Xmx flag controls the maximum amount of memory to be used for the heap space, and the XX:MaxPermSize flag controls the maximum amount of memory to be used for the permanent generation space.

As we have released newer versions of TWS which contain more features, the memory required for the Java virtual machine to effectively run TWS has increased.

  • For users running TWS with a 32 bit version of Java, the MINIMUM memory for the heap size is 256 MB, and for the permanent generation space is 128 MB.
  • For users running TWS with a 64 bit version of Java, the MINIMUM memory for the heap size is 384 MB, and for the permanent generation space is 192 MB.

The above are the bare minimums necessary to run the program for most customers. Usage of many of the features in TWS will require higher memory allotments.

Some users may have old shortcuts or use custom scripts to launch TWS. It is crucial that these are updated accordingly to use at least the minimum memory parameters mentioned above. Some users who have extensive portfolios or execute large amount of orders may need to adjust the parameters to improve performance. The heap size can be increased if there is an OutOfMemoryError pertaining to the heap space.  Note, in our experience the memory should typically not need to be increased above 1024M in the heap and 256M in the permgen.

If at any time following adjusting the memory parameters, you receive an error that the system could not create the Java Virtual Machine, this indicates the memory increase was too aggressive, and you need to scale back the parameters.

**Please note the following:  Starting with Java 8, the XX:MaxPermSize parameter has been deprecated. When running TWS with Java 8, the XX:MaxPermSize parameter will be ignored at runtime if present; this parameter could be simply omitted from the start-up script.

Browser-based TWS (Java WebStart version)
IB uses a script on our website to dynamically serve a JNLP file with different memory parameters based on the URL request from the browser. When launching TWS from our website, you can add the Xmx and Xmps parameters to the URL to configure the heap size and and permanent generation space size, respectively for the Java virtual machine process which will run TWS. For example:

will result in a JNLP file with the max heap size set to 768 mb and the max permanent generation space size set to 128MB.

If you encountered a resource allocation message when launching a previously saved copy of the JNLP file, and were directed to this webpage, please download a new version of the JNLP file from here.  The file you are using is likely out-of-date, and does not contain the correct resource allocation parameters for your operating system.

Standalone TWS on Windows
To adjust the memory parameters used when launching TWS from the desktop or start menu shortcut:

  •   Right-click the shortcut and select Properties
  •   On the shortcut dialog window, find the Xmx and XX:MaxPermSize flags in the target field
  •   Adjust the values following the flags to the desired size

Standalone TWS on Mac
To adjust the memory parameters used when launching TWS using the icon:

  •     Hold Control and click (or right-click if you have a two-button mouse) on the application icon
  •     Choose "Show package contents" from the menu
  •     Open Contents > MacOS
  •     Open the JavaAppLauncher shell script file
  •     Find the Xmx and XX:MaxPermSize flags, and adjust the values following the flags to the desired size

Standalone TWS on UNIX (or Mac) via terminal command
When executing the command to start TWS from the terminal, adjust the values following the Xmx and XX:MaxPermSize flags to the desired size. For example, if you would normally launch using:

java -cp jts.jar:total.2013.jar -Xmx512M -XX:MaxPermSize=128M jclient.LoginFrame

but need to increase due to errors or freezing due to running out of memory, you can instead run:

java -cp jts.jar:total.2013.jar -Xmx768M -XX:MaxPermSize=256M jclient.LoginFrame

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