Contents:

How to determine if a submitted order has a RTH restriction applied.

Changing Default Settings

Other Important Notes

How to determine if a submitted order has a RTH restriction applied.

Trader Workstation (TWS)

Orders restricted to RTH only will display a clock icon in the Time in Force (TIF) field.

Hold your mouse over the clock icon to display information regarding when the order can be filled.

Orders without a time restriction will either display no clock icon or will display the clock icon with an exclamation point over it to indicate that it will be active outside of the regular trading session.

Traders may change the RTH setting by clicking this field before the order has been transmitted.  From the dropdown that appears, check the box that says "Fill outside RTH".

IBKR Mobile

To check to see if your order is eligible to fill outside of regular trading hours, go to the Orders & Trades tab (iOS) or the Orders tab (Android) and tap on the order in question. If using the iOS app, there will be a line item stating if the order is eligible to fill outside of regular trading hours:

If using the Android app, there will be a line item for Time-in-force. Click the small arrow on the right side to expand the section. There will be a line item for Outside RTH with a toggle that will be set to ON (eligible to fill outside RTH) or OFF (not eligible to fill outside RTH).

Clients can set their order to fill outside regular trading hours through the IBKR Mobile Order Ticket. In both the iOS and Android versions of IBKR Mobile, the Order Ticket will have a line item where you can toggle Outside RTH on or off. Once you have made your election, fill out the remainder of the Order Ticket and submit when ready.

iOS:

Android:

Note:  The RTH restriction cannot be modified once an order has been transmitted.  In order to change the RTH restriction the submitted order must be canceled and a new order entered with the appropriate RTH selection.

Changing Default Settings

Trader Workstation (TWS)

Traders can adjust the default RTH setting in the TWS as follows;

1.  Select the Edit menu followed by Global Configuration at the top of the main TWS screen. 

2. On the left side of the window that appears, click the "+" next to the word Presets to expand the section.

2.  Next, select the product type (Stocks, Futures, etc.) by clicking on the word so that it is highlighted.

3.  In the Primary Order section, be sure the Order Type is set to LMT. (if MKT or STP is set as the default the RTH setting will not be applicable).

4.  In the Timing section, check the box that says "Allow order to be activated, triggered, or filled outside of regular trading hours".

5.  Click Apply and then OK at the bottom of the window.

6.  Orders that support modification of the RTH restriction (for the product selected in step #1) will be created with the new default applied.

IBKR Mobile

Traders can adjust the default RTH setting in IBKR Mobile (iOS or Android) as follows;

1. Tap the menu (More) button and select Configuration    
2. Look for the Cloud section and tap Trading Settings                 
3. Tap the Product that you wish to edit the Presets for                          
4. Tap the Timing line item                                                              
5. Toggle Outside RTH on or off. Once finished simply tap the back button to save your changes to the Cloud.                    

Other Important Notes:

* Traders unfamiliar with the Regular Trading Hours for a particular product may right click on the market data line and choose Contract Info followed by Description.  This window will list the Regular Trading Hours for the selected product.

* Forex, OTCBB, and Pink Sheet securities do not have a Regular Trading Hours designation as there is no centralized marketplace or primary exchange.  Traders should use caution when trading these products during the early and late sessions as orders will execute regardless of any default RTH restriction previously applied.

* Outside Regular Trading Hours for IBKR Pro accounts begins at 4:00 EST and lasts until market open, and restarts at market close until 20:00 EST. Outside Regular Trading Hours for IBKR Lite accounts begins at 7:00 EST and lasts until market open, and restarts at market close until 20:00 EST. Regular Trading Hours for both account types are 9:30-16:00 EST.

* For stocks, Market orders and Stop orders (which, when triggered, become Market orders) are only active from 09:30 until 16:00 EST (the Nyse's regular trading hours session). To have the order active in all sessions including the Premarket hours, Regular Trading Hours and the Aftermarket hours, you must use a Limit or Stop Limit type order and add the attribute "Allow Outside RTH". The same settings apply for CME/CBOT/NYMEX/COMEX Future contracts. The Nybot accepts Stop orders and converts them internally to "Stop with Protection" orders that are active for all available hours. A Future contract's RTH session is detailed in the contract's description window.

Manual Screenshot

For traders not using the TWS, the following describes the process of creating a screenshot and attaching it to a web ticket to submit to Client Service.

To provide an image of your full computer screen  select and hold down the ‘Ctrl’ key and then the ’Print Screen‘ key (located in the upper right corner of the keyboard).

For an image of a single window within your screen select and hold down the ‘Alt’ key and then the ‘Print Screen’ key   

Next, open a text or image editing program such as Microsoft Word to ‘paste’ and save the shot you’ve just created.  Once the program has opened select and hold down the 'Ctrl' key and then hit the “V” key. Verify that this is the image you wish to send and then save the document to your computer.  Log in to Advisor Portal and select the Message Center from where you can create a new web ticket and attach your document.

TWS Screenshot / Log File

Traders using the TWS software can use keyboard combinations to capture snapshots of their screen and upload them to assist with support issues.

To create a snapshot of the TWS screen and upload the log file please use the keyboard combination associated with the type of machine being used;

• All PC's except HP's: Ctrl+Alt+H
• Hewlet Packards (HP): Ctrl+Alt+Q
• Mac: Ctrl+Option+H

A window will appear allowing the trader to enter text and check the screenshot box to include an image of the computer screen.

After pressing submit, the following window will appear to acknowledge that the files have been uploaded.

Notes:

• Client Service does not monitor these uploads during the day so be sure to communicate with the Client Service desk prior to uploading files relating to a current issue.
• Traders behind a firewall or proxy may be unable to upload log files and screenshots using the TWS method.