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Write Options/Rollover Options

 

The Options Write and Rollover tools make it easy for advisors who actively manage large portfolios of stock and ETFs to quickly scan across all of their accounts. Filter stock and EFT positions to write calls and puts, and to select the options that need to be rolled over. Single account holders may be able to enhance the yield on existing long stock positions by easily writing covered calls.

  • Filter and Create Orders in Minutes
    The Options Rollover window displays the nearest dated option based on user-defined criteria and provides quick-pick functionality to seamlessly create rollover orders.


  • Customized Application
    Choose to apply the rollover or write functionality to multiple advisor groupings, or to all accounts.
  • Hedge Easily with Covered Calls
    The Write Options feature generates a complete list of current long or short positions that meet the user-defined expiration and strike criteria making it easy to maintain delta hedged portfolios.

  • Eliminate Periodic Maintenance
    The Options Rollover window eliminates the need for monthly or quarterly maintenance of portfolios that contain an options overlay strategy.

     

Additional Resources

To find out more, use the links below to register for a live online webinar, view a previously recorded session, or watch one of our self-paced Interactive Tours. Run the TWS trading platform Demo to experiment with our best features in a risk-free, simulated trading environment, and search the TWS Users' Guide for step-by-step instructions.

Click for WebinarsClick for Interactive ToursClick for a TWS DemoClick for User Guides

   

Any symbols displayed are for illustrative purposes only and do not portray a recommendation. Options involve risk and are not suitable for all investors. For information on the uses and risks of options, you can obtain a copy of the Options Clearing Corporation risk disclosure document titled Characteristics and Risks of Standardized Options by clicking here.

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC