---
title: "Modify Allocation Group"
method: PUT
path: "/iserver/account/allocation/group"
tags: ["tradingFaAllocationManagement"]
---

# Modify Allocation Group

`PUT /iserver/account/allocation/group`

Modify an existing allocation group.

## Request body

- object
  - `name` string, required — Name used to refer to your allocation group. If prev_name is specified, this will become the new name of the group.
  - `prev_name` string — Can be used to rename a group. Using this field will recognize the previous name, while the "name" filed will mark the updated name.
  - `accounts` IserverAccountAllocationGroupPutRequestBodyContentApplicationJsonSchemaAccountsItems[], required — An array of accounts that should be held in the allocation group and, if using a User-specified allocaiton method, the value correlated to the allocation.
    - `name` string, required — The accountId of a given sub-account.
    - `amount` integer — The total distribution value for each sub-account for user-defined allocation methods.
  - `default_method` 'A' | 'E' | 'N' | 'C' | 'P' | 'R' | 'S', required — Interactive Brokers supports two forms of allocation methods. Allocation methods that have calculations completed by Interactive Brokers, and a set of allocation methods calculated by the user and then specified. IB-computed allocation methods: * `A` - Available Equity * `E` - Equal * `N` - Net Liquidation Value User-specified allocation methods: * `C` - Cash Quantity * `P` - Percentage * `R` - Ratios * `S` - Shares

## Response `200`

Returns a confirmation that the modification was successful.

- TradingFAAllocationManagementModifyAllocationGroupResponse200
  - `success` boolean

## Other responses

- `401` — Missing, invalid, or unparseable Authorization token.
- `500` — internal server error, returned when incoming request cannot be processed. It can sometimes include subset of bad requests. For example, wrong accountId passed and it can only be detected later in handling request. Error contains reason of the problem.
- `503` — service is unavailable. For example if request takes more than 10s due to some internal service unavailability, request aborted and this status returned

---

[API](https://skmtc.net/interactivebrokers/apis/api-reference.md) · [All operations](https://skmtc.net/interactivebrokers/apis/api-reference/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/interactivebrokers/api-reference/revisions/67f9f562c2c6/schema)