---
title: "Retrieve Allocation Presets"
method: GET
path: "/iserver/account/allocation/presets"
tags: ["tradingFaAllocationManagement"]
---

# Retrieve Allocation Presets

`GET /iserver/account/allocation/presets`

Retrieve the preset behavior for allocation groups for specific events. This endpoint is only supported for Financial Advisors and IBroker Accounts.

## Response `200`

Successfully retrieve preset details

- Presets
  - `group_auto_close_positions` boolean — Determines if allocation groups should prioritize closing positions over equal distribution.
  - `default_method_for_all` 'AvailableEquity' | 'E' | 'N' | 'C' | 'P' | 'R' | 'S' — 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
  - `profiles_auto_close_positions` boolean — Determines if allocation profiles should prioritize closing positions over equal distribution.
  - `strict_credit_check` boolean — Determines if the system should always check user credit before beginning the order process every time, or only at the time of order placement and execution.
  - `group_proportional_allocation` boolean — Determines if the system should keep allocation groups proportional for scaling.

## 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)