Approval model: draft, then you submit

Draft, then you submit

What it means: the agent’s output is an instruction, not an order. You open the broker’s app, review it, and submit or reject it.

Example

• Interactive Brokers AI Integration: “you review and submit every order.”¹ Instructions must be reviewed and explicitly confirmed by the client in an IBKR application before any action is taken; you click Review & Submit or Reject.²

How it differs from per-order confirm

In practice they are close. The difference is who creates the order: under draft-then-submit you submit it yourself from the instruction; under per-order confirm the broker holds an order the agent created until you approve it. Webull calls its objects “instructions” too,³ so read each provider’s docs rather than the label.

Back to approval models

Sources

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Suggest a correction (opens a GitHub issue)

Footnotes

1. Interactive Brokers AI Hub. Interactive Brokers, official, retrieved 2026-11-12. ↩

2. AI Instructions. IBKR Guides, official, retrieved 2026-11-12. ↩

3. Webull Cloud MCP Server - Webull API. Webull Developer, official, retrieved 2026-11-12. ↩