Angela Duran![]() Veteran ![]() ![]() ![]() Posts: 168 Joined: 10/11/2012 Location: Nirvana Systems ![]() | 08-25-2016 Thank you for transitioning with us to the new clearing firm Interactive Brokers. We want you to be prepared for trading as soon as your funds are available. Please read through the following information and complete the steps you can ahead of your new account approval. Update Your Software In order to connect to your GXT account through IB, you will need the most current versions of OmniTrader (3G), VisualTrader (3G) and the Trade Processor (4E, not yet available). The Trade Processor update is only required if you are running the desktop version. These new versions will provide an option to connect to both GXTrader and GXTrader-IB. In order to connect to your new GXT account clearing through IB, you will need to select the GXTrader-IB option. Each active account will be listed in the portfolio dropdown. Note: The GXTrader-IB selection will revert to simply GXTrader in a future update once the conversion is complete. Trade Processor Your Trade Processor will need to be disconnected from your current GXT account and reconnected to the new account. Connectivity will be available as soon as you are notified by Gar wood that your account is funded and ready to trade. To connect to your new account in the desktop version of the Trade Processor click Edit››Connection Settings and use the Broker dropdown to select GXTrader-IB. To connect to your new account in the server version of the Trade Processor, log into OmniVest, and select the desired Account. Click the Trades button followed by the Trade Processor link at the top of the page. Click the Disconnect button. Next, click the Connect To Broker button. Select GXTrader-IB, enter the account number, and your login credentials. This will be the same login you were using for GXTrader. Click the Save button to initiate the Trade Processor web connection. Login Credentials Your credentials for logging into GXT did not change. Please use your existing GXTrader user ID and password to login. If you would like to change your GXT password, click here. The user ID and password you created when you set up your Gar Wood account will be used to login to Gar Wood account management. GXT Tradeaway The Tradeaway site is still available on the updated GXT website. As we transition, you will find links to Tradeaway as well as Tradeaway/IB on the GXT website. COR Clearing Please maintain your login credentials on the COR website so that you can easily access your tax statements next year. You will have statements from both COR and IB if you are actively trading for 2016. |