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Angela Duran

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Posts: 168

Joined: 10/11/2012
Location: Nirvana Systems

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Subject : Instructions: Linking IB Accounts to Gar Wood
Posted : 9/28/2016 2:34 PM
Post #36513

Here are the instructions for linking an existing IB account to Gar Wood.

Please direct all broker related questions to Gar Wood at 512-623-7774.

Linking your current IB account to Gar Wood will enable you to make a direct connection from your GXT/Nirvana products to Interactive Brokers. IB requires 3rd party broker involvement in order to connect directly.

It is not necessary to close your existing trades to initiate the linking process. No transfer of funds occurs, so service to your account through the IB Trader’s Workstation will still be available while account linking is in process.
1. Click this link to bring your existing IB account under Gar Wood: https://garwoodsecurities.net/link-to-gws/
2. Click Account Management
3. Login using your IB credentials and security device
4. (If prompted) Verify or change your personal information and click Confirm
5. Click Manage Account››Add or Configure Account››Move, Link, or Partition an Account
6. Make your selection – the typical selection is “Move my Entire Account…”
7. Enter i1110015 for Managed Account ID
8. Enter Gar Wood Securities, LLC for managed account title, click Continue



9. Read and sign the Customer Agreements, Click Save and Continue
10. Click through the next set of agreements and Continue
11. You will get a confirmation message that your request to link your existing account has been placed
12. Continue to trade through the IB TWS until you receive confirmation that the account is ready to trade through Gar Wood.

Accounts are linked once a week on Friday afternoon. You should expect to receive an email from Gar Wood on Monday of the following week in most cases. The Gar Wood email with the subject “Password Initialization” is your indication that your account is ready to trade using the direct connection. Follow the instructions in that email to set up a password. These credentials will be used to connect your Nirvana products to the broker.

Once you've set your new password, you can close the IB TWS. The broker selection in your GXT/Nirvana products is labeled GXTrader.
Attached file : Link_to_Gar_Wood.jpg (193KB - 1296 downloads)

Deleting message 36513 : Instructions: Linking IB Accounts to Gar Wood


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