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SteveL

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Joined: 10/11/2012
Location: Boulder, CO

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Subject : RE: Instructions: Linking IB Accounts to Gar Wood
Posted : 12/16/2016 10:14 AM
Post #36673 - In reply to #36663

Continuation of my prior post re: transferring an IB F&F advisor and client accounts to GarWood:

As expected last Friday 12/9/2016 after market close, all accounts completed transition to Gar Wood and were accessible thru my new F&F advisor account at Gar Wood, and no longer connected to my old F&F advisor account at IB. So, the transition to Gar Wood was super easy.

In addition to moving to Gar Wood, in order to use Nirvana's server TPs connected thru the FIX server, additional setup/configuration is done by Nirvana, Gar Wood and IB to connect/enable the client accounts to use the FIX interface. Unfortunately that did not go smoothly (perhaps because of the additional complexity of also being connected to an F&F advisor account). On Monday after market open, I shutdown my standalone TPs, and connected the OV server TPs to my client accounts thru the FIX interface. But only positions held prior to market open were visible in the server TP web view (all current positions should have been visible). Angela worked with the Gar Wood folks, and eventually (as I understand it) the problem was handed by Gar Wood to IB for resolution. In the meantime, I reverted back to using the standalone TPs on my AWS server. This morning, Angela was notified and then notified me that IB had fixed the problem. After market open and all was stable, I shutdown my standalone TPs and connected the OV server TPs to my accounts. All existing positions, including those entered this morning are visible. All the settings which had been configured on the standalone TPs were transferred to the OV server TPs. No additional configuration required. Looks like all is good.

Hopefully this will help others to understand what steps are required in the transfer of an F&F advisor and client accounts from IB to Gar Wood, plus conversion from standalone TPs to OV server TPs, and what to look for and prepare for. I'm sure the move to N's server TPs will have been worth the effort.
Deleting message 36673 : RE: Instructions: Linking IB Accounts to Gar Wood


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