SteveL Veteran   Posts: 262 Joined: 8/19/2005 Location: Boulder, CO  User Profile | Hello, Interactive Brokers traders Have any of you configured a "Friends & Family" master/advisor account at IB to manage multiple "client" accounts (e.g. your IRA, spouse's IRA, trading entity, etc.)? Have you connected OT to TWS through the master/advisor account to trade in one of the "client" accounts? I've tried this. When I connect OT to TWS, I briefly see the positions (evidenced by the up/down arrows in the "Pos" Focus List column), but then they disappear. There isn't any way (that I can find) in OT to choose which account to display current positions. (For those who do not use IB, the "Portfolio" function is not enabled when connected to IB.) When you place an order, there is a dropdown to choose which account to place the order. So, there is account information (at least the account #) flowing back from TWS to OT. But, I have been unable to figure out how to display current positions in OT (other than the brief glimpse as OT is connecting to TWS). Thanks for any advice on what configuration option I'm not finding. By the way, when I connected directly to the client account (rather than through the master account) I was able to see the positions in OT. I've re-enabled the client account for trading, so I can fallback to connecting directly to the client account, if necessary. But, I'd rather access the client account through the master account, if that is possible. | |
