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tradermike

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Joined: 12/21/2004
Location: Folsom

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Subject : RE: OT and IB Master/Advisor Account using TWS
Posted : 9/3/2014 6:21 PM
Post #33541 - In reply to #33539

Well this is a limitation in OT, as IB will not lift a finger to help resolve the issue. Basically, you cannot manage sub accounts via OT/VT through the advisor login. (FYI: a true fix would require Nirvana to overhaul the brokerage module...and that is probably [and understandably] low on the todo list.)

One thing I have done in the past, is to run more than one instance of TWS - where each instance is logged in using the sub-account credentials (i.e not as the advisor). Granted this is clunky, and well, it sucks. But it did work. So if you are only interested in a small number of sub-accounts, that "may" be an option.

That said, I have not tested this configuration for quite some time...so I cannot say whether that workaround is still viable. As recalled, I had to use a different port number for each instance (in the TWS setup area) and then I had to let OT/VT know this info as well.

Regards,
--tradermike

Deleting message 33541 : RE: OT and IB Master/Advisor Account using TWS


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