tradermike![]() Veteran ![]() Posts: 116 Joined: 12/21/2004 Location: Folsom ![]() | 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 |