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SteveL

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Posts: 189

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

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Subject : RE: Second IB Account
Posted : 5/10/2016 9:06 PM
Post #35878 - In reply to #35875

Mark - Another alternative is to setup a Family/Advisor account, link the existing accounts to that Family/Advisor account, and then do your "first and primary" logon using that account. From that account, you can give trading authority to the "client" accounts. In this scenario, you don't have two logins associated with each account. Rather, you have an "Advisor" account which has authority to all your linked client accounts for monitoring, trading, etc., and each client account (if they've granted trading authority by the master/advisor) logs in with their existing login credentials. This is a total of 3 accounts, and 3 login ids.

One caveat: You cannot connect OT, VT or TP through the master/advisor account and trade (it'll connect, but you get weird results and responses - OT, VT and TP do not understand the 2 level account structure).

Check it out. I find it very convenient for monitoring multiple "client" accounts (e.g. my IRA, Roth IRA, spouse's IRAs, etc.).
Deleting message 35878 : RE: Second IB Account


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