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IB TWS: add support for Advisor / Friends & Family Accounts #486392
08/10/22 21:19
08/10/22 21:19
Joined: Feb 2017
Posts: 1,554
Chicago
AndrewAMD Online OP
Serious User
AndrewAMD  Online OP
Serious User

Joined: Feb 2017
Posts: 1,554
Chicago
I have a Friends & Family account at IB because I manage multiple accounts.

I had no problems connecting to the IB TWS Gateway with the Zorro plugin, specifying a user’s account number in Accounts.csv while logged in as a Friends & Family advisor. The balance information appears correctly.

But there's one problem: If I place an order, I get this error:
!Order rejected - reason:Invalid or missing IBCustAcctNo AIV-STK--0.00--SMART/NYSE--USD

I assume that this field is normally left blank for single-user accounts. Apparently you need to be more specific than that if you manage multiple accounts from a single endpoint.

Re: IB TWS: add support for Advisor / Friends & Family Accounts [Re: AndrewAMD] #486398
08/11/22 21:40
08/11/22 21:40
Joined: Feb 2017
Posts: 1,554
Chicago
AndrewAMD Online OP
Serious User
AndrewAMD  Online OP
Serious User

Joined: Feb 2017
Posts: 1,554
Chicago
Oh, in fact I had the wrong account number in Accounts.csv, so it turns out orders are working now. Please disregard this post.


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