MC - financial advisor setting

May 6th, 2015, 09:08 AM

Hi guys,

this post should be interesting for most of you, i'am trying to setup Account Allocation throgh mc - ib, and i've to set the following parameters:

Group: a group of accounts should be created in TWS and the name of the group should be put to this field.
Method: a method of allocation for the group should be specified.
Percentage: percentage of allocation should be specified.

I've some doubt about Method and Percentage, for example what should i put under "Method" ? There's some particular parameters ?

Regards
No Erocla

Jura · May 15th, 2015, 03:25 AM

no erocla

Group: a group of accounts should be created in TWS and the name of the group should be put to this field.
Method: a method of allocation for the group should be specified.
Percentage: percentage of allocation should be specified.

I've some doubt about Method and Percentage, for example what should i put under "Method" ? There's some particular parameters ?

I believe that's in chapter 6 of IB's IB Advisor guide.

MC - financial advisor setting

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MC - financial advisor setting