Recent content by MuscleHead

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    Sterling API Developer Thread

    Hi, Would anyone have an example of how to submit an option spread order with the Sterling API? When calling GetOrderList(), each leg of a spread order comes back as a different order (what a mess), together with an order for the actual order. Is that how they are supposed to be submitted as...
  2. M

    Sterling API Developer Thread

    Perhaps this could help: http://stackoverflow.com/questions/7197506/how-to-repair-comexception-error-80040154
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    IB API: FA Allocation Profiles & Combination orders

    It turns out it's only an issue with demo accounts (fdemo). With paper trading accounts and real accounts, allocation profiles + combinations work just fine. IB knows about the issue, so I'm sure it will be fixed at some point -- but of course demo account issues have lower priority than live...
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    IB API: FA Allocation Profiles & Combination orders

    Hello, Can anyone confirm that one can't use Financial Advisor Allocation Profiles with combination orders? I'm able to place Allocation Profile orders with single equity and options. However, when I try to do the same thing using a combination (like a spread, etc.), then the order just...
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    Terry's Tips - A Cautionary Tale

    Does anyone know why the SEC filing against Terry's Tips ( http://www.sec.gov/litigation/complaints/comp19291.pdf ), and Weiss Research ( http://www.sec.gov/litigation/admin/2006/ia-2525.pdf ) even mention autotrading? In Weiss Research paragraph 22 it says "[Weiss Research] effectively had...
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    IB Secure Device

    That's a good idea :) You won't actually send me a token, right?
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    IB Secure Device

    Salvatore, I have successfully opted out of using the security token after receiving it in the mail, for one of my accounts. I have a few accounts -- some personal, some corporate. Because I'm going to be away from home for several weeks, I wanted to pre-emptively opt out for those accounts...
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    canadian tax question

    I'm not an expert, but I did look into this a while ago. Problem with setting up a corporation for trading is that it might be deemed a "personal holdings corporation" (I think that's the correct term, similar to a "personal services corporation"), which means you would lose pretty much all...
  9. M

    Investment Advisor Customer Agreement

    lol! Maybe I'll try that, if all else fails :)
  10. M

    Investment Advisor Customer Agreement

    Hi, Would anyone know where online to find sample customer agreement forms that RIA's can use? Or would anyone be willing to share the agreement that they use? Thanks!
  11. M

    RIA State Requirements

    Is there a list of the different state requirements for Investment Advisers? I know nasaa has links to each of the state organizations, but hasn't someone compiled a single, easy-to-browse list? Thanks!
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