Has anyone here used IB's Third-Party Web API? Can you configure fees for connected client accounts the same way an Advisor account can (Example: charge a quarterly fee on returns over a benchmark index)?
Advisors who maintain roughly equal portfolio allocation across multiple client accounts: How do you do it?
I'm trying to use the NetLiq allocation but it doesn't seem smart enough to handle the case when a single client adds funds to their account. It also doesn't seem like NetLiq is concerned...