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    IBKR asking for 'Source of Wealth' documents

    Governments are always looking for undisclosed income -- either proceeds of crime or undeclared income or undocumented transfers between countries or individuals. They're getting really testy about cryptocurrencies since the transactions have been untracked for so long. Perhaps your original IB...
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    Why IB API needs installing?

    I use Apache NetBeans. The JavaClient is a Maven project (pom.xml) so opening the project loads the various samples.
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    Why IB API needs installing?

    It's Windows - that's just the way it is. The installer installs all the different language packages (C++, c#, Excel, VB, Python, Java). That include registering various DLLs. It's also can repair or uninstall the API. There's more than some source code files.
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    What causes difference between simulated trades vs. real executed trades?

    I've used IB paper trading for a few years and it's good but not perfect. It can't handle high volume or high volatility or thinly traded stocks. It does seem to insert paper orders into a queue so orders get filled at the appropriate time. In high volume an order can be submitted but it isn't...
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    IB now opens 25 empty Book Traders

    I only use the Offline TWS. I decide when to update and can roll back if there's an issue. I keep all the previous versions.
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    TWS not showing all trades

    What you see in T&S depends on your data subscriptions plus TWS will aggregate the live feed so it doesn't fall behind. I think it updates three times a second.
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    Stock volume no longer being showed in multiples of 100

    It went back a forth for a few years. Some versions showed lots (of 100) and some showed shares. I see a lot of odd lots (e.g. 258 shares) these days so I guess buying in multiples of 100 is for rookies.
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    False data on Feed for IB

    Down in the corner of the main TWS window it says: Data provided by GFIS. Give them a call. I see dividend errors all the time (on various platforms and services). Sometimes it's the last quarterly or monthly value. Sometimes it's the last dividend times 4 or 12. Sometimes it's the trailing 12...
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    How do I download into Excel ....

    If you right-click on a watchlist you can import/export the financial instruments or you can export the page contents (all the columns). Both are in a CSV format that can be opened by Excel.
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    Login Loop Problem

    You might try a different browser. I use Firefox but have Chrome or Edge just in case something isn't working. I have run into the occasional web site where some key field or button isn't displayed correctly (it's there but invisible). It's also possible that a field has an error and the...
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    Login Loop Problem

    GoldDigger - I assume you're using the web interface. Once a year there's a mandatory account confirmation I need to step through. When I sign into the web site I'm stuck until it's complete. Is this what you're talking about? Normally I use TWS which doesn't force me into account management.
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    Can I launch TWS and PREVENT it from auto-updating to a newer version?

    If you trust me you can download standalone 1012.2v here. I download the current standalone version once in a while just in case.
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    Can I launch TWS and PREVENT it from auto-updating to a newer version?

    Why not use a standalone version now that you understand the issues? IB sort of supports older versions but at some point cuts them off and forces an upgrade.
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    Can I launch TWS and PREVENT it from auto-updating to a newer version?

    I've always downloaded the standalone stable and latest when I remember. Then I can go back if the new version isn't working the way I want. I'm currently using 9.81.3o. I don't know if it's true with the automatic update versions but if it doesn't delete the previous versions. The default...
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    IB Client Portal Immediate Logout Problem

    The first step is clear your cache and browser cookies. Run the browser in "safe" mode which disables all plugins. Try a different browser on the same computer. Try a different computer at you home. Does the router offer any advanced firewall or VPN features that are interfering with IB...
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    IB daily emails - how to stop receiving them?

    There is an unsubscribe link on IB marketing emails but you can also go to: https://www.interactivebrokers.ca/en/general/contact/optout.php For account related emails sign into IB, go to Performance & Reports >> Portfolio Analyst >> Reports >> Reports Delivery (Configure).
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    [call for action] IB is forcing 2FA

    That's dumb on IB's part. Simple is best.
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    [call for action] IB is forcing 2FA

    My 2FA is a plastic card IB sent me 20 years ago. It's a challenge-response with 224 codes on it.
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    How do you set TWS layouts for each computer?

    StatGuy - TWS already backs up your layout. One for each day of the week. Go to File ->Layout/Setting Recovery and pick the previous day. It won't include today's changes but it will be close. I use it when I accidentally close a window in my layout or I'm trying out different layouts and want...
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    TWS: How do a create a tab layout that can be copied/duplicated?

    On my grayed out layouts it says "This layout is already open". Other layouts are available. I guess a layout isn't a template. I haven't looked into duplicating a layout.
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