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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...

Perhaps this could help: http://stackoverflow.com/questions/7197506/how-to-repair-comexception-error-80040154

No, sorry.

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...

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...

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...

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

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...

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...

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

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!

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!

Hey Salvatore can I get you to help me out -- I did send an inquiry ticket to get a confirmation from IB, but the response I got seems to contradict what you mentioned in here. I can't tell if this is a misunderstanding between you and I on this thread or between me & IB in my ticket. I sent...

I don't know how you make the jump from "Canadian person can't open US Trading account" to "Canadian person can't control a US trading accont that belongs to a US person". HoundDogOne, I appreciate your point of view, but I would still like to hear from Salvatore (Salvatore, pls take a look...

I think you missed the jist of the questions -- and you're not the only one, so allow me to clarify: I don't disagree with that. The question was more about IB itself. First, as someone with a Financial Advisor (FA) account with IB Canada, can I "invite" customers that reside in the...

No kidding. Talk about barrier to entry! No wonder there's not much innovation in the financial industry services. Would you have any suggestions about how do I find a lawyer that knows what he's talking about? Not everything in the business world. Just everything in the over-regulated...

I do, along with my Conducts & Practices Handbook, Options Licensing Course, Futures Licensing Course, and Derivatives Fundamentals. Taking (and passing) courses is not a problem. The problem is other barriers to entry like "the individual has been employed for five years performing...

Hello, I live in Ontario. I subscribe to an investment newsletter which I think is pretty good. I would like to sell a service to other subscribers of the newsletter where I do their trading for them. All the trades that I would be doing would be either based on the newsletter...

Hey Salvatore, I was delighted with your answer. I've been trying to confirm your answer with IB Canada's customer rep, and they say that the American IB system is separate from the Canadian IB system -- that even if I am registered, I won't be able to place orders on behalf of American IB...

Oh oh -- another question: let's say that I was given false information about the w-8ben, and that I thought that it was normal to be subject to a 30% withholding rate on dividends (even with a properly filled-out w-8ben). This goes on for a couple of years. Is there any way that I can...