My main user at IBKR has an individual brokerage account and a Roth IRA account. And I created a secondary user for my brokerage account to use TWS API to automate my trading strategy. Now that I want to apply the same algorithm to my Roth IRA account as well, is there a way to create a secondary user that is linked to both my accounts? I want to avoid opening two Gateweay instances. I also don't want to use my master user for API purpose as I often add some manual trading for those two accounts from day to day. I submitted a ticket but have never gotten a reply smh.
Create a secondary user to use TWS API for multiple accounts
- Thread starter a1anx
- Start date
Hi, I use the OrderRef attribute to tag and separate algorithms. That is an attribute that will have any value of your preference. Once you receive an update for an order the OrderRef will be there, so you can act on it.
The ClientId attribute let you create independent connections with the gateway. Try to use a different ClientId for every instance, those will act as independent users.
What do you mean with "two accounts"?
Is it:
(1) two different user names and passwords to log onto TWS/Gateway, or
(2) one username with password, having two account numbers (e.g. Uxxxx)?
If it is (1) then you need to start an TWS/Gateway instance for each of the user names. If it is (2) then one instance of TWS/Gateway is sufficient.
Sorry I wasn't clear enough in my original post.
I have Username A that is linked to:
1. Individual brokerage account (U1234),
2. IRA (U5678)
And I currently have Username B ("secondary") that is linked to:
1. Individual brokerage account (U1234)
I am using Username A to log into TWS or IBKR mobile for some manual trading stuff, and Username B for automation. But now I want to add automation to my IRA account. Is it possible to link Username B to my IRA account (U5678)? I couldn't find a way to do it in the website. And I was told by IBKR rep via security message that it's not possible to have a secondary username to control both accounts, only master user (I'm assuming it's Username A) can do it.
I have Username A that is linked to:
1. Individual brokerage account (U1234),
2. IRA (U5678)
And I currently have Username B ("secondary") that is linked to:
1. Individual brokerage account (U1234)
I am using Username A to log into TWS or IBKR mobile for some manual trading stuff, and Username B for automation. But now I want to add automation to my IRA account. Is it possible to link Username B to my IRA account (U5678)? I couldn't find a way to do it in the website. And I was told by IBKR rep via security message that it's not possible to have a secondary username to control both accounts, only master user (I'm assuming it's Username A) can do it.