Interactive Brokers: Advisor Account can't place order, how to solve?

B

ben.lai

I am using a "friends and family account" and set a default allocation group for two accounts

After an order is executed and i tried to place another order,
it pop up a message
"Account F6XXXXXX doesn't have trading permission"

I solved it by uninstall TWS, delete the C:Jts folder and then reinstall
But whenever an order is executed, the problem occur again.

Please help, Thanks!
 
Jeez -- I would definitely call IB on that one -- and pronto!

As far as quick things to check??
Did you create/transmit the first order through the FA?
(I would make sure that your account roller is set on the correct account.)
Next, I don't know how you're forming your trades, but get into Edit/Global_Configuration, and check the various specs --
Quote Monitor pages
Order Format pages
Order Preset pages
and finally, the Adviser defaults, and make sure there is nothing off-kilter there.

FWIW, mine has worked fine for a couple of years -- which also means I'm not of much help. :(

Let us know what the issue was, and how you resolved it!
BEST WISHES.:thumbsup::thumbsup:
 
If you trade Futures we can do the back office allocation for you. All reflected within minutes on the portal.
 
tommcginnis said:
Jeez -- I would definitely call IB on that one -- and pronto!

As far as quick things to check??
Did you create/transmit the first order through the FA?
(I would make sure that your account roller is set on the correct account.)
Next, I don't know how you're forming your trades, but get into Edit/Global_Configuration, and check the various specs --
Quote Monitor pages
Order Format pages
Order Preset pages
and finally, the Adviser defaults, and make sure there is nothing off-kilter there.

FWIW, mine has worked fine for a couple of years -- which also means I'm not of much help. :(

Let us know what the issue was, and how you resolved it!
BEST WISHES.:thumbsup::thumbsup:
More...

Haha....Thanks!!!
I finally call IB (US), they taught me the setting of default allocation have to choose "Reserve Default"
 
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