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MC - financial advisor setting
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MC - financial advisor setting

  #1 (permalink)
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turin italy
 
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MC - financial advisor setting

Hi guys,

this post should be interesting for most of you, i'am trying to setup Account Allocation throgh mc - ib, and i've to set the following parameters:
  • Group: a group of accounts should be created in TWS and the name of the group should be put to this field.
  • Method: a method of allocation for the group should be specified.
  • Percentage: percentage of allocation should be specified.

I've some doubt about Method and Percentage, for example what should i put under "Method" ? There's some particular parameters ?

Regards
No Erocla

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  #2 (permalink)
 Vendor: tradingcode.net 
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no erocla View Post
  • Group: a group of accounts should be created in TWS and the name of the group should be put to this field.
  • Method: a method of allocation for the group should be specified.
  • Percentage: percentage of allocation should be specified.

I've some doubt about Method and Percentage, for example what should i put under "Method" ? There's some particular parameters ?

I believe that's in chapter 6 of IB's IB Advisor guide.

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