Difference between revisions of "How to Select a Broker Account For Trading"
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== For manual trading == | == For manual trading == | ||
| − | Select the account on the '''Chart Trading Panel in the Account Selector'''. | + | Select the account on the '''Chart Trading Panel in the Account Selector'''.<br>Find more info about manual trading [[Chart_Trading|here]]. |
| − | Find more info about manual trading [[Chart_Trading|here]]. | ||
== For auto trading == | == For auto trading == | ||
| − | Select the account in '''Format | + | Select the account in '''Format → Strategy Properties → Auto trading tab → Broker Plug-in section'''<br> |
| − | Click the gear icon to open the broker plug-in settings. If required, click '''Lookup''' to select the account. | + | Click the gear icon to open the broker plug-in settings. If required, click '''Lookup''' to select the account.<br> |
| + | For Interactive Brokers accounts with sub-accounts, it's required to specify the preferred account number in the '''Default Account''' field. | ||
<div style="background-color: #E3FBE5;">'''Note''': The account should be selected for each of your auto trading strategies. This setting is individual.</div> | <div style="background-color: #E3FBE5;">'''Note''': The account should be selected for each of your auto trading strategies. This setting is individual.</div> | ||
| − | + | Find more info about auto trading [[Getting_Started_with_AutoTrading|here]]. | |
[[Category:FAQ]] | [[Category:FAQ]] | ||
Latest revision as of 11:59, 12 December 2023
For manual trading
Select the account on the Chart Trading Panel in the Account Selector.
Find more info about manual trading here.
For auto trading
Select the account in Format → Strategy Properties → Auto trading tab → Broker Plug-in section
Click the gear icon to open the broker plug-in settings. If required, click Lookup to select the account.
For Interactive Brokers accounts with sub-accounts, it's required to specify the preferred account number in the Default Account field.
Note: The account should be selected for each of your auto trading strategies. This setting is individual.
Find more info about auto trading here.
