• All Files

 

Getting Started: IB Investment Manager -
Single Fund Account

This Getting Started guide provides a comprehensive collection of the tasks you will want to complete as a new IB Investment Manager of a Hedge and Mutual Fund Account - Single Fund Account. The guide assumes that you are the investment manager.

As an IB Investment Manager of a Single Fund Account, you manage a single Hedge or Mutual Fund account with multiple users. You fund a Single Fund Account directly in Account Management, then trade for the Fund in Trader Workstation. You cannot upgrade a Single Fund Account to a Multiple Fund Account. Customers with a single Fund who plan to open additional Funds in the future should open a Multiple Funds Account.

Please note that this guide is designed as a reference for new users, and comprises a very small subset of the information and trading features available to you through IB and the TWS.

Must Consider:

• Understand how to Log in to Account Management.
• Activate your Secure Login System security device.
• Understand the process and timing of account funding:
• Fund Your Account
• Configure permissions:
• Trade:
• Configure Trading Permissions
• Subscribe to Market Data
• Log in to TWS
• Add Market Data Lines
• Real-time Activity Monitoring
• Familiarize yourself with activity statements and other features of our reporting system.

May Want to Consider:

• Add Users to the Account
• Open a Paper Trading Account
• Use Soft Dollars
• Adding Administrators
• Investors' Marketplace