How to create a sub account at Interactive Brokers just for C2 AutoTrading

If you already have a current, funded and approved account with Interactive Brokers, it's easy to create your new C2 AutoTrade-only account.

IB just rolled out a new portal with a completely different interface. Check out this short video to help you navigate the new portal. 

https://www.screencast.com/t/AAWNyQE1yYd

  • From your Client Portal, go to Tools and Services.
  • Select Settings then Account Settings.
  • This will load an Account Management area.
  • On the right hand side, under Configuration, select Create, Manage, Link or Partition an Account, hit Configure.
  • On the next page, select the first, topmost option: Create a New Individual, Joint or IRA Account that will be linked to My Existing Account under a single Username and Password, hit Continue.

 

 Note: Do not select any options relating to Administrator or Advisor/Broker Account Setup.

 

 

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