Organize Managed Accounts

The Organize Managed Accounts window is available if you have 2 or more accounts. The window allows you to create and manage group accounts.


The window contains two lists of accounts. You can select a group account by choosing the appropriate account number from the drop down box at the top of the list. The list under the drop down box contains all of the accounts that are a part of the group specified in the drop down box. You can move accounts between the two lists by selecting the account or several accounts and using the buttons > and <.  You can move accounts from the Non-Managed pool to a group account, from a group account to the Non-Managed pool, or from one group account to another group account.


You can create a new group account by clicking the button “Create New Group”. The new group is created empty. You cannot create a new group if you already have an empty group.

Accounts cannot be moved in or out of a managed group if there are certain open orders or positions on the group or the account.