Connecting to Brokerage+

Intro Video

Full Setup and use of IBKR and B+

NOTE: You will need to buy a live data plan from etrade in order to have the system work.
With no data plan purchased fills and quotes will not work.

Step 1

Client ID is only used in the case that there are multiple connections to Interactive Brokers (i.e.
from other programs). For your use, you should leave Client ID set to 0 (zero). You do have to
have set the API settings within TWS / IB correctly before you try to connect. It also helps to
have launched IB before you launch Trade Ideas.

In IB - select the Wrench icon in the top bar, select API Settings

Step 2

Select the API Precautions and make sure that they are all selected.

Step 3

In TI Select Disconnected and then Interactive Brokers Connect from the Brokerage Plus window to Connect.

If you are wanting a Live (Trading) connection, choose Port 7496 within Interactive Brokers and choose the TWS Live selection in Trade Ideas. If you are wanting a Paper Trading connection, choose Port 7497 within Interactive Brokers, and choose the TWS Paper connection within Trade Ideas. The two settings MUST be in agreement for the connection to be made.

Step 4

You should be able to use Brokerage Plus in either Live mode or in Paper mode, but the connection must be in agreement between the two programs.

Step 5

Please be sure that the "Allow Connections from Localhost only" box is checked at the bottom of the Interactive Brokers API settings screen.