Interactive Brokers Guide — Multi-Account Strategy, Risk-Tiered Trading & Security

📅 July 23, 2026⏱️ 16 min read🏷️ Trading Guide

Summary: Interactive Brokers (IBKR) is the institutional-grade brokerage that serious traders and long-term investors gravitate toward — but most people use less than 20% of its capabilities. This guide covers everything from account structure, risk-tiered strategies, and trade execution to the multi-subaccount architecture that lets you isolate strategies by purpose and harden your assets against catastrophic loss. Whether you manage $10,000 or $10 million, the principles here will help you use IBKR like a professional.

Why Interactive Brokers?

Before diving into strategy, it's worth understanding why IBKR has become the default platform for serious global investors. This is not a platform optimized for beginners — it is a platform optimized for people who want institutional execution quality, global market access, and the lowest possible cost of capital.

🏦 Why Professionals Choose IBKR

Margin rates from benchmark + 0.5% to 1.5% — often 5–7x cheaper than competitors like Schwab, Fidelity, or Robinhood
Global market access across 150+ exchanges in 33 countries — trade stocks, options, futures, forex, bonds, metals, and crypto from a single login
Multi-currency accounts with spot FX rates at near-interbank spreads — convert between 26 currencies without a separate forex account
SmartRouting that searches for the best execution across exchanges, dark pools, and market makers — saving 0.5–2% per trade vs. standard routing
Portfolio Margin for qualified accounts — risk-based margin that can reduce requirements by 50–70% compared to Reg T for hedged portfolios

But the feature that separates IBKR from every other retail brokerage is its sub-account architecture — the ability to create multiple linked accounts under a single login, each with its own strategy, risk budget, and isolation from the others. We'll return to this in depth. First, the foundation.

Getting Started — Account Setup Done Right

Account Types

IBKR offers several account structures. Which one you choose depends on your legal situation, tax residency, and whether you manage money for others:

Account Type	Best For	Key Features
Individual	Personal trading and investing	Full access to all asset classes; margin, options, futures permissions available
Joint	Couples, business partners	Shared ownership; both parties have trading authority
IRA (Traditional / Roth)	U.S. tax-advantaged retirement	Tax-free or tax-deferred growth; limited margin (no borrowing); options level restrictions
Trust	Estate planning, asset protection	Legal separation of assets; trustee-managed
LLC / Corporation	Trading businesses, family offices	Business-level margin, expense tracking, multi-user access
Friends & Family Advisor	Managing accounts for multiple people	Master account with client sub-accounts; fee billing; consolidated reporting
Proprietary Trading Group	Multi-trader firms	Risk limits per trader; allocation management; multi-user permissions

Practical advice: Start with an Individual account. Once funded, you can create additional linked sub-accounts (discussed below) from within Client Portal. You do not need to open separate applications for each sub-account — IBKR allows you to add them from your master account dashboard.

Trading Platforms

IBKR offers four interfaces, and which you use depends on your trading style:

Client Portal (Web): Best for basic portfolio monitoring, funding, reports, and simple trades. Use this for account management, not active trading.
Trader Workstation (TWS): The flagship desktop application. Steep learning curve, but unmatched power. Mosaic interface is the standard for multi-monitor setups. Essential for options chains, advanced orders, and portfolio margin monitoring.
IBKR Mobile: For monitoring and quick trades on the go. Surprisingly capable — supports multi-leg options, futures, and forex.
IBKR API: For algorithmic traders. REST and WebSocket APIs allow programmatic execution, market data streaming, and portfolio management. This is how GemStox and other signal services connect to IBKR for automated or semi-automated trading.

Key setting to change immediately: In TWS, go to File → Global Configuration → Display → Ticker Row and set "Show P&L" to visible. Also enable Order → Presets to pre-configure your default order types, time-in-force, and quantity defaults. These small configuration changes eliminate costly input errors during fast markets.

The Multi-Subaccount Architecture — Strategy Isolation by Purpose

This is the single most powerful and underutilized feature of Interactive Brokers. Most traders coming from Schwab, Fidelity, Robinhood, or E*TRADE are accustomed to a single account where everything lives together — retirement funds mixed with trading capital, cash reserves sitting next to aggressive options positions. This is operationally dangerous and psychologically corrosive.

IBKR allows you to create multiple linked sub-accounts under a single master login. Each sub-account has:

Its own cash balance and margin settings
Its own trading permissions (you can restrict an account to stocks only)
Its own market data subscriptions
Its own P&L reporting and tax tracking
Complete isolation from the other sub-accounts

🧩 Recommended Sub-Account Architecture

A professional setup with five sub-accounts, each serving a distinct purpose:

Account	Purpose	Allocation	Instruments	Risk Level
1. Core Portfolio	Long-term wealth compounding	50–60%	ETF, individual stocks, bonds	Low–Moderate
2. Income Engine	Dividend + options premium	15–25%	Dividend stocks, covered calls, cash-secured puts	Moderate
3. Active Trading	Signal-based swing & momentum	10–15%	Stocks, simple options (GemStox signals)	Moderate–High
4. Speculative	High-conviction asymmetric bets	5–10%	Options spreads, leveraged ETFs, futures	High
5. Cash Reserve	Dry powder + emergency liquidity	5–10%	Money market, T-bills, idle cash	None

Why This Architecture Matters

Separating your capital by purpose does more than satisfy an organizational impulse. It creates behavioral guardrails that prevent the most common portfolio-destroying mistakes:

You cannot accidentally trade your retirement on a high-conviction bet. The speculative account is walled off. If you blow it up — a 100% loss — you lose 5–10% of your net worth, not 50%.
Margin calls in one account do not liquidate another. IBKR treats each sub-account independently for margin purposes. A margin call in your active trading account will not force liquidation of your core portfolio.
You see the true performance of each strategy. When everything is pooled, it's easy to tell yourself your trading is profitable when it's actually being subsidized by your buy-and-hold positions. Separate P&L tracking reveals the truth.
Withdrawal discipline. Selling from your core portfolio should feel different from spending trading profits. The friction of moving money between accounts creates a deliberate decision point.
Tax optimization. Different account types (IRA, individual, trust) can be organized within the IBKR master account structure for consolidated reporting with tax-aware allocation.

How to create sub-accounts in IBKR:

  Client Portal → Settings (gear icon) → Account Settings → Create, Move, Link, or Partition an Account → Create Linked Account. You will need to answer a brief questionnaire about your trading experience for the new account. The process takes 5–10 minutes and the account is typically active within 24 hours.

Strategy by Risk Profile — What to Trade in Each Account

Now that the architecture is clear, let's match specific strategies to each account type based on risk tolerance. Each strategy includes the specific order types and IBKR execution settings to use.

Conservative / Low-Risk (Core Portfolio)

Objective: Inflation-beating returns with minimal drawdowns. Capital preservation first, growth second. For investors who cannot tolerate a 20%+ drawdown — retirees, near-retirees, and institutional trustees.

Strategy	Allocation	Expected Return	Max Drawdown Target	IBKR Execution
Broad-market DCA	40–50%	6–9% annual	15–20%	Set up recurring investment via Client Portal → Trade → Recurring Investments. Choose VTI, VOO, or VT on a fixed schedule. IBKR supports fractional shares — you can auto-invest $500 weekly into VTI.
Bond Ladder	20–30%	4–6% annual	3–5%	Use IBKR Bond Scanner (TWS → Analytical Tools → Bond Scanner). Build a ladder of U.S. Treasuries with staggered maturities every 6–12 months. IBKR's bond pricing is among the best available to retail.
Dividend Aristocrats	15–20%	7–10% total return	15–25%	Use Fundamental Explorer in TWS to screen for 10+ year dividend growth, payout ratio < 60%, and FCF yield > 3%. Use limit orders — never market orders on lower-volume dividend stocks.
Cash/Money Market	5–10%	3–5%	0%	IBKR pays interest on idle cash balances above $10,000 (subject to tier). Alternatively, sweep into T-bills via the bond scanner. Unlike many brokers, IBKR passes through the Fed Funds rate minus a small spread.

Moderate Risk (Income Engine + Core Portfolio Additions)

Objective: 8–15% annual returns with drawdowns managed below 25%. Requires active management but positions are structured for defined outcomes. For investors with 5–15 year horizons who can tolerate volatility but not permanent loss.

Strategy	Allocation	Return Target	Max Risk	IBKR Execution
Covered Calls	On 30–50% of core holdings	+3–8% annual yield boost	Caps upside; zero additional downside risk	In TWS, select your position → right-click → Option Chain. Sell out-of-the-money calls at 15–25 delta, 30–45 days to expiration. Use the OptionTrader panel for multi-leg display. Always use limit orders on options — the bid-ask spread on less liquid strikes can cost 2–5% with market orders.
Cash-Secured Puts	On stocks you want to own at a discount	+2–5% monthly premium	Must buy 100 shares if assigned	Sell puts at strike prices below current market on stocks with strong fundamentals. Only write puts on companies you would be happy to own. IBKR will reserve the full cash requirement — ensure you have sufficient buying power in this sub-account.
Sector Rotation with Signals	10–20% of total portfolio	10–18% annual	20–30% drawdown	Use ETF scanners integrated with momentum and fundamental signals. Rotate into the top 2–3 sectors showing relative strength and improving fundamentals. Execute with limit orders using TWS BasketTrader to rebalance multiple positions simultaneously.
GemStox Consensus Signals	Per signal allocation rules	15–25% annualized per trade (target)	Per-trade capital at risk: 1–3%	When a consensus signal fires (multiple strategy classes agree), enter with a bracket order: limit entry + OCO (one-cancels-other) stop-loss and take-profit. In TWS, use the Order Preset to automate this bracket structure. Alternatively, configure IBKR API access for automated signal execution.

The Bracket Order — Your Most Important IBKR Order Type: A bracket order is a parent order with two child orders — a take-profit limit order and a stop-loss order — that are automatically placed when the parent fills. If one child executes, the other is canceled automatically. This means your exit strategy is live the moment you enter a position. To create one in TWS: Order Type → Bracket, then set your profit taker limit and stop loss. This is the single best risk management tool available to retail traders.

Aggressive / High-Risk (Speculative Account)

Objective: Asymmetric returns — small amounts of capital seeking 5x, 10x, or total loss. This account should be small enough that its complete destruction would be annoying but not life-altering. The strategies here are for the capital you can afford to lose entirely.

Strategy	Max Allocation	Return Profile	Risk	IBKR Execution
Credit Spreads (Vertical Put/Call Spreads)	5–10% of speculative capital per trade	15–30% return on capital per month (target)	Defined: max loss = spread width minus credit received	Use TWS OptionTrader → Spread Builder. Select the underlying, choose put or call spread, set your width (typically 5–10 points wide on liquid underlyings), and target 15–25% credit relative to width. Close at 50% of max profit or 21 days to expiration, whichever comes first. IBKR's Risk Navigator will show your exact exposure before entry.
Momentum Breakouts	3–7% of speculative capital per trade	20–50% per winning trade; 10–15% per loser	High; requires strict stop-loss discipline	Use TWS Scanner to filter for stocks breaking key resistance on 2–3x average volume. Enter with a stop-limit buy order to confirm breakout. Set a hard stop-loss at 2–3% below entry (or below the breakout level). Use the Chart Trader in TWS to drag stops visually on the chart as the trade moves in your favor.
Leveraged ETFs (Directional)	3–5% of speculative capital per trade	2–3x the daily move of the underlying; do not hold overnight without understanding decay	Extremely high; volatility decay destroys value in sideways markets	Use market orders for leveraged ETFs during regular hours (they are highly liquid). Never hold overnight unless you have a strong directional thesis. Use TWS Alerts to set price triggers. Understand that products like TQQQ and SQQQ reset daily — their multi-day performance can deviate dramatically from 3x the underlying.
Futures / Micro Futures	2–5% of speculative capital per contract	Leveraged exposure to indices, commodities, currencies, bonds	High leverage; margin requirements are low relative to notional value	IBKR's futures commissions are among the lowest in the industry ($0.25–0.85/contract). Use TWS BookTrader for futures to see depth of market and place orders with single clicks. Start with Micro E-mini S&P (MES) at $5/point rather than the full ES at $50/point. Set a guaranteed stop with a bracket order before entry — futures gaps can exceed your stop.

⚠️ The Speculative Account Rules

Never fund it with more than 10% of your total portfolio. This is non-negotiable. If it triples, rebalance profits into your core portfolio. If it goes to zero, you live to invest another day.
Never add capital after a loss to "make it back." This is the single fastest way to destroy a trading career. The speculative account has a fixed capital base. If you lose it, you wait until you have saved new capital from income — you do not bleed your core portfolio to chase losses.
Withdraw half of every significant win. A 100% gain means you move 50% of the account to your core portfolio. This locks in compound growth rather than letting it ride back to zero.

Order Types and Execution — The IBKR Toolkit

IBKR offers more order types than almost any retail platform. Most traders use three. Here is what you actually need — and, critically, when to use each:

Order Type	Use It For	Do NOT Use It For	TWS Shortcut
Limit Order	Stocks, ETFs, options — your default for 90% of trades. Guarantees price; does not guarantee fill.	Market panics, fast-moving breakouts where fill certainty matters more than price	Click price on the ladder or chart; set limit in Order Entry panel
Market Order	Highly liquid ETFs (SPY, QQQ), forex, treasury bonds. Use when fill certainty outweighs price precision.	Individual stocks, options with wide spreads, pre-market / after-hours (spreads are extreme)	Click "MKT" button in Order Entry
Stop Order (Stop-Loss)	Protective exit. Triggers a market order when a price threshold is breached.	Volatile stocks where a momentary spike can trigger the stop — use stop-limit instead	Right-click position → Attach → Stop Order
Stop-Limit Order	Exit with price floor. Triggers a limit order when stop price is reached. Protects against extreme slippage.	Panic selloffs where the limit may never fill and you are left holding a crashing position	Order Type dropdown → Stop Limit
Bracket Order	Entry + take-profit + stop-loss in a single parent order. Use for every swing trade.	Position adjustments where you want to manually manage exits	Order Type → Bracket; configure profit taker and stop loss
Trailing Stop	Letting winners run while protecting gains. The stop price follows the market at a fixed distance.	Choppy / range-bound markets where it will get stopped out repeatedly	Right-click position → Attach → Trailing Stop
OCO (One-Cancels-Other)	Two conditional orders where filling one cancels the other. Enter long OR short, take profit OR stop loss.	Simple entries — use a bracket for entry + exit pairs	Order Type → OCO Group
Conditional Order	Trade based on an external trigger — price of another stock, time of day, volume threshold, news event.	Standard entries where simpler order types suffice	Order Type → Conditional; configure trigger conditions

Pro tip — IBKR SmartRouting: In TWS, go to Order → SmartRouting and configure your routing preferences. The default "Smart" setting searches for the best price across exchanges, dark pools, and market makers simultaneously. For large orders (>500 shares), consider enabling IBKR's Adaptive Algo (Order Type → IBALGO → Adaptive) which slices your order into child orders to minimize market impact while prioritizing fill speed or price — you choose the priority.

IBKR Security Hardening — Protecting Every Sub-Account

Interactive Brokers has one of the strongest security postures among retail brokerages, but that only matters if you configure it correctly. The default settings are adequate. The hardened settings below are what professionals use.

1. Two-Factor Authentication with IB Key

IBKR's IB Key is a mobile-based second factor integrated into the IBKR Mobile app. It is not SMS-based (which is vulnerable to SIM-swapping) and not reliant on a separate authenticator app. After enrollment, every login and every withdrawal requires confirmation through the app.

Setup: Client Portal → Settings → User Settings → Security → Secure Login System → Enroll in IB Key. You cannot complete this on desktop alone — you must have the IBKR mobile app installed. Once enrolled, disable SMS fallback — SMS-based recovery is the weak link in most two-factor implementations.

2. IP Address Restrictions

IBKR allows you to restrict login access to specific IP addresses or ranges. If you always trade from home and office, whitelist those IPs and block everything else. This prevents credential theft from being useful even if an attacker obtains your username and password.

Setup: Client Portal → Settings → User Settings → Security → IP Restrictions. Enter your static IP(s). If your ISP gives you a dynamic IP, use a VPN with a dedicated IP address. The inconvenience of connecting through a dedicated IP VPN is trivial compared to the consequence of a compromised account.

3. Read-Only User Access

If you employ an accountant, financial advisor, tax preparer, or even a family member who needs to see your portfolio, create a read-only user rather than sharing your credentials. This user can view holdings, statements, and trade history but cannot place trades, withdraw funds, or change account settings.

Setup: Client Portal → Settings → User Settings → Manage Users → Add User → Access Rights → Read Only.

4. Withdrawal Whitelisting and Alerts

IBKR allows you to pre-register the bank accounts to which withdrawals can be sent. Any withdrawal to an unregistered account is automatically blocked. Additionally, configure alerts for any withdrawal, login from a new device, or account setting change.

Setup: Client Portal → Settings → Bank Accounts → Add/Manage. Then Settings → Alerts → Configure Alerts → select Withdrawal Request, Login from New Device, and Account Settings Changed.

5. Sub-Account Permissions by Risk Level

For each sub-account, configure trading permissions appropriate to its strategy risk level:

Account	Recommended Permissions	Explicitly Disable
Core Portfolio	Stocks, ETFs, Bonds, Mutual Funds	Options, Futures, Forex, Margin borrowing beyond 25%
Income Engine	Stocks, ETFs, Covered Calls, Cash-Secured Puts	Naked options, Futures, Forex, Portfolio Margin
Active Trading	Stocks, Simple Options (Level 2–3), ETFs	Naked calls, Futures, Forex
Speculative	Full permissions as qualified	None — but this account must be walled off from all others
Cash Reserve	T-bills, Money Market, idle cash	All trading permissions. This account is a vault, not a trading vehicle.

Setup: Client Portal → Settings → Account Settings → Trading Permissions. Configure independently for each sub-account. Changes typically take effect within 24 hours.

🔒 Security Checklist — Do These Today

Enroll in IB Key and disable SMS fallback
Set up IP restrictions if you trade from fixed locations
Create a read-only user for anyone who needs portfolio visibility
Whitelist withdrawal bank accounts and block all others
Configure alerts for withdrawals, new device logins, and setting changes
Set per-account trading permissions matching each sub-account's risk profile
Enable two-factor for API connections if you use the IBKR API for automated trading
Review logged-in sessions under Settings → Security → Active Sessions and terminate any you do not recognize

Funding and Currency Management

IBKR's multi-currency capabilities are among the best in the brokerage industry. If you trade international stocks or hold foreign currency, understanding this system saves significant money.

Base Currency

Your base currency determines how your portfolio value and P&L are reported. For most U.S.-based investors, this is USD. You can set a different base currency if you think in EUR, GBP, CHF, etc.

FX Conversion — Never Use Your Bank Again

IBKR's forex spreads are near-interbank — typically 0.1–0.2 basis points on major pairs, versus 2–5% at a retail bank. To convert currency:

In TWS or Client Portal, open an FX order ticket (TWS: File → New Window → FXTrader)
Select the pair, e.g., USD.EUR (buying EUR with USD)
Use a limit order at the mid-price — the spread on major pairs is typically 0.1–0.5 pips
The converted balance appears instantly in your account

Important: IBKR does not allow its forex functionality to be used purely for currency speculation on standard accounts. If you convert currency and then immediately convert back without an underlying securities transaction, IBKR may flag your account. Convert currency when you actually intend to use it for trading foreign securities — which is its intended purpose.

Funding Methods

Method	Speed	Limit	Cost
ACH (U.S. bank)	1–2 business days; credit holds up to 4 days	$100K/day (typical)	Free
Wire Transfer	Same day if initiated before cutoff	Virtually unlimited	Free (one free wire withdrawal per month; receiving is always free)
ACATS Transfer	5–10 business days	Entire account value	Free; IBKR may reimburse the sending broker's transfer fee
Bill Pay / Check	5–10 business days	Varies	Free
Connect via Plaid	Instant credit up to $25K; remainder in 4 days	$100K	Free

Reporting and Tax Management

IBKR's reporting suite is comprehensive but can be overwhelming. Here is what matters for sub-account management:

Activity Statements: Client Portal → Reports → Activity. Generate daily, monthly, or annual statements. For sub-accounts, you can generate statements per account or consolidated across all accounts.
PortfolioAnalyst: A free portfolio analytics tool that consolidates external accounts (via Plaid or manual entry) with your IBKR accounts. Use this to see your total financial picture, including 401(k)s, bank accounts, and real estate.
Tax Optimizer: Client Portal → Reports → Tax Optimizer. For taxable accounts, IBKR pre-calculates wash sales, cost basis adjustments, and provides tax lot selection methods. Configure your default tax lot method (FIFO, LIFO, Highest Cost, Specific Lot) in Settings → Account Settings → Tax Lot Matching Method.
1099 Forms: IBKR issues consolidated 1099s for U.S. taxable accounts. Sub-accounts each receive their own 1099, which is correct — they are legally separate accounts.

Tax lot selection matters: The default tax lot method for most brokers is FIFO (First In, First Out). For active traders, this can cause unnecessary tax liabilities. Consider switching to Highest Cost (sells the shares with the highest cost basis first, minimizing gains) or Specific Lot (you choose which shares to sell). The difference can be thousands of dollars in deferred taxes per year.

Integrating GemStox Signals with Interactive Brokers

For traders using GemStox consensus signals, here is how to integrate the signal stream with IBKR execution:

Step 1 — Receive the Signal

GemStox consensus signals fire when multiple independent strategy classes agree. You receive the ticker, direction, probability score, and suggested time horizon.

Step 2 — Validate in the Active Trading Sub-Account

Switch to your active trading sub-account in TWS (the account selector is in the top-right corner of the Mosaic window). Check that the signal aligns with your position size rules — typically 1–3% of account capital at risk per trade.

Step 3 — Calculate Position Size

Use the formula: Position Size = (Account Value × Risk %) ÷ (Entry Price − Stop Price). For example: $50,000 account, 2% risk = $1,000 at risk. Entry at $100, stop at $97 = $3 risk per share. Position size = $1,000 / $3 = 333 shares.

Step 4 — Enter with a Bracket Order

In TWS, set Order Type → Bracket. Enter your limit price, take-profit limit (based on the signal's target), and stop-loss (based on your risk calculation). The bracket order ensures both exits are live the moment your entry fills — no separate orders to manage.

Step 5 — Journal the Trade

Use IBKR's Notes feature (right-click the position → Notes) to record: the signal type, the strategy classes that agreed, your thesis, and your exit plan. Review these notes monthly to identify patterns in your winners and losers.

Common Mistakes to Avoid

Using one account for everything. This is the single most common IBKR mistake. It leads to margin confusion, psychological blurring, and inability to accurately attribute performance. Create sub-accounts from day one.
Using market orders on options. The bid-ask spread on options can be enormous. A market order on a wide spread can cost 5–10% of the trade before it even begins. Always use limit orders on options.
Ignoring the "What-If" risk analysis. Before placing any options trade, use IBKR's Risk Navigator (TWS → Analytical Tools → Risk Navigator) to simulate how your portfolio responds to market moves, volatility changes, and time decay. This takes 30 seconds and can prevent catastrophic surprises.
Letting cash sit idle. IBKR pays interest on cash balances above $10,000, but the rate is tiered and may not be competitive. If you hold significant cash in your Cash Reserve account, sweep it into short-term T-bills for an extra 50–100 basis points — the bond scanner makes this trivially easy.
Overtrading in the speculative account. If your speculative account generates more trades per month than your core portfolio, you have a gambling problem, not an investing strategy. The speculative account should be boring most of the time, punctuated by occasional high-conviction entries.

🎯 Key Takeaways

Sub-accounts are IBKR's superpower. A five-account architecture — Core Portfolio, Income Engine, Active Trading, Speculative, Cash Reserve — isolates strategies by purpose, protects against catastrophic loss, and enables accurate performance attribution.
Match strategies to risk profiles. Conservative accounts use DCA, bonds, and dividends. Moderate accounts add covered calls, sector rotation, and consensus signals. Aggressive accounts run credit spreads, momentum breakouts, and futures — but with strict capital isolation.
Master IBKR's order types. Bracket orders for every swing trade. Limit orders for options. Adaptive algos for large orders. Stop-limit (not stop-market) for exits on volatile names.
Harden security. IB Key + IP restrictions + withdrawal whitelisting + read-only users + per-account permission controls. Security is not a feature — it is the foundation.
Use the tools. Risk Navigator, PortfolioAnalyst, Tax Optimizer, Bond Scanner, and Chart Trader exist for a reason. Most IBKR users ignore them. The professionals use them daily.

⚠️ Risk Checklist — Before You Trade on IBKR

Have you created separate sub-accounts for each risk profile?
Have you set per-account trading permissions appropriate to the strategy?
Is your speculative capital limited to ≤10% of total net worth?
Do you have bracket orders configured with stop-loss and take-profit levels before every active trade?
Have you checked Risk Navigator before placing any multi-leg options position?
Are your withdrawal accounts whitelisted and alerts configured?
Is your tax lot method properly configured for your tax situation?