Vendors
Interactive Brokers
1. Before start
In order to start working with Interactive Brokers make sure that you have done everything necessary:
1. Open account, if you don’t have it. For the first time we recommend to use demo account (Login - edemo, password - demouser)for testing and learning.
2. Download and install the latest version of PT multistation from the
3. Download and install the latest version of TWS
Note: You can ask our support team in order to get demo account settings.
3. Connection to Interactive Brokers server
In order to connect to Interactive Brokers server via PT multistation, do the following:
1. Run PT multistation, create new connection and select Interactive Brokers from the list of available connections. Follow simple logic filling in all required fields and click Finish button.
2. Run TWS
3. Login with your real or demo account.
4. Check " Enable ActiveX and Socket Clients" from main menu Configure/API.
5. Switch to PT multistation and click connect in the login screen. 
6. In case all is done properly TWS will ask you to allow incoming connection when you click connect. Please press "Yes".
Use Remember checkbox to make PT multistation remember your credentials for further use. Do not close TWS during your work with Interactive Brokers. Otherwise PT multistation will not be able to work with it.
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Testimonials
I do not know if you are a principal in your firm. Either way, please show this to your co-workers, that, I think you did an AMAZING job with me so far, and that you were very helpful, professional, knowledgeablem and patient, for me, completely new to your software. So far, I'm impressed with PFsoft and you very willing and helpful customer service.
Michael G. Mansfield, Mansfield Capital Management Corp.