Someone was mentioning somewhere in this message board that he is using IB's beta version of Universal Account. What is the procedure to upgrade stock margin account to universal account (beta version for now)? I will call IB on Monday, but if anyone has some idea about it is appreciated. I specifically would like to know how is the beta version? Is it working well? Thanks.
I am a beta tester, don't know if they are letting more people on at this stage, def would be the one to ask. I've had a few problems with it, and as it is not supported by the help desk yet, if I were you I would wait until it is officially released.