I do a lot of trading in my main taxable IB account. Several of my intraday strategies are reliable and proven enough (and largely long only), that I would like to stop paying taxes on those consistent profits and earn these gains in my Roth IRA. I do not presently have my IRA at IB and would like to make sure this will be feasible before transferring it. A couple questions for anyone who trades both their IRA and regular account at IB: 1. Can/do you manage both accounts from the same TWS instance, or would I need one per account? I've read a little about advisor sub accounts that suggested that might be an option. 2. in terms of allocating trades, I read about pre-trade allocation settings and it seems like it might be possible to pick whether each trade would go to one account, the other, or some mix. If you use IB's trade allocation, I'd be happy to hear more about it. Is it possible to set allocation rules per ticker for example? I read about IB's post-trade allocation, but it wasn't what I hoped (i.e. winners to IRA, losers split with the Feds) . 3. Any other IRA-related issues I should be aware of at IB? I'm guessing no short selling or portfolio margin unless you go the self-directed LLC route which might be more trouble than I'm willing to do at this point. What about buying power issues with multiple open orders? Thank you in advance.