7. How do I create a second user and why do I need it?

An Interactive Broker username is required for Account Management and/or trading login. 

Scenario 1: 

Scenario 2: 

Scenario 3:

 IB only allows one session to be established for trading login at any point of time for a single username. Any other attempts to establish additional trading sessions would deactivate the other on-going session.

The following image indicates that there is another active trading session:

Since one of the sessions is required for the robot to trade, another session is required whenever different trading is required, which requires the creation of the second username. Should the second trading session is not required, the creation of this second username is also not required, and the robot will still work accordingly. 

However, since the robot actively maintains the trading session, the disadvantage of not creating the second username is inflexibility when opting to trade directing on other Interactive Broker facilities (eg: Web Trader, Quick Trade, Trader Workstation and IBKR Mobile App), where the on-going session (with robot) will be disconnected before establishing a new session for other trading options.

Please refer to the following step-by-step guide on how to create a second user.

Step 1: 
Click on hamburger menu on the top left corner of the page.

Step 2: 
Select 'Settings

Step 3:
Select 'Account Settings'

Step 4:
Please ensure that you are at the right trading account for your AGM Robot before assigning your second user. 

If it is not the right account, click on the account number beside 'Account Settings' to switch the accounts. Proceed by selecting the intended account and click 'Continue'.

Step 5:
Once the correct account is selected scroll the page down and click on the cogwheel icon under 'Users & Access Rights' tab.

Proceed by selecting '+' sign under Users section to add a second user login.

Step 6:
Make sure to select 'Yes' for 'Is this a secondary user for the primary account holder?', and proceed by selecting 'Continue'.

Step 7:

Click 'Continue' until the end of the section is reached.

Step 8:

Logout from IB account and login with your second user login details that was created to complete the process and submit for IB's approval.

DISCLAIMER: The following screenshots are taken from Interactive Brokers website, provided only as a setup guidelines, and be changed from time to time, subjected to Interactive Brokers' discretion. AlgoMerchant is not responsible for any loss or damages caused by inaccuracy and misrepresentation of the information.