Problem
All integration tests use a single paper account. No testing for:
- Financial Advisor (FA) accounts with multiple sub-accounts
- Account group order allocation
- Per-account position queries
- Account switching during active subscriptions
FA accounts have different protocol behavior (managed accounts list, allocation tags in orders).
Success criteria
- Phase that retrieves managed accounts list (if FA account available)
- Phase that queries positions per sub-account
- Phase that submits order with FA allocation tags
- Graceful skip if non-FA account detected
Out of scope
- Full FA order allocation engine
- Account group management
Priority
P2 — needed for institutional users, but most retail users have single accounts
Problem
All integration tests use a single paper account. No testing for:
FA accounts have different protocol behavior (managed accounts list, allocation tags in orders).
Success criteria
Out of scope
Priority
P2 — needed for institutional users, but most retail users have single accounts