One needs to sign up with IB:
http://www.interactivebrokers.com
877-442-2757
After you have an account, it is necessary to log in. One way is to download the software:
http://www.interactivebrokers.com/en/control/twscontrol.php?ib_entity=llc
Scroll down to Standalone Downloads. Run Install TWS. This will appear as an icon on the desktop, named Trader Workstation. Click on it, and the Login screen will appear. Once you login, you can then use Patterns to collect data or to manage your account.
You may login to TWS with a demo account.
The login and password are: edemo demouser.
The login for the demo Financial Advisor account are: fdemo demouser.
You may also sign up with IB for a paper account, which is a simulated account. There is no paper account for a financial advisor.
You must configure TWS to run with Patterns. This is a screen shot of TWS.
Enable ActiveX must be checked.
When patterns is running and connected to TWS, you can download real time data (not delayed).
You can view your orders. For further details, see Interactive Brokers.