Mass Upload Guide

Overview

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Mass Upload is a streamlined process designed for Advisors and Brokers looking to efficiently transfer 20+ client accounts to Interactive Brokers (IBKR). This process eliminates the need to complete individual applications by enabling bulk account opening through specialized workbooks.

Workbook Structure

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IBKR provides dedicated workbooks for each supported account type:

Each workbook contains multiple sheets that correspond to different application components, allowing for comprehensive data collection in a structured format.

Note: UTMA and UGMA accounts are not supported via Mass Upload. These application types can be created within your Advisor/Broker Portal > “Add Account”.

Audience

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IBKR’s Mass Upload is available by request to Registered Advisors and Introducing Brokers only. This service is designed specifically for advisors and brokers conducting bulk account migrations.

Minimum Requirements

Due to the structured nature of the process—with separate workbooks required for each account type—we typically require a minimum of 20 accounts per workbook/upload to ensure operational efficiency.

• For submissions falling below this threshold, the IBKR hosted application offers a more streamlined and efficient solution.

Key Benefits

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Bulk Account Creation

Create client account applications efficiently in bulk.

Prefilled Client Applications

Streamline the client onboarding experience with prefilled applications using the comprehensive data provided in your Mass Upload workbook.

Getting Started

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We understand that migrating client accounts can often be complex. To assist with this transition, we have a designated Mass Upload team (massupload@interactivebrokers.com) that will support you throughout the process. To begin your Mass Upload migration, please follow the preliminary steps listed below.

Preliminary Steps

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1. Send an email to massupload@interactivebrokers.com with the following:
   • Firm Name
   • Firm Role (i.e. Registered Investment Advisor OR Introducing Broker)
   • IBKR Account Number (if available)
   • Brief overview on migration including expected number of accounts by type, AUM, and timeline.
2. A representative from our Mass Upload team will schedule a 30-minute introductory call to assess your migration needs and review the process.
3. Mass Upload team will provide you with IBKR’s Mass Upload workbooks and confirm the next steps to begin the Mass Upload process.

Workflow

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Fully Disclosed/Advisor Clients

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Supported Accounts

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• Individual
• Joint
• Retirement
• Trust
  • Revocable
  • Testamentary
  • Irrevocable
  • SMSF
  • ERISA Plan Trust
• Organization
  • Corporation
  • LLC
  • Partnership

Note: UTMA and UGMA accounts are not supported via Mass Upload. These application types can be created within your Advisor/Broker Portal > “Add Account”.

ACATS Transfer Considerations

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Holding Period

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• Funds transferred via ACATS are subject to a 10-day holding period
  • Important: Clients will not be able to withdraw funds during this 10-day period.

Required Minimum Distributions (RMD)

• Special attention must be paid to RMD (Required Minimum Distribution) expectations for IRA accounts being transferred to IBKR. If ACATS instructions are included in your Mass Upload workbook, ACATS requests will be triggered as soon as the client account has been approved and opened at IBKR. It is recommended that RMDs be completed prior to ACATS requests.

Security Transfers

If you plan to include ACATs instructions in your Mass Upload workbooks, we strongly recommend providing massupload@interactivebrokers.com with a comprehensive list of assets that will be transferred to Interactive Brokers. Our Mass Upload team will verify these assets in our system to ensure all securities can be accepted by IBKR, preventing potential transfer delays or rejections.

• Note: Master Limited Partnerships (MLP’s) must be liquidated prior to transfer

Fee Configuration Details

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For Advisor Clients, the client will be prompted to acknowledge Client Fees when completing the online application, avoiding the need for users to log-in after the client account has been opened.

Online Steps

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In this section we cover the client experience for completing the online portion of account opening following the initial upload. Estimated completion time: 10 minutes or less.

What Clients Will Need:

• Email access
• User ID and temporary password (provided by their advisor/broker)
• Mobile device (optional)

Important Notes:

• The online workflow will vary depending on account type (Individual, Joint, IRA, Organization, or Trust)
• If white-label branding is enabled, clients will see your firm’s logo and branding throughout the application; otherwise, IBKR branding will appear
• Client information entered in the mass upload workbook will be pre-populated in the online application
• Clients will have the ability to update or make changes to any fields that were provided via Mass Upload and appear as pre-populated fields within the online application

Retirement

Set Password and Complete Email Verification (Optional)

• Upon accessing IBKR Portal, user will be prompted to enter temporary password (that was included in the response file) + set new password.
  
  IBKR will send email confirmation toke to verify the identity. Email will be branded with your company logo and return email address.
  
  Sample email
  
  Password change has been processed.
  
• Option 2: Set Password Post Approval
  • Counterparty will direct user to IBKR’s Password Reset Tool to set password.
  • User enters IBKR username and date of birth.
  • IBKR will send SMS token to verify identity.
  • User will set password and complete email verification.
  • Application will be pre-filled with information that was included in the XML file to create the account.

Screen 1: About You

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Screen 2: Beneficiary Information

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• Individual Beneficiary

• Entity Beneficiary

Screen 3: Configure Your Trading Account

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Screen 4: Review & Sign Agreements

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Screen 5: Application Status

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Joint

1. Set Password and Complete Email Verification (Optional)
   • Upon accessing IBKR Portal, user will be prompted to enter temporary password (that was included in the response file) + set new password.
     
     IBKR will send email confirmation toke to verify the identity. Email will be branded with your company logo and return email address.
     
     Sample email
     
     Password change has been processed.
     
   • Option 2: Set Password Post Approval
     • Counterparty will direct user to IBKR’s Password Reset Tool to set password.
     • User enters IBKR username and date of birth.
     • IBKR will send SMS token to verify identity.
     • User will set password and complete email verification.
     • Application will be pre-filled with information that was included in the XML file to create the account.

Screen 1: About You (Primary Holder)

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Screen 2: About You (Secondary Holder)

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• Primary Holder can create a Username and Password for the Secondholder

Screen 3: Configure Your Trading Account

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Screen 4: Review & Sign Agreements

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Screen 5: Application Status

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Trust

Set Password and Complete Email Verification (Optional)

• Upon accessing IBKR Portal, user will be prompted to enter temporary password (that was included in the response file) + set new password.
  
  IBKR will send email confirmation toke to verify the identity. Email will be branded with your company logo and return email address.
  
  Sample email
  
  Password change has been processed.
  
• Option 2: Set Password Post Approval
  • Counterparty will direct user to IBKR’s Password Reset Tool to set password.
  • User enters IBKR username and date of birth.
  • IBKR will send SMS token to verify identity.
  • User will set password and complete email verification.
  • Application will be pre-filled with information that was included in the XML file to create the account.

Screen 1: About You

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Screen 2: Trustee Information

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• Individual Trustee

• Entity Trustee

Screen 3: Settlors/Grantor Information

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• Individual Settlor/Grantor

• Entity Settlor/Grantor

Screen 4: Tax Classification

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Screen 5: Beneficiary Information

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• Individual Beneficiary

• Entity Beneficiary

Screen 6: Regulatory Information

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Screen 7: Configure Your Trading Account

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Screen 8: Confirm Your Tax Residence

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Screen 9: Confirm Your Tax Residence

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Screen 10: Affiliation

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Screen 11: Review and Sign Agreements

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Screen 12: Application Status

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Workbook Completion

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Required Data

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Below fields reflect the minimum information that IBKR requires to create accounts using mass upload. It is important to note that the more complete the Mass Upload workbook is, the less information your client will be required to provide in the IBKR Hosted Application.

Required Fields

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Spec

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Please refer to our Mass Upload Workbook Specification below. We have included separate drop down menus for each tab in IBKR’s Mass Upload workbook for your reference.

Account Information

Column	Field	Description	Value Type
A	Customer ID required	Customer ID is a unique identifier used to map customer information to each unique client account. The Customer ID should match across all completed workbook tabs Alphanumeric characters only	String
B	Email Address required	Email Address of the associated individual	String
C	Prefix required	Prefix is used to generate the client’s username. The Prefix must be five to six lowercase characters (alphabetical only) IBKR will use the prefix provided to append three random numbers when generating the client’s username	String
D	Residential Country required	Country which the applicant resides IBKR requires the country’s 3 Digit ISO Code	3 Digit ISO Code
E	Legal Residence State required	State/Province which the applicant resides IBKR requires the State/Province’s 3166-2 ISO Code	3166-2 ISO Code
F	Base Currency required	Base Currency of the client’s account	Available currencies can be found here.
G	Alias	Account Alias lets you define an alias for the account. For example, you might want to define an account alias that is easier to remember than your account ID If you create an account alias, it will appear on account statements, the account management portal and TWS	String
H	IRA Type	Only required for IRA Accounts	Traditional SEP Traditional Rollover Roth Traditional Inherited Roth Inherited
I	SYEP required	The Stock Yield Enhancement Program (SYEP) provides customers with the opportunity to earn additional income on fully paid securities by permitting IBKR to lend out those securities to third parties IBKR Reference: https://ibkb.interactivebrokers.com/zh-hans/node/1838	Yes No

Account Information – Sample

Customer Information

Column	Field	Description	Value Type
A	Customer ID required	Customer ID is a unique identifier used to map customer information to each unique client account. The Customer ID should match across all completed workbook tabs Alphanumeric characters only	String
B	Salutation required	Salutation of the applicant	Mr. Mrs. Ms. Dr. Mx. Ind.
C	First Name required	Legal first name of the applicant	String; max characters 50
D	Last Name required	Legal last name of the applicant	String; max characters 50
E	Middle Initial	Middle initial of the applicant	String; max characters 50
F	Suffix	Suffix of the applicant	String
G	Date of Birth required	Date of birth of the associated individual	YYYY-MM-DD
H	Country of Birth required	Country where the individual was born	3 Digit ISO Code
I	Gender required	Gender of the individual	Male Female
J	Marital Status required	Marital status of the applicant	Single Married Widowed Divorced
K	Dependents required	Number of dependents for the account holder	Number
L	Home Street Address required	Street which applicant resides	String; Max characters 200
M	City required	City which the applicant resides	String; Max characters 100
N	State/Province required	State/Province which the applicant resides IBKR requires the State/Province’s 3166-2 ISO Code	3166-2 ISO Code
O	Country required	Country which the applicant resides IBKR requires the country’s 3 Digit ISO Code	3 Digit ISO Code
P	Zip required	Postal / Zip code For countries that do not provide postal code, please enter “00000″	String; Max characters 20
Q	Phone Number	Phone Number for the applicant	String; max characters 18
R	Phone Type	Phone Number Type for the applicant. Mobile phone number is required	Mobile Home
S	Phone Country	Country which phone number is associated to IBKR requires the country’s 3 Digit ISO Code	3 Digit ISO Code
T	Country of Citizenship required	Country of Citizenship for the applicant IBKR requires the country’s 3 Digit ISO Code	3 Digit ISO Code
U	Tax Residence Country required	Tax Residency information of the associate individual IBKR requires the country’s 3 Digit ISO Code	3 Digit ISO Code
V	Tax Number required	Tax Identification Number of the applicant	String
W	Document Type required	Identification Document Type Document Type must be “SSN” for US Citizens	SSN National Identity Card Alien Identification Card Passport Driver’s License
X	Issuing Country required	Issuing country of the ID Document	3 Digit ISO Code
Y	Document Number required	ID Document Number	String
Z	Margin required	Type of margin rules to be applied to the account	Cash Margin
AA	Market Data Status required	Market Data Subscriber of the applicant	Non-Professional Professional

Customer Information – Sample

Mailing Address

Column	Field	Description	Value Type
A	Customer ID	Customer ID is a unique identifier used to map customer information to each unique client account. The Customer ID should match across all completed workbook tabs Alphanumeric characters only	String
B	Mailing Street Address	Street address for the applicant’s mailing address	String; Max characters 200
C	City	City for the applicant’s mailing address	String; Max characters 100
D	State/Province	State/Province of the applicant’s mailing address IBKR requires the State/Province’s 3166-2 ISO Code	3166-2 ISO Code
E	Country	Country of the applicant’s mailing address IBKR requires the country’s 3 Digit ISO Code	3 Digit ISO Code
F	Zip	Postal / Zip code of the applicant’s mailing address	String; Max characters 20

Mailing Address – Sample

Employment Information

Column	Field	Description	Value Type
A	Customer ID	Customer ID is a unique identifier used to map customer information to each unique client account. The Customer ID should match across all completed workbook tabs Alphanumeric characters only	String
B	Employment Type	Employment status of the applicant	Employed Self-Employed Unemployed Retired Student/Intern At-Home Trader Homemaker
C	Occupation	Occupation of the applicant
D	Name of Employer	Name of the applicant’s employer	String
E	Nature of Employer Business/Activities	Nature of Business for the applicant’s employer Validations can be found on “Sheet 1” of the Workbook
F	Employer Address	Street which the employer is located	String; Max characters 200
G	City	City which the employer is located	String; Max characters 100
H	State/Province	State/Province which the employer is located IBKR requires the State/Province’s 3166-2 ISO Code	3166-2 ISO Code
I	Country	Country which the employer is located IBKR requires the country’s 3 Digit ISO Code	3 Digit ISO Code
J	Zip	Postal / Zip code for the employer	String; Max characters 20
K	Additional Sources of Income	Additional Sources of Income for the Applicant
L	Description	Description of additional sources of income	String
M	Percentage	Percentage of additional sources of income	String

Employment Information – Sample

Financial Information

Column	Field	Description	Value Type
A	Customer ID	Customer ID is a unique identifier used to map customer information to each unique client account. The Customer ID should match across all completed workbook tabs Alphanumeric characters only	String
B	Investment Objective	Investment Objectives of the Applicant Eligibility for Trading Permissions will vary based on the Investment Objectives. This cannot be hard coded To Trade All Products: Growth + Trading Profits + Speculation + Hedging Growth + Speculation + Hedging Growth + Speculation Growth + Trading Profits Hedging + Trading Profits Speculation + Hedging Speculation + Hedging + Trading Profits Bonds Only: Preservation of Capital only Income + Preservation of Capital + Growth= cannot include Options or Forex Income + Preservation of Capital + Growth + Hedging= cannot include Options   Description: Preservation of Capital: Seek maximum safety and stability for your principal by focusing on securities and investments that carry a low degree of risk. Income: Generate dividend, interest or other income instead of, or in addition to, seeking long-term capital appreciation. Growth: Increase the principal value of your investments over time rather than seeking current income. Investor assumes higher degree of risk. Trading Profits: Increase the principal value of your investments by using shorter term trading strategies and by assuming higher risk. Speculation: Substantially increase the principal value of your investments by assuming substantially higher risk to your investment capital. Hedging: Take positions in a product in order to hedge or offset the risk in another product.	Preservation of Capital Income Growth Trading Profits Speculation Hedging
F	Estimated Net Worth	The total value of all assets owned by the applicant, less what they owe (including all mortgages and debts). Applicant’s Net Worth cannot be less than their Liquid Net Worth Minimum value accepted is 101; maximum value accepted is 50000001	Number
G	Estimated Liquid Net Worth	The total value of any assets the applicant owns that can be quickly converted into cash Minimum value accepted is 101; maximum value accepted is 5000001	Number
H	Annual Net Income	The total amount of the applicant’s earnings for one year minus any taxes or other deductions taken from their pay. These other deductions could include health insurance, retirement contributions, court ordered judgements or support payments Minimum value accepted is 0; maximum value accepted is 1000001	Number
I	Years of Trading Experience	Years of experience the applicant has trading this specific product Note: Should be provided for each Product requested in the “Trading Permissions” tab	Number
J	Number of Trades per Year	Average number of trades per year placed by the applicant for the specified product Note: Should be provided for each Product requested in the “Trading Permissions” tab	Number
K	Knowledge Level	Knowledge level the applicant has trading this product Note: Should be provided for each Product requested in the “Trading Permissions” tab	Good Limited Extensive

Financial Information – Sample

Source of Wealth

Column	Field	Description	Value Type
A	Customer ID	Customer ID is a unique identifier used to map customer information to each unique client account. The Customer ID should match across all completed workbook tabs Alphanumeric characters only	String
B	Source of Wealth	Source of the applicant’s Wealth the applicant is using to fund the account Note: Applicants can have multiple sources of wealth, but Percentage across all sourceOfWealth must = 100%.   If Employment Type = EMPLOYED OR SELFEMPLOYED, then “Income” must be listed as a Source of Wealth but does not need to be “Yes” for “Used to Fund Account”	Allowance Disability Income Inheritance Interest Market Profit Other Pension Property
C	Used to Fund Account	Is the source used to fund the account? Yes/No	Yes No
D	Percentage	Percentage of funds used to fund the applicant’s account Percentage is not required IF usedForFunds=”false”	Number
E	Description	Describe source of funds. Only required if Source of Wealth is “Other”	String

Source of Wealth – Sample

Trading Permissions

Column	Field	Description	Value Type
A	Customer ID required	Customer ID is a unique identifier used to map customer information to each unique client account. The Customer ID should match across all completed workbook tabs Alphanumeric characters only	String
B	Permission	Trading Permissions requested for the client account

Trading Permissions – Sample

Advisor Wrap Fees

Column	Field	Description	Value Type
A	Customer ID required	Customer ID is a unique identifier used to map customer information to each unique client account. The Customer ID should match across all completed workbook tabs Alphanumeric characters only	String
B	Strategy required	No Fees: Automated fees will not be applied to the client account   Automated: Fees will be billed to the client’s account with blanket client authorization. Fees will be specified in the “Type” and “Maximum Fee” columns. Template: Assign a pre-defined fee template to a client account. Fee Templates will need to be created in your Advisor Portal.   Disclaimer: Fee schedule will automatically be applied once the account is opened and funded	No Fees Automated Template
C	Type	If the “Strategy” was Automated, then specify the automated Fee Type Annual Flat Fee M – Entered as an annualized amount, applied on a monthly basis (apportioned by 252 days). Percent of Equity Q – Entered as an annualized percentage, applied on a Quarterly basis. Percent of Equity M – Entered as an annualized percentage, applied on a Monthly basis. Percent of Profit – A fixed percent is applied to the mark-to-market P&L (positive or negative) at the end of each year. Percent of Profit Q – A fixed percent is applied to the mark-to-market P&L (positive or negative) at the end of each year. Details   If “Strategy” is Template, then provide the Name of the fee template being applied. Data is case and space sensitive. The feesTemplateName must match the name of the template which was previously created in the advisor/broker portal. Details	Annual Flat Fee M Percent of Equity Q Percent of Equity M Percent of Profit Percent of Profit Q     For Template Name; String
D	Maximum Fee	Automated Fee Percentage Required IF “Strategy” = “Automated”	Number

Advisor Wrap Fees – Sample

ACATS

Column	Field	Description	Value Type
A	Customer ID	Customer ID is a unique identifier used to map customer information to each unique client account. The Customer ID should match across all completed workbook tabs Alphanumeric characters only	String
B	Cust. AccT at Broker	Client account number at sending institution	String
C	Broker ID	DTC Number of the sending institution	Number
D	Broker Name	Name of the sending institution	String
E	Transfer Scope	ACATS Transfer Scope Type will always be “Full”	Full
F	Has Margin Loan	Indicate if the client has a Margin Loan at the sending institution	Yes No
G	Holds Options Positions	Indicate if the client holds Options Positions at the sending institution	Yes No
H	Holds Short Positions	Indicate if the client holds Short Positions at the sending institution	Yes No
I	IRA Type	Only required for IRA Accounts	Traditional SEP Traditional Rollover Roth Traditional Inherited Roth Inherited
J	IB Account ID	IBKR Account Number of the client account that is initiating the transfer. Only in required if the client maintains an IBKR Account #	String
K	Signature	Must match the First Name, Middle Initial (if applicable), Last Name, Suffix (if applicable) entered on the “Customer Information” Tab Signature is case and space sensitive	String
L	Transfer Type	Method used to initiate the transfer Must be “ACATS”	ACATS
M	Authorize to Remove Funds	Indicate if you authorize for IBKR to remove unsupported Mutual Funds Yes = If unsupported mutual funds are found in the incoming account, IBKR will settle all supported positions and leave behind the unsupported mutual fund. No = If unsupported mutual funds are found in the incoming account, IBKR will reject the entire ACAT and you can then address unsupported positions before resubmitting the transfer.	Yes No

ACATS – Sample

Excel Workbook Encryption

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All Mass Upload workbooks provided to Interactive Brokers must be encrypted with a Password. To secure your Mass Upload workbook prior to submission, please use the steps outlined here.

Password Protect an Excel Workbook – Workflow:

Step 1: Select File > Info.

Step 2: Select the Protect Workbook box and choose Encrypt with Password.

Step 3: Enter a password in the Password box, and then select OK.

Step 4: Confirm the password in the Reenter Password box, and then select OK

For any questions regarding this process, please contact massupload@interactivebrokers.com.

What to Expect

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Steps After Workbook Completion

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Once you have completed your Mass Upload Workbooks, please follow these steps:

Step 1: Share your Mass Upload workbook with massupload@interactivebrokers.com

• Workbooks shared with Interactive Brokers should be encrypted (See “Encrypt Excel Spreadsheets” for the proper steps of encryption)

Step 2: A representative will review your workbooks and provide any necessary comments or adjustment recommendations

Step 3: After properly formatted workbooks have been approved, a representative will initiate the Mass Upload process

• Please note: Mass Upload processing typically takes 1-3 business days

Step 4: Once accounts have been successfully uploaded under your Master Account, the Mass Upload team will provide you with a response file that contains:

• Customer ID
• Client Name
• IBKR Account Number
• Username
• Temporary Password

Step 5: Upon receiving the response file, you will proceed with distributing client account credentials to your end-users through your secure communication channels.

• IBKR does not deliver client account credentials directly to your end-users.

Step 6: End-users will then be prompted to log-in to the IBKR Hosted Application to complete all remaining application fields. See “IBKR Hosted Application (Samples)” for samples on the IBKR Hosted Application

• Fields passed to IBKR in the Mass Upload workbook will be pre-filled for the end-user to confirm.
• IBKR’s Application will reflect the counterparty’s branding (logo, company name, color theme) IF white branding is configured.

Documentation Required

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KYC – Trulioo Verification

Real-time Trulioo identity verification is processed immediately upon application submission for supported countries. If Trulioo verification is unsuccessful OR if the applicant resides in a country where Trulioo verification is not supported, additional Identity and Address verification documentation will be required for account approval.

Trulioo is supported for applicants that reside in following countries

Other Countries:

• Identity and Address verification will always be required for approval.

If Trulioo is NoMatch, IBKR will prompt the user to Au10Tix to complete verification.

Retirement Accounts

A Spousal Consent Form is required when two conditions are met: (1) the IRA Account Holder’s Marital Status is “Married” AND (2) the IRA Account Holder has designated someone other than their spouse (husband or wife) as the Primary Beneficiary. The Spousal Consent Form documents the spouse’s acknowledgment and consent to the non-spousal beneficiary designation.

Inherited IRA’s

For all Inherited IRA Accounts, IBKR requires submission of the original IRA Decedent’s Death Certificate.

Document Submission – Options

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Counterparties will have two options to submit Documentation Required for client account approval for accounts created using Mass Upload:

Option 1: Application Status Page (IBKR Hosted Application)

Clients will have the ability to submit any required documentation in the “Application Status” page the IBKR Hosted Application (Final Application Page).  

• To submit required documentation, clients can select “Upload” and select the file they wish to submit to IBKR

Option 2: Advisor/Broker Portal

Supporting documentation can be uploaded directly through the IBKR Advisor/Broker Portal. Please find steps below:

1. Log-in to your Advisor/Broker Portal
2. Select “Contacts & Accounts”
3. Select “Accounts”
4. Select “Pending – Additional Tasks” next to the Contact’s Name
5. Select “Upload Document”

Servicing Your Clients

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White Branding

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The IBKR systems including Registration, Client Portal, and Emails can be customized (free of cost) to reflect your company branding including logo, company name, and theme file.

Instructions to configure White Branding:

• Custom Theme File
• Registration and Portal
• Emails

Viewing Client Account Statuses

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After clients complete the IBKR Hosted Application and submit their application for review and approval, you can track client account statuses and view Registration tasks directly within your Advisor/Broker Portal.

Steps to View Pending Registration Tasks:

1. Log-in to your Advisor/Broker Portal
2. Select Menu in the top left corner > Contacts & Accounts
3. At the top of the page next to Pending – Additional Tasks select the Red Pill displaying the number of tasks.
   
4. The page displays accounts with pending registration tasks.Click the three horizontal dots (…) to show all pending tasks for a specific account.

Service Contacts

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Mass Upload

For any Mass Upload Related Questions, please reach out to our Mass Upload team directly.

• Mass Upload Contact: massupload@interactivebrokers.com

Professional Services

For any client account related questions, Advisors should reach out to our Financial Advisor Services (FAS) Team directly. Introducing Brokers should reach out to our Professional Services team directly.  

IBKR Onboarding

For any questions related to the IBKR Advisor and Broker Portal, please reach out to our Onboarding Team directly.

• Onboarding Contact: onboarding@interactivebrokers.com