Onboarding and Integration

Once a client is vetted by the FIX Engineering team, they will require that the FIX Integration Form be completed and returned.

Download The FIX Integration Form

The FIX onboarding process begins with contacting our FIX Engineering team at fixengineering@ibkr.com.

In general, FIX onboarding proceeds as follows:

1. The FIX Engineering team will review your account to validate you meet the Account Minimums
2. FIX Engineering creates a test FIX session for you in our QA system.
3. You begin testing to determine any necessary messaging configuration changes.
4. When ready, you may schedule a supervised FIX certification test with a member of the FIX Engineering team. The certification test will replicate all order types, instructions, etc., that you plan to send in production. The test will also include unsolicited cancels, simulated trade busts, and recovery testing (simulated line failure).
5. Upon successful completion of the certification test, FIX Engineering will convert an existing production TWS user in your account into a dedicated FIX session user.
6. With the new FIX user in place, we test connectivity to the session, heartbeats, and a few small test orders. Once ready, production order flow can continue at the pace you choose.