> This page is for Web API. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://ibkrcampus.com/docs/llms.txt. # Data For Client Registration The information necessary to establish a client account through our API varies based on several key factors: 1. **Customer Type** * FD= Fully-Disclosed Introducing Broker * FA= Registered Investment Advisor * OWD= One Way Disclosed Introducing Broker * NonQI= Non-Disclosed Introducing Broker ; Non Qualified Intermediary * QI with Trading= Non-Disclosed Introducing Broker; Qualified Intermediary where clients have access to trading * QI with No Trading= Non-Disclosed Introducing Broker; Qualified Intermediary where clients do not have access to trading via IBKR system (eg. Trades will be placed via FIX). 2. **Registration Type** * Hybrid * Full Integration 3. **Account Type** * Retail = Individual, Joint, Retirement, ISA * Entity = SMSF, Trust, Organization 4. **IBKR Entity** *Driven by entity which master account is associated with. While accounts are accepted from citizens or residents of [all countries](https://www.interactivebrokers.com/en/index.php?f=7021\&nhf=T) except citizens or residents of those countries that are prohibited by the US Office of Foreign Assets Control, advisors/brokers may be limited from opening accounts for applicants that reside in the following countries:* * **United States:** Available to U.S. based IB-LLC brokers and advisors only. * **Canada**: Available to IB-CAN brokers and advisors only. * **Hong Kong:** Available to IB-HK brokers and advisors only. * **Australia**: Available to IB-AU brokers and advisors only. * **Japan**: Available to IBLLC brokers and advisors that are FSA Registered only. * **United Kingdom**: Available to IB-UK brokers only. * **Singapore**: Available to IB-SG brokers and advisors only. * **EEA**: Available to IB-IE or IB-CE brokers and advisors only. | | | | | | | | | | -------- | -------------- | ------- | ------- | ------------- | ----------- | -------- | ------ | | Austria | Cyprus | Finland | Hungary | Lativa | Malta | Portugal | Spain | | Belgium | Czech Republic | France | Iceland | Liechtenstein | Netherlands | Romania | Sweden | | Bulgaria | Denmark | Germany | Ireland | Lithuania | Norway | Slovakia | | | Croatia | Estonia | Greece | Italy | Luxembourg | Poland | Slovenia | | Expand each section to see specific data requirements by **Customer Type.** Refer to [schema](/web-api/account-management/schema/introduction) for structure of the JSON. | **Object** | FD | FA | OWD | NonQI | QI With Trading | QI No Trading | | ------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------- | -------------------------------------- | ------------------------------------------------- | ------------------------------------------------- | ------------------------------------------------- | ------------------------------------------------- | | **[Account Holder(s)](/web-api/account-management/schema/associated-individual)**\* | | | | | | | | email\* | Y | Y | Y- email address of broker OR client is accepted. | Y- email address of broker OR client is accepted. | Y- email address of broker OR client is accepted. | Y- email address of broker OR client is accepted. | | name\* first, last | Y | Y | Y | Y | Y | Y | | dateOfBirth | Y | Y | Y | Y | Y | N | | countryOfBirth | Y | Y | Y | Y | Y | N | | numDependents | Y | Y | N | N | N | N | | maritalStatus | Y | Y | N | N | N | N | | identification ID Document, citizenship | Y | Y | Y | Y | Y | N | | mailingAddress country\*, state, city, street1, postalCode | Y | Y | Y | Y | Y | N | | residenceAddress country\*, state, city, street1, postalCode | Y | Y | Y | Y | Y | Y- country only. | | phones number, type- Mobile Required | Y | Y | N | N | N | N | | employmentType | Y | Y | Y | N | N | N | | employmentDetails If EMPLOYED or SELFEMPLOYED: employer, occupation, employerBusiness, employerAddress | Y | Y | Y | N | N | N | | taxResidencies\* country and tin | Y | Y | Y | Y | N | N | | Tax Form w8Ben, w9 | Y | Y | Y | Y | N | N | | withholdingStatement | N | N | N | N | Y | Y | | IBKR Agreements and Disclosures | Y | Y | N | N | N | N | | Proof of Address and Proof of ID Documents | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | N | | **[Account Information](/web-api/account-management/schema/customer)** | | | | | | | | financialInformation netWorth, liquidNetWorth, annualNetIncome | Y | Y | Y | N | N | N | | sourcesOfWealth | Y | Y | Y | N | N | N | | investmentExperience yearsTrading, tradesPerYear, knowledgeLevel | Y | Y | N | N | N | N | | regulatoryInformation account holder or immediate family member controller, employee of a publicly traded company or a registered rep | Y | Y | Y | N | N | N | | accounts\* baseCurrency, margin | Y | Y | Y | Y | Y | Y | | tradingPermissions\* | Y | Y | Y | Y | Y | Y | | investmentObjectives | Y | Y | N | N | N | N | | advisorWrapFees\* | N | Y | N | N | N | N | | **[IRA Beneficiaries](/web-api/account-management/schema/customer)** | | | | | | | | name first, last | Y | Y | – | – | – | – | | dateOfBirth | Y | Y | – | – | – | – | | relationship | Y | Y | – | – | – | – | | ownership | Y | Y | – | – | – | – | | identification citizenship | Y | Y | – | – | – | – | | mailingAddress country, state, city, street1, postalCode | N | N | – | – | – | – | | residenceAddress country\*, state, city, street1, postalCode | Y | Y | – | – | – | – | | **Object** | FD | FA | | | | | | ------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------- | -------------------------------------- | - | - | - | - | | **Junior Contact Information** | Y | Y | | | | | | name\* first, last | Y | Y | | | | | | residenceAddress country\*, state, city, street1, postalCode | Y | Y | | | | | | mailingAddress country\*, state, city, street1, postalCode | Y | Y | | | | | | dateOfBirth | Y | Y | | | | | | countryOfBirth | Y | Y | | | | | | identification ID Document, citizenship | Y | Y | | | | | | taxResidencies\* country and tin | Y | Y | | | | | | sourcesOfWealth | Y | Y | | | | | | Tax Form w8Ben | | | | | | | | **Registered Contact** | | | | | | | | email\* | Y | Y | | | | | | name\* first, last | Y | Y | | | | | | dateOfBirth | Y | Y | | | | | | countryOfBirth | Y | Y | | | | | | mailingAddress country\*, state, city, street1, postalCode | Y | Y | | | | | | residenceAddress country\*, state, city, street1, postalCode | Y | Y | | | | | | identification ID Document, citizenship | | | | | | | | phones number, type- Mobile Required | Y | Y | | | | | | employmentType | Y | Y | | | | | | employmentDetails If EMPLOYED or SELFEMPLOYED: employer, occupation, employerBusiness, employerAddress | Y | Y | | | | | | IBKR Agreements and Disclosures | Y | Y | | | | | | Proof of Address and Proof of ID Documents | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | | | | | | **[Account Information](/web-api/account-management/schema/customer)** | | | | | | | | financialInformation netWorth, liquidNetWorth, annualNetIncome | Y | Y | | | | | | investmentExperience yearsTrading, tradesPerYear, knowledgeLevel | Y | Y | | | | | | regulatoryInformation account holder or immediate family member controller, employee of a publicly traded company or a registered rep | Y | Y | | | | | | accounts\* baseCurrency, margin | Y | Y | | | | | | tradingPermissions\* | Y | Y | | | | | | investmentObjectives | Y | Y | | | | | | advisorWrapFees\* | Y | Y | | | | | | title code | Y | Y | | | | | | Object | FD | FA | OWD | NonQI | **QI with Trading** | **QI No Trading** | | ----------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------- | ------------------------------------------------- | ------------------------------------------------- | ------------------------------------------------- | | **Trustee(s)** | | | | | | | | **trustees** authorizedToSignOnBehalfOfOwner, authorizedTrader, primaryTrustee | Y | Y | Y | Y | N | N | | email\* | Y | Y | Y- email address of broker OR client is accepted. | Y- email address of broker OR client is accepted. | Y- email address of broker OR client is accepted. | Y- email address of broker OR client is accepted. | | name\* first, last | Y | Y | Y | Y | Y | Y | | dateOfBirth | Y | Y | Y | Y | Y | N | | countryOfBirth | Y | Y | Y | Y | Y | N | | identification ID Document, citizenship | Y | Y | Y | Y | Y | N | | mailingAddress country\*, state, city, street1, postalCode | Y | Y | Y | Y | Y | N | | residenceAddress country\*, state, city, street1, postalCode | Y | Y | Y | Y | Y | Y- country only. | | phones number, type- Mobile Required | Y | Y | N | N | N | N | | employmentType | Y | Y | Y | N | N | N | | employmentDetails (If EMPLOYED or SELFEMPLOYED) employer, occupation, employerBusiness, employerAddress | Y | Y | Y | N | N | N | | taxResidencies\* country and tin | Y | Y | Y | Y | N | N | | Proof of Address and Proof of ID Documents | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | N | | **Trust Information** | | | | | | | | identification dateFormed, formationCountry, formationState, name, registrationCountry, registrationNumber, registrationType, typeOfTrust | Y | Y | Y | Y | N | N | | address country\*, state, city, street1, postalCode | Y | Y | Y | Y | N | N | | financialInformation netWorth, liquidNetWorth, annualNetIncome | Y | Y | Y | N | N | N | | sourcesOfWealth | Y | Y | Y | N | N | N | | investmentExperience yearsTrading, tradesPerYear, knowledgeLevel | Y | Y | N | N | N | N | | regulatoryInformation | N/A- User will answer questions when completing online steps. | N/A- User will answer questions when completing online steps. | Y | N | N | N | | accounts baseCurrency, margin | Y | Y | Y | Y | Y | Y | | tradingPermissions | Y | Y | Y | Y | Y | Y | | investmentObjectives | Y | Y | N | N | N | N | | advisorWrapFees | N | Y | N | N | N | N | | **Grantors** | | | | | | | | name first, last | Y | N | – | – | – | – | | dateOfBirth | Y | N | – | – | – | – | | relationship | Y | Y | – | – | – | – | | identification citizenship | Y | Y | – | – | – | – | | mailingAddress country, state, city, street1, postalCode | N | N | – | – | – | – | | residenceAddress country\*, state, city, street1, postalCode | N | N | – | – | – | – | | **Beneficiaries** | | | | | | | | name first, last | Y | Y | – | – | – | – | | ownershipPercentage | Y | Y | – | – | – | – | | | | | | | | | | Object | FD | FA | OWD | NonQI | **QI with Trading** | **QI No Trading** | | --------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------- | ------------------------------------------------- | ------------------------------------------------- | ------------------------------------------------- | | **Associated Entities** | | | | | | | | **associatedIndividual** authorizedToSignOnBehalfOfOwner, authorizedTrader | Y | Y | Y | Y | N | N | | email\* | Y | Y | Y- email address of broker OR client is accepted. | Y- email address of broker OR client is accepted. | Y- email address of broker OR client is accepted. | Y- email address of broker OR client is accepted. | | name\* first, last | Y | Y | Y | Y | Y | Y | | dateOfBirth | Y | Y | Y | Y | Y | N | | countryOfBirth | Y | Y | Y | Y | Y | N | | identification ID Document, citizenship | Y | Y | Y | Y | Y | N | | mailingAddress country\*, state, city, street1, postalCode | Y | Y | Y | Y | Y | N | | residenceAddress country\*, state, city, street1, postalCode | Y | Y | Y | Y | Y | Y- country only. | | phones number, type- Mobile Required | Y | Y | N | N | N | N | | employmentType | Y | Y | Y | N | N | N | | employmentDetails (If EMPLOYED or SELFEMPLOYED) employer, occupation, employerBusiness, employerAddress | Y | Y | Y | N | N | N | | taxResidencies\* country and tin | Y | Y | Y | Y | N | N | | Proof of Address and Proof of ID Documents | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | Y (If Trulioo Verification is NoMatch) | N | | **Organization Information** | | | | | | | | organization tradeIntentionType, type, typeOfTrading, usTaxPurposeType | Y | Y | Y | Y | Y | Y | | taxResidencies\* country and tin | Y | Y | Y | Y | N | N | | identification businessDescription, formationCountry, identification, identificationCountry, name | Y | Y | Y | Y | N | N | | placeOfBusiness country\*, state, city, street1, postalCode | Y | Y | Y | Y | N | N | | financialInformation netWorth, liquidNetWorth, annualNetIncome | Y | Y | Y | N | N | N | | sourcesOfWealth | Y | Y | Y | N | N | N | | investmentExperience yearsTrading, tradesPerYear, knowledgeLevel | Y | Y | N | N | N | N | | regulatoryInformation | N/A- User will answer questions when completing online steps. | N/A- User will answer questions when completing online steps. | Y | N | N | N | | accounts baseCurrency, margin | Y | Y | Y | Y | Y | Y | | tradingPermissions | Y | Y | Y | Y | Y | Y | | investmentObjectives | Y | Y | N | N | N | N | | advisorWrapFees | N | Y | N | N | N | N | \*Required for Hybrid; otherwise optional if coordinated with the API Solutions team. If provided for Hybrid, data will be prefilled.