Introduction | Interactive Brokers

The accounts endpoint can be used to create a brokerage account with IBKR using the API. For client registration using the API, we offer two options:

Full Integration: Hosting firm provides all data and forms required to create IBKR brokerage account via API.
Hybrid: Submit partial application data to IBKR via API to create the account. User will enter remaining application data via the IBKR White Branded application. The application will be prefilled with data that was passed via the API.
- Connect user to IBKR White Branded Registration using Single Sign On. Alternatively, provide user with login URL to access IBKR Portal. Upon accessing IBKR Portal, user will be prompted to complete registration journey.

Available registration options at IBKR including IBKR hosted solutions can be found here.

Full Integration versus Hybrid

It is important to determine which option your team will use for client registration before starting the the technical integration. If you are just getting started or development team has limited capacity, we suggest using our Hybrid option and transition to Full Integration in later phase (if desired).

The table below includes the differences between Full Integration and Hybrid for client registration.

Type	Full Integration	Hybrid
Hosting Firm	Counterparty	Counterparty & IBKR
Development Work	Yes	Minimal
Eligibility	Available to Registered Advisors and Introducing Brokers with approval from IBKR management	Available to Registered Advisors and Introducing Brokers.
Customization	Yes- design is managed by hosting firm.	Partial- IBKR platform will reflect your branding (Company name, logo, and color scheme).
Cost	Yes, the hosting firm is subject to an upfront and annual fee. Pricing model takes into account the complexity of the integration and scope of services needed.	Yes, the hosting firm [counterparty] is subject to an upfront and annual fee. Pricing model takes into account the complexity of the integration and scope of services needed.
Supported Platforms	Determined by hosting firm.	Browser on desktop OR mobile device
Supported Customer Types	Individual Joint Retirement (U.S. and Canada) ISA (United Kingdom) JISA (United Kingdom) SMSF (Australia)	Individual Joint Retirement (U.S. and Canada) ISA (United Kingdom) JISA (United Kingdom) SMSF (Australia) Organization (Corporation, LLC, Partnership) Trust
Minimum Data	All application data including documents (agreements, disclosures, and completed tax form) if applicable. Table here for required data based on Account Type and Customer Type.	Fully-Disclosed and Advisor Clients: IBKR minimally requires Name, Email, and Country of Residence to create an account. Non-Disclosed: All application data with exception of completed tax form is required.