Client RegistrationRegistration Tasks

View Registration Tasks

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IBKR will include the status of registration tasks in response file that is returned when creating an account via the API.

documents: Represents tasks that were included and processed when creating account via the API.

pendingTasks: Represents tasks that are required for account approval. Hosting firm is responsible for communicating pending tasks required for approval to the end user.

The gw/api/v1/accounts/{accountId}/tasks can be used to view registration tasks which are associated with an account after an account has been created.

IBKR segregates tasks into two types:

type=pending: View pending (incomplete) registration tasks which are required for account approval.

  • If a registration task is assigned to a pending account and the task is not required for account approval, the task will not be returned in response.
  • If registration task is assigned to an opened account and the task is required for an account upgrade, the task will not be returned in response.

type=registration :View all tasks associated with an account irrespective of the account status or state of the registration task.

  • View date/time which user completed specific registration task.
  • View registration tasks which the client needs to complete in order to trade or maintain account with IBKR.