Associatedindividual | Interactive Brokers

AssociatedIndividual represents data for individuals that are associated with the account. Required fields for the individual fill vary based on the association and account type.

Individual: customer > accountHolder > accountHolderDetails
Retirement:
- customer > accountHolder > accountHolderDetails
- accounts> iraBeneficiaries > primaryBeneficiaries AND contingentBeneficiaries
Joint: customer > jointHolder > firstHolderDetails and secondHolderDetails
Trust: customer > trust > grantors AND beneficiaries
Organization: customer > organization > associatedEntities > associatedIndividuals AND associatedEntities

Required

externalId

Unique identifier associated with the individual defined by counterparty.

The externalId, externalUserId, and externalIndividualId are unique identifiers which the counterparty assigns. The identifier can be used as a mapping to map the IBKR account with the account/user information within counterparty’s system.
externalId is present within application multiple times including:
- customer = Represents the customer which the account is associated with
- accountHolderDetails, firstHolderDetails, secondHolderDetails: Represents Individuals associated with the account.
- accountHolder, jointHolder = Represents the account itself
- users (externalUserId and externalIndividualId)= Represents users associated with the account.

Name	Description
externalId required	String; max 64 characters

Sample


`"externalId": "testapplication1234",`

Required

FD	FA	OWD	NonQI	ND-QI	ND-QI (NT)
✓	✓	✓	✓	✓	✓

name

Legal name of the associated individual.


{`"name": {"first": "Jane", "middle": "May", "last": "Doe" ,"salutation":"Mrs."},`

Name	Type	Description
first	String; max characters 50	Legal first name of the applicant.
middle	String; max characters 50	Middle name of the applicant.
last	String; max characters 50	Legal last name of the applicant.
salutation	Mr. Mrs. Ms. Dr. Mx. Ind.	Salutation of the applicant.

The first and last are required. If either are missing, error will be thrown.

email

Email address of the associated individual.


`"email": test@ibkr.com,`

Name	Type	Description
email	String	Email address of the associated person.

Regular Expression (REGEX)
^[A-Z0-9][A-Z0-9._%+-]{0,63}@(?:(?=[A-Z0-9-]{1,63}[.])[A-Z0-9]+(?:-[A-Z0-9]+)*[.]){1,8}[A-Z]{2,63}$
Error thrown if email address is same as master account.

residenceAddress

Provide the residential address where the individual physically resides.


{`"residenceAddress": {"street1": "1 Tester Street", "city": "London", "state": "GB-ENG" ,"country":"GBR","postalCode": "SW10 9QL"},`

Name	Type	Description
country	3 Digit ISO Code	Country which the applicant resides.
state	3166-2 ISO Code	State/Province which the applicant resides.
city	String; Max characters 100	City which the applicant resides.
postalCode	String; Max characters 20	Postal / Zip code. For countries that do not provide postal code, please enter “00000″
street1	String; Max characters 200	Street which applicant resides
street2	String; Max characters 200	Street which applicant resides

If the mailing address is different from the address provided in residenceAddress element, THEN you will also include mailingAddress element.
Post Office Box is not accepted for residentialAddress.
Our system validates street1 and street2 included within residenceAddress attribute to ensure Post Office Box address is not provided.
- An error will be thrown if the below combinations are included within street1 OR street2:
  - PB
  - PO Box
  - Post Office Box
  - P.O. Box
  - In care of
  - General Delivery
- Regular Expression to validate street_1 and street_2:
  - English: (?:P(?:ost(?:al)?)?[\.\-\s]*(?:(?:O(?:ffice)?[\.\\s]*)?B(?:ox|in|\b|\d)|o(?:ffice|\b)(?:[-\s]*\d)|code)|box[-\s]*\d)
  - Chinese Simplified: PO Box (?i)\b((邮政信箱) [0-9]*)\bChinese Traditional: PO Box (?i)\b((郵政信箱) [0-9]*)\b

FD	FA	OWD	NonQI	ND-QI	ND-QI (NT)
✓	✓	✓	✓	✓	✓

Dependent on type

countryOfBirth

Country which the individual was born.


`"countryOfBirth": "GBR",`

Name	Type	Description
CountryOfBirth	3 Digit ISO Code	Country which the applicant was born.

Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries that are prohibited by the US Office of Foreign Assets Control.
Click here for a list of all available countries.
If countryOfBirth is classified as a ‘Prohibited Country’, prohibitedCountryQuestionnaire is required.
List of Prohibited Countries an be obtained using /api/v1/enumerations/prohibited-country endpoint.

dateOfBirth

Date of birth of the associated individual.


`"dateOfBirth": "1990-08-14"`

Name	Type	Description
dateOfBirth	YYYY-MM-DD	Date of birth of the applicant. The applicant must be 18 years or older to open an account.

If the YYY-MM-DD < 18 years error will be triggered and the account will not be created.
If YYYY-MM-DD < 21 the applicant is restricted to opening a CASH account only.
UGMA and UTMA accounts are available for minors 18 years of age or younger. An individual or entity who manages an account for a minor until that minor reaches a specific age. Available to US residents only.
- This application must be opened using the front-end application which is available within the IBKR Portal.
- Assets held in a single account managed by a single Custodian user.
Error will be thrown if dateOfBirth is any value other than YYYY-MM-DD. The below formats will trigger errors:

employmentDetails

Provide the Employment Details of the associated individual if EMPLOYED or SELFEMPLOYED


`"employmentDetails": { "employer": "My Test Employer", "occupation": "ACCOUNTANT", "employerBusiness": "ARCHITECTURE_ENGINEERING", "employerAddress": { "street1": "Grays Inn Road", "city": "London", "state": "GB-ENG", "country": "GBR", "postalCode": "WC1X 8PX" }`}

Name	Type	Description
employer	String; max characters 128	Name of the employer
employerBusiness	Use `/api/v1/enumerations/business-and-occupation` to get accepted values.
occupation	`/api/v1/enumerations/business-and-occupation` to get accepted values.
country	3 Digit ISO Code	Country which the employer is located.
state	3166-2 ISO Code	State/Province which the employer is located.
city	String; Max characters 100	City which the employer is located.
postalCode	String; Max characters 20	Postal / Zip code.For countries that do not provide postal code, please enter “00000″
street1	String; Max characters 200	Street which employer is located.
emplCountryResCountryDetails	String; Max characters 200	Explain why country of employment is different from country of current residence.
description	String; Max characters 200	Required IF business OR occupation= OTHER*Other is not case/space sensitive.
businessDescription	String; Max characters 256	Required IF employmentType is “SELFEMPLOYED” Business description, including the industry sector you are in, which countries you operate in, the products/services you offer, and the primary source of your revenue.

employmentType: "EMPLOYED" OR “SELFEMPLOYED”
- FA and FD clients with IBLLC, IB-IE, IB-CE, and IB-UK: Full employerAddress (country, state, city, street1, postalCode) is required
- All other clients, country within employerAddress is required.
If employmentType:"EMPLOYED"
employmentType: "SELFEMPLOYED"
- employerAddress can be the same as residenceAddress OR mailingAddress.
- businessDescription is required.
EmploymentType=“EMPLOYED” OR “SELFEMPLOYED”
- When the country included within residenceAddress node is different from the country included within employerAddress node, THEN emplCountryResCountryDetails is required within the employmentDetails node.

employmentType

Employment status of the associated person.


`"employmentType": "EMPLOYED",`

Name	Type	Description
employmentType	UNEMPLOYED EMPLOYED SELFEMPLOYED RETIRED STUDENT ATHOMETRADER HOMEMAKER	Employment Status of the associated individual.

IF employmentType = EMPLOYED OR SELFEMPLOYED THEN EmploymentDetails are required.

gender

Gender of the applicant.


`"gender": "MALE",`

Name	Type	Description
gender	Male Female	Gender of the Applicant.

Required for India and EEA applicants that are required to report MiFIR Data.
MiFIR Transaction Reporting applies to European Economic Area (“EEA”) Investment Firms. As a client of an investment firm that uses the platform, you may be required to provide additional information to allow the proper transaction reports to be filed. More Information

identification

Identification information of the associated individual.

Acceptable id document is dependent the country which associated individual resides.

alienCard

All countries except for USA, CAN, HKG and IND.

"identification": {"citizenship": "MEX", "alienCard": "989444798", "issuingCountry": "MEX"},

driversLicense

Australia

"identification": {"citizenship": "AUS", "driversLicense": "989444798", "issuingCountry": "AUS", "expire": true, "expirationDate": "2029-03-22", "rta":"9999999", "issuingState":"AU-QLD"},

driversLicense

All countries except for USA, CAN, HKG, AUS and IND.

"identification": {"citizenship": "MEX", "driversLicense": "989444798", "issuingCountry": "MEX", "expire": true, "expirationDate": "2029-03-22"},

nationalCard

All countries except for USA, CAN, HKG and IND.

"identification": {"citizenship": "MEX", "nationalCard": "989444798", "issuingCountry": "MEX"},

hkTravelPermit

Macao and HK Travel Permit is accepted as POI for LLC Clients based in China.

"identification": {"citizenship": "CHN", "HKTravelPermit": "HO1234567", "issuingCountry": "CHN", "expire": true, "expirationDate": "2029-03-22"},

panNumber

Required for India Residents, Citizens, and Tax Residents.

"identification": {"citizenship": "IND", "panNumber": "AABPK6504E", "issuingCountry": "IND"}

passport

All countries except for USA, CAN, HKG and IND.

"identification": {"citizenship": "MEX", "passport": "989444798", "issuingCountry": "MEX", "expire": true, "expirationDate": "2029-03-22"},

sin

Required for Canada Residents, Citizens, and Tax Residents.

"identification": {"citizenship": "CAN", "sin": "989444798", "issuingCountry": "CAN"},

ssn

Required for United States Residents, Citizens, and Tax Residents.

"identification": {"citizenship": "USA","SSN": "989444798", "issuingCountry": "USA"}

taxId

All countries except for USA, CAN, HKG and IND.

"identification": {"citizenship": "ESP", "taxId": "989444798", "issuingCountry": "ESP"},

Name	Type	Description
citizenship	3 Digit ISO Code	Citizenship of the applicant. If `citizenship` is classified as a ‘Prohibited Country’, THEN `prohibitedCountryQuestionnaire` is required. List of Prohibited Countries an be obtained using `/api/v1/enumerations/prohibited-country` endpoint.
citizenship2	3 Digit ISO Code	If the applicant has multiple citizenship, provide the additional citizenship of the applicant. If `citizenship2` is classified as a ‘Prohibited Country’, THEN `prohibitedCountryQuestionnaire` is required. List of Prohibited Countries an be obtained using `/api/v1/enumerations/prohibited-country` endpoint.
citizenship3	3 Digit ISO Code	If the applicant has multiple citizenship, provide the additional citizenship of the applicant. If `citizenship3` is classified as a ‘Prohibited Country’, THEN `prohibitedCountryQuestionnaire` is required. List of Prohibited Countries an be obtained using `/api/v1/enumerations/prohibited-country` endpoint.
issuingCountry	3 Digit ISO Code	Issuing country of the ID document.
issuingState	3166-2 ISO Code	Required if driversLicense issued in Australia is provided.
expire	true false	Indicate IF ID document has an ExpirationDate.
expirationDate	YYYY-MM-DD	Provide expiration date of the ID document. Cannot be past date. If `driversLicense` OR `passport` is provided AND `expirationDate` is missing, an error will be thrown.
rta	String	Only applicable IF ID_Type=DriversLicense AND IssuingCountry=AUS
ssn	String	Social Security Number: Required for US Residents and citizens. REGEX:(?!123456789
sin	String	Social Insurance Number: Required for Canada Residents and citizens. REGEX: ^\d{9}$
panNumber	String	India PanCard, required for India Residents and citizens. REGEX: [A-Z]{5}\d{4}[A-Z]{1}$
driversLicense	String	Drivers License REGEX by Country: AUS: ^.{0,64} $NZL: ^[A-Z]\{2\}\d\{6\}$
passport	String	Passport REGEX by Country: AUS: ^([a-zA-Z0-9]{7,10})$ CAN: ^[a-zA-Z0-9]{6,10} CHN: (^[A-Za-z0-9]{9})
nationalCard	String	National Identification Card REGEX by Country: ARG: ^\d{8} $FRA: ^\d\{15\}$ FRA: ^([A-Za-z0-9]{9})
taxId	String	Tax ID TIN within <taxResidencies>foreignTaxId within <w8Ben> REGEX by Country: AUS: ^(\d{8}
alienCard	String	Alien Card
cardColor	BLUE GREEN YELLOW	Required if MedicareCard is provided.
medicareCard	String; 10 digits.	Only applicable for Australia residents.
mediCareReference	String; between 1-9 digits.	Required if MedicareCard is provided.

LocalTaxForms

Required when Non-US applicant requests trading permissions for Canada products OR Non-Australia/Non-U.S. applicant requests trading permissions for Australia products.


`"w8Ben": { "localTaxForms": [ { "taxAuthority": "CANADA_TA", "qualified": true, "treatyCountry": "DEU" }`

Name	Type	Description
taxAuthority	CANADA_TAAUSTRALIA_TAIRELAND_TAISRAEL_TA	Tax Certification
qualify	True False	Does the account holder qualify for ‘taxAuthority’ treaty benefits
treatyCountry	3 Digit ISO Code	If yes, provide Treaty Country. N/A is accepted for Non-Treaty Countries. Canada Treaty Countries: https://www.canada.ca/en/department-finance/programs/tax-policy/tax-treaties/in-force.html Australia Countries: https://treasury.gov.au/tax-treaties/income-tax-treaties Israel Countries: https://www.gov.il/en/departments/dynamiccollectors/international\_agreements

mailingAddress

Provide the mailing address of the applicant.

IF sameMailAaddress: “false” THEN mailingAddress is required.

Name	Type
country required	3 Digit ISO Code
state required	3166-2 ISO Code
city required	String; Max characters 100
postalCode required	String; Max characters 20 Postal / Zip code. For countries that do not provide postal code, please enter “00000″
street1 required	String; Max characters 200
street2	String; Max characters 200

Example


{`"mailingAddress": {"street1": "1 Tester Street", "city": "London", "state": "GB-ENG" ,"country":"GBR","postalCode": "SW10 9QL"},`

Required

FD	FA	OWD	NonQI	ND-QI	ND-QI (NT)
✓	✓	✓	✓	✓	–

maritalStatus

Marital Status of the applicant

Name	Type
maritalStatus required	S= Single M= Married W= Widowed D= Divorced C= Common law partner

Example


`"maritalStatus": "S",`

Required

FD	FA	OWD	NonQI	ND-QI	ND-QI (NT)
✓	✓	–	–	–	–

nativeName

Legal name of the associated individual.


`{"nativeName": {"first": "ון", "middle": "סמית", "last": "סמית" ,"salutation":"Mrs."},`

Name	Type	Description
first	Required- String; max characters 50	Legal first name of the applicant.
middle	String; max characters 50	Middle name of the applicant.
last	Required- String; max characters 50	Legal last name of the applicant.
salutation	Mr. Mrs. Ms. Dr. Mx. Ind.	Salutation of the applicant.

Required for Russia and Israel Applicants.
- Error will be thrown IF first OR last are missing or null value is provided.
Optional for other countries.

numDependents

Number of dependents for the account holder.


`"numDependents": 0,`

Name	Type	Description
numDependents	Number	Provide number of Individuals the Account Holder Supports (excluding the account holder). Account holder must provide at least half of the person’s total support for the year.

ownershipPercentage

Ownership percentage for individual that is associated with the account.


`ownershipPercentage": 100,`

Name	Type	Description
`ownershipPercentage`	number

Set ownership percentage for each indivdual associated with the account.
- Joint: ownershipPercentage is ignored unless type is tenants_common.
- IRA and TRUST: ownershipPercentage across all beneficiaries must add up to 100 or else error will be triggered.

phones

Phone number of the associated individual.


`"phones": [ {"type": "Mobile", "number": "2034228988", "country": "USA", "isVerified": true} ],`

Name	Type	Description
type	Work Home Fax Mobile Business	Individual / Joint/ Retirement: Mobile phone number is required. The user can provide additional phone numbers (ie. Home, Work) if desired. Org: Business phone is optional.
number	String; max characters 18	Phone number.
country	3 Digit ISO Code	Country which phone number is associated to.
isVerified	true false	Indicate if mobile phone number has been verified.

We use Google API to validate the Phone Number. The API allows for country code to be passed along with the phone number.
Mobile Phone Number will be used for IBKR’s Two-Factor Authentication.
Interactive Brokers requires all applicants to be enrolled in two-factor authentication.
Account holders will be prompted to enroll in two factor authentication within 1 month of the account being opened and funded OR after the third login to the white branded Interactive Brokers Online Portal
- We offer HandyKey (mobile application). The application will be branded with your firms Logo.
  - iOS/Android – Configured within Mobile Application
  - Details: https://ibkr.info/article/2260
- Two-factor authentication cannot be enabled for clients using RESTful Web API
Two-factor authentication cannot be enabled by the advisor/broker on behalf even if Supplemental Power of Attorney is enabled.
For joint accounts, error will be thrown if number is same for both account holders.

residenceAddress

Provide the residential address where the individual physically resides.


{`"residenceAddress": {"street1": "1 Tester Street", "city": "London", "state": "GB-ENG" ,"country":"GBR","postalCode": "SW10 9QL"},`

Name	Type	Description
country	3 Digit ISO Code	Country which the applicant resides.
state	3166-2 ISO Code	State/Province which the applicant resides.
city	String; Max characters 100	City which the applicant resides.
postalCode	String; Max characters 20	Postal / Zip code. For countries that do not provide postal code, please enter “00000″
street_1	String; Max characters 200	Street which applicant resides
street_2	String; Max characters 200	Street which applicant resides

If the mailing address is different from the address provided in Residence element, THEN you will also include MailingAddress element.
Post Office Box is not accepted for Residential Address.
Our system validates street_1 and street_2 included within Residence attribute to ensure Post Office Box address is not provided.
- An error will be thrown if the below combinations are included within street_1 OR street_2:
  - PB
  - PO Box
  - Post Office Box
  - P.O. Box
  - In care of
  - General Delivery
- Regular Expression to validate street_1 and street_2:
  - English: (?:P(?:ost(?:al)?)?[\.\-\s]*(?:(?:O(?:ffice)?[\.\\s]*)?B(?:ox|in|\b|\d)|o(?:ffice|\b)(?:[-\s]*\d)|code)|box[-\s]*\d)
  - Chinese Simplified: PO Box (?i)\b((邮政信箱) [0-9]*)\bChinese Traditional: PO Box (?i)\b((郵政信箱) [0-9]*)\b

sameMailAddress

Indicate if the mailing address is different from the residential address.


`"sameMailAddress": true,`

Name	Type	Description
`sameMailAddress`	true false	Indicate if the mailing address is different from the residential address.

IF "sameMailAddress": false,THEN mailingAddress is required

taxResidencies

Tax Residency information of associated individual.


`"taxResidencies": [ {"country": "USA", "tin": "132228833", "tinType": "SSN" }`

Provide the tax residency of the associated individual.
Multiple tax residencies can be provided.

Name	Type	Description
tinType	SSN NonUS_NationalId EIN	Individual / Retirement / Joint Type of Tax ID number that is provided. SSN: Required for United States citizens and residents. NonUS_NationalId: Required for all other countries. For Non-U.S. Applicants, if the applicant does not have a Foreign Tax ID, then this can be excluded. Org / Trust* EIN is required
country	3 Digit ISO Code OR Full Country Name	Country where the applicant pays taxes.
tin	String	Tax Identification Number. United States citizens and Residents: This is required. Provide SSN of the applicant. All other countries: if the applicant does not have a Foreign Tax ID, then this can be excluded.

translated

For applications submitted with dual language, indicate if data is translated.


`"translated": false,`

Name	Type	Description
translated	true false	Indicates if the information is the translated version. It is used only when providing information in a different language and English. Default values is “false”.

Indicates if the information is the translated version.
It is used only when providing information in a different language and English.
Default values is “false”.
If hasTranslation is set to true,

w8Ben

Tax form for Non-U.S. Applicants only.

Options for submitting tax form:
Option 1: Advisor/IBroker collects the tax form records on your website and attaches the corresponding blank form in the JSON.
Option 2: Advisor/IBroker will display the tax form on your website and client completes and signs the tax form electronically. Advisor/IBroker attaches the electronically completed and sign tax form along with the JSON.


`"w8Ben": { "name": "John Smith", "foreignTaxId": "2555558888", "tinOrExplanationRequired": true, "part29ACountry": "N/A", "cert": true, "blankForm": true, "taxFormFile": "Form5001.pdf", "proprietaryFormNumber": 5001, "electronicFormat": true }`

Name	Type	Description
part29ACountry	3 Digit ISO Code	Certify that the beneficial owner is a resident of <part29ACountry> within the meaning of the income tax treaty between United States and that country. > If the account holder is resident of a non-treaty country, enter N/A >If the account holder qualifies for treaty benefits under US income tax treaty, please identify treaty. >Treaty Countries with United States
name	String	Name listed on the W8 must = Applicants First Name + Middle Name (if Applicable) + Last Name + Suffix (if Applicable) *Data is case and space sensitive.
blankForm	true false	Indicate if the Tax Form provided to IBKR is blank.
signatureType	Electronic	Signature type recorded for the Tax Form.
taxFormFile	String	File name of the tax form provided to IBKR in the archive file.
foreignTaxId	String	The foreign tax ID of the applicant. This should be the same as the TIN which was provided in the TaxResidency node.
proprietaryFormNumber	String	Form number if broker/advisor sends proprietary blank forms instead of using the form numbers provided by IBKR.
explanation	US_TIN TIN_NOT_DISCLOSED TIN_NOT_REQUIRED TIN_NOT_ISSUED	Required if client does not have a foreign taxID.Explanation for not providing either TIN or Foreign Tax Id:[US_TIN] Account holder possesses US TIN; it will be added to W8 Form. [TIN_NOT_DISCLOSED] Country issues TIN; however, applicant is exempt from disclosing TIN under laws of the country. [TIN_NOT_REQUIRED] Account holder is not legally required to obtain TIN. [TIN_NOT_ISSUED] Country does not issue TIN.
cert	true false	Under penalties of perjury, I declare that I have examined the information on this form and to the best of my knowledge and belief it is true, correct, and complete. By clicking each item, I further certify under penalties of perjury that: >I am the individual that is the beneficial owner (or am authorized to sign for the individual that is the beneficial owner) of all the income to which this form relates or am using this form to document myself as an individual that is an owner or applicant of a foreign financial institution >The person named on line 1 of this form is not a U.S. person, >The income to which this form relates is: >not effectively connected with the conduct of a trade or business in the United States, >effectively connected but is not subject to tax under an income tax treaty, or >the partner’s share of a partnership’s effectively connected income, >The person named on line 1 of this form is a resident of the treaty country listed on line 9 of the form (if any) within the meaning of the income tax treaty between the United States and that country, and >For broker transactions or barter exchanges, the beneficial owner is an exempt foreign person as defined in the instructions. >By checking this box you confirm the information on this Form W-8BEN is correct.
submitDate	YYYY-MM-DD	For existing client, if firm has existing (valid) tax form on file for the account, include submitDate. submitDate represents date which client initially signed the tax form.

w9

Tax form for U.S. Residents, Citizens, and Taxpayers.

Options for submitting tax form:
Option 1: Advisor/IBroker collects the tax form records on your website and attaches the corresponding blank form in the JSON.
Option 2: Advisor/IBroker will display the tax form on your website and client completes and signs the tax form electronically. Advisor/IBroker attaches the electronically completed and sign tax form along with the JSON.


`"w9": { "name": "paulina orr M ibllc test", "customerType": "Individual", "tin": "132228833", "tinType": "SSN", "cert1": true, "cert2": true, "cert3": true, "blankForm": true, "taxFormFile": "Form5002.pdf", "proprietaryFormNumber": 5002 }`

Name	Type	Description
cert1	true false	The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me)
cert2	true false	I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding
cert3	true false	I am a U.S. Citizen or other U.S. Person
customerType	Individual Joint	Specify the account type
name	String	Name listed on the W9 must = Applicants First Name + Middle Name (if Applicable) + Last Name + Suffix (if Applicable)*Data is case and space sensitive.
signatureType	Electronic	Signature type recorded for the Tax Form.
taxFormFile	String	File name of the tax form provided to IBKR in the archive file.
tin	String	The applicant’s SSN. This should be the same as the TIN which was provided in the TaxResidency node.
tinType	SSN	Will always be SSN for U.S. citizens and Residents.
blankForm	true false	Indicate if the Tax Form provided to IBKR is blank.
proprietaryFormNumber	String	Form number if broker/advisor sends proprietary blank forms instead of using the form numbers provided by IBKR.

Specific to AssociatedIndividual for an Organization or Trust

authorizedPerson

For orgs, individual that is completing the application and signing agreements.


`"authorizedPerson": false`

Name	Type	Description
`authorizedPerson`	true false	Natural person who is completing the application ad has authority to sign agreements on behalf of the entity which the account is being opened for.

Individual will be required to provide corporate resolution or similar document authorization opening of the account and establishing that the person identified on the page can sign on behalf of he account holder and has authority to do so.
Applicable for associatedIndividuals listed on an Org.

authorizedTrader

Indicate if individual is authorized to place trades for the account.


`"authorizedTrader": false,`

Name	Type	Description
`authorizedTrader`	true false	Indicate if employee associated with the entity can trade on behalf of the trust.

Required if entityTrustee is listed for Trust.
If only entityTrustee is provided as Trustee, at least one employee for the entityTrustee must be authorized to trade.
If both individual AND entityTrustee are listed as Trustees, value can be set to false and individual will be set as the authorized trader

authorizedToSignOnBehalfOfOwner

Indicate if individual is allowed to sign on behalf of the owner.


`"authorizedToSignOnBehalfOfOwner": false,`

Name	Type	Description
`authorizedToSignOnBehalfOfOwner`	true false	Indicate if employee associated with the entity can sign on behalf of the owner.

Required if entityTrustee is listed for Trust.
If only entityTrustee is provided as Trustee, at least one employee for the entityTrustee must be authorized to sign on behalf of the owner.
If both individual AND entityTrustee are listed as Trustees, value can be set to false and individual will be authorized signer.

primaryTrustee

Indicate if the individual is the primary trustee.


`"primaryTrustee": true,`

Name	Type	Description
`primaryTrustee`	true false	Indicate if primary trustee associated with the trust.

Applicable for Australian Trust Accounts.
- If Non-Australia trust, this is not required.
Cannot be more than one primary trustee.
If entityTrustee is provided, primary flag should be included for the employee associated with the entityTrustee
If Individual Trustee, include flag for individual

title

Provide title of the associated individual.


`"titles": [ { "code": "Account Holder" } ]`

Name	Type	Description
code	Org- Authorized Person DIRECTOR OTHER OFFICER SECRETARY Org- Owner SIGNATORY CEO OWNER Trust Grantor Trustee Beneficiary	Title associated with the individual.

For Orgs and Trusts, set title for each individual that is associated with the account.
For ORG if “authorizedPerson": true, title code should be one of:
- DIRECTOR
- OTHER OFFICER
- SECRETARY
For Trust, at least one trustee must be specified.