Querying Your Accounts

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In non-tiered account structures, the /portfolio/accounts endpoint returns a list of accounts for which the user can view position and account information.

This endpoint must be called prior to calling other /portfolio endpoints for those accounts.

For querying a list of accounts which the user can trade, see /iserver/accounts. For a list of subaccounts in tiered account structures (e.g. financial advisor or ibroker accounts) see /portfolio/subaccounts.

Example request:

GET https://api.ibkr.com/v1/api/portfolio/accounts

Successful response:

{
"id": "U1234567",
"PrepaidCrypto-Z": false,
"PrepaidCrypto-P": false,
"brokerageAccess": true,
"accountId": "U1234567",
"accountVan": "U1234567",
"accountTitle": "",
"displayName": "U1234567",
"accountAlias": null,
"accountStatus": 1644814800000,
"currency": "USD",
"type": "DEMO",
"tradingType": "PMRGN",
"businessType": "IB_PROSERVE",
"ibEntity": "IBLLC-US",
"faclient": false,
"clearingStatus": "O",
"covestor": false,
"noClientTrading": false,
"trackVirtualFXPortfolio": true,
"parent": {
"mmc": [],
"accountId": "",
"isMParent": false,
"isMChild": false,
"isMultiplex": false
},
"desc": "U1234567"
}
]

In multi-level account structures (such as Financial Advisor and IBroker accounts), the /portfolio/subaccounts endpoint returns a list of up to 100 subaccounts for which the user can view position and account-related information.

This endpoint must be called prior to calling other /portfolio endpoints for those subaccounts.

If you have more than 100 subaccounts use /portfolio/subaccounts2. To query a list of accounts the user can trade, see /iserver/accounts.

Example request:

GET https://api.ibkr.com/v1/api/portfolio/subaccounts

Successful response:

{
"id": "U1234567",
"PrepaidCrypto-Z": false,
"PrepaidCrypto-P": false,
"brokerageAccess": false,
"accountId": "U1234567",
"accountVan": "U1234567",
"accountTitle": "",
"displayName": "U1234567",
"accountAlias": null,
"accountStatus": 1644814800000,
"currency": "USD",
"type": "DEMO",
"tradingType": "PMRGN",
"businessType": "IB_PROSERVE",
"ibEntity": "IBLLC-US",
"faclient": false,
"clearingStatus": "O",
"covestor": false,
"noClientTrading": false,
"trackVirtualFXPortfolio": true,
"parent": {
"mmc": [],
"accountId": "",
"isMParent": false,
"isMChild": false,
"isMultiplex": false
},
"desc": "U1234567"
}
]