Introduction

Interactive Brokers classifies first party entities as institutions that will be trading on behalf of themselves or their institution. The same entity developing with the API platform will be the same entity that will be using it for trading.

Examples of first party entities include financial advisors, hedge funds, and organizations looking to trade their own capital.

For interested first party candidates, please email apiintegration@interactivebrokers.com with the following questions answered.

1. What do you intend to do with OAuth access?
2. Please list all accounts that will use the developed OAuth program.
3. Will the client application be developed in-house or by a third-party developer?

Approved groups using First Party OAuth will need to use the Self Service Portal in order to generate their consumer key, encryption keys, and access tokens. This link will be provided directly to approved entities during the onboarding process. This is an essential step in creating your program and following the steps listed below.

Registering a Consumer Key via the Self-Service Portal will not be valid until after Midnight in New York, United States; Zug, Switzerland, or Hong Kong depending on your region. Attempting to use the new Consumer Key prior to the reset will result in an error (you may receive a 401 Invalid Consumer error).