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Flex Web Service Version 3

To use the Flex Web Service Version 3

  1. Click Reports > Settings > FlexWeb Service.

  1. Activate the Flex Web Service by clicking the Click Here to Activate link.
    The page refreshes, indicating a status of ACTIVE for the Flex Web Service, and lets you generate a confirmation number, which you will need to initiate Flex requests and retrieve Flex reports.

  1. Generate a new token:
  1. In the Should Expire After list, select the amount of time before the token expires. The token is valid for a 6 hour period by default.
  2. In the Valid For IP Address field, enter an IP address to restrict the token to that IP address. If you leave this field blank, there will be no IP address restrictions.
  3. Click Generate New Token.
    The page refreshes, updating the Current Token Details section with information about your newly-generated token. When you generate a new token, you invalidate the current token.
  1. Initiate an automated Flex Web Service request:
  1. Make sure you have the following information:
    Your current token (displayed in the Current Token Details section of the page)
    The Flex Query ID generated when you created the Flex query.

Programmatic access requires the User-Agent HTTP header to be set. Accepted values are: Blackberry or Java.

  1. Type the following URL in your browser’s Address field:
    https://gdcdyn.interactivebrokers.com/Universal/servlet/FlexStatementService.SendRequest?t=TOKEN&q=QUERY_ID&v=3
    Where:
    TOKEN is your current token
    QUERY_ID is the Flex Query ID
    v=3 specifies that you are using Flex Web Service Version 3. Note that if you do not specify a Version, the system will use Version 2.

You will receive an XML response from us containing the following information:

Here is a sample successful XML response Version 3:

<FlexStatementResponse timestamp="28 August, 2012 10:37 AM EDT">
<Status>Success</Status>
<ReferenceCode>1234567890</ReferenceCode>
<url>https://gdcdyn.interactivebrokers.com/Universal/servlet/FlexStatementService.GetStatement</url>
</FlexStatementResponse>

If the request was unsuccessful, the response will contain the following parameters:

<Status>Fail</Status>
<ErrorCode>XXXX</ErrorCode>
where XXXX = a numeric error code.
<ErrorMessage>TEXT</ErrorMessage>
Where TEXT is a text description of the specific error.

See Version 3 Error Codes for a list of all error codes and error messages.

Here is a sample unsuccessful XML response Version 3:

<FlexStatementResponse timestamp="28 August, 2012 10:37 AM EDT">
<Status>Fail</Status>
<ErrorCode>1012</ErrorCode>
<ErrorMessage>Token has expired.</ErrorMessage>
</FlexStatementResponse>
  1. Retrieve the Flex data:
  1. Be sure that you have your current token number, and the reference code you received as part of the response to your initial request.
  2. Type the following URL in your browser’s Address field:
    https://gdcdyn.interactivebrokers.com/Universal/servlet/FlexStatement
    Service.GetStatement?q=REFERENCE_CODE&t=TOKEN
    &v=VERSION

    Where:
    REFERENCE_CODE is the code you received as part of the response when you placed the request
    TOKEN is your current token
    VERSION is the version of the Flex Web Service Version you are using. You can set this to 2 or 3. Note that if you do not specify a Version, the system will use Version 2.

You will receive the Flex data as the response if the request was successful. Otherwise, you will receive a XML based response informing you that the request was invalid. Here is an example of an unsuccessful request to retrieve the Flex data using Version 3:

<FlexStatementResponse timestamp="28 August, 2012 10:37 AM EDT">
<Status>Fail</Status>
<ErrorCode>1015</ErrorCode>
<ErrorMessage>Token is invalid.</ErrorMessage>
</FlexStatementResponse>