You can use our Electronic Client Application (ECA) capabilities to automate the account opening and initial account funding process. 

Find out more about using Digital Account Management on our website. …

To configure a Flex Query with AI 

1. Log in to Client Portal.
2. Click the Performance & Reports…

This tool configures Flex Queries based on your account data. It does not support investment advice, market screening, or account support requests. If your request falls outside Flex Query data, the system will let you know and may suggest an alternative tool to use…

Yes. Queries saved from either view share the same storage. A query created with AI appears in the classic builder and vice versa, with no distinction between the two…

Yes. After the query is generated, click "Edit Columns" on any section in the preview to add or remove fields using the standard Flex Query column selector…

Yes, if you are an RIA or Introducing Broker operating in a FATF-member country, you can use the Funds & Banking capabilities of our Digital Account Management (DAM) tool to automate wire deposits/withdrawals, internal cash/position transfers, external position transfers, and more…

Yes. When your request includes a specific security (e.g., "Show me my trades for AAPL" or "Unrealized gains for AAPL and MSFT"), the system identifies the symbol(s) and applies them as a filter to the applicable sections of your Flex Query (e.g., Trades, Open Positions). You can also include related options and futures for a filtered symbol using the Include Derivatives toggle. Filters are shown in the preview before you save or download your query, and can be added, edited, or removed from there. The same filtering is also available when building a Flex Query in the Classic view…

The Digital Account Management (DAM) is available by request only to advisors/brokers that are registered in FATF member countries. It includes the following functions: 

• DAM ECA: Registration System, Account Creation, Updating account information for existing accounts…

Digital Account Management (DAM) is available for Registered Advisors and Introducing Brokers that would like to customize IBKR's Registration System and Client Portal. The Advisor/Broker will gather required data on their website and send the data to IBKR in XML format via RESTFUL Web API. DAM is used as an alternative to the IB Hosted Portal and supports the following functions:…

Supported account types include: 

Customizable functions in the DAM tool include: 

• Registration: Use our Electronic Client Application (ECA) capabilities to automate the account opening and initial account funding process.
• Funds & Banking: Use our Funds & Banking (FB) capabilities to automate wire deposits/withdrawals, internal cash/position transfers, external position transfers, and more…

Working knowledge and/or support staff with working knowledge of XML and PGP Key Encryption is required. Application data will be sent to IBKR in XML format via RESTful Web API. For the XML files, only ASCII characters are supported.

Find out more in the…