Supported account types include:
| Account Type | Full DAM | DAM Hybrid |
| Individual | Y | Y |
| Joint | Y | Y |
| Retirement (U.S. / Canada) | Y | Y |
| Trust | N | Y |
| Organization (LLC, Corporation, Partnership etc.) | N | Y |
Full DAM: Application is hosted entirely by the counterparty.
DAM Hybrid: Provides IBKR with partial account data via DAM API. Client will complete the remaining application steps via the IBKR hosted application (white branded). Advisor/Broker can direct the client to IBKR’s login page (white branded) or create /sso/create where client will be prompted to re-set their password (IB authentication) and then complete the application.
To find out more and see the process flowcharts, visit the Digital Account Management users' guide.