Can I customize the Funds & Banking process for my clients?

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. …

Open Banking is a service that allows you to link your broker and bank accounts for purpose of funding but not all financial institutions participate in Open Banking connections. If your financial institution is not available when you select method "Open Banking", IBKR will not be able to establish a connection with them. Please use alternative funding methods available in Client Portal to transfer funds such as local electronic transfer methods and/or wire.  …

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:…

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…