Can I use Digital Account Management?

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:

  • DAM ECA: Registration System, Account Creation, Updating account information for existing accounts.
  • DAM FB: Facilitate ongoing fund transfers for accounts that are already approved/opened.

IBKR provides everything you need to program your own XML-based client account application solution

Find out more by visiting the Digital Account Management web page.

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Can I receive electronic confirmation of opening an account?
How do I get started with Digital Account Management?
Do you offer Post Trade Allocation?
What are the requirements for using the Digital Account Management (DAM) tool?