Available Endpoints
Digital AM Web Service will be available on the following domains(unless otherwise specified):
Production Instance:
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api.ibkr.com (non-HK and non-China region only)
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www.ibkr.com.cn (China/Hong Kong)
Quality Instance: https://qa.interactivebrokers.com
Create Accounts and Updating Account Information
Endpoint |
Description |
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This is used for account creation. |
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Service provides a mechanism to submit standard forms and agreements for account creation. |
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Used to submit POI/POA documents for PENDING accounts and update account information for accounts that are already OPEN. |
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Create an SSO session for accessing IBKR Portal (White Branded). |
View Account Information and Registration Tasks
Endpoint |
Description |
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Receive notifications via RESTful Web API when status of request submitted via DAM changes. |
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Service is used to view account information for an existing account. |
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Query status of account(s). |
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Query login messages for account(s). |
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Query pending tasks for account(s) |
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Query registration tasks (both complete and incomplete) for account(s). |
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Query list of accounts that meet certain criteria. |
Retrieve information for files submitted using the API
Endpoint |
Description |
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Query status of request that was submitted using /update endpoint. |
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When you receive the response, you will receive a batch ID. Service allows you to query batch details. |
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Service to get Request and Response file Details of one or more accounts. |
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Pull response file using external ID. |
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If you misplace the response file (but stored the batch ID), you can reference the batch ID to pull the response file again. |
Schema and Healthcheck
Endpoint |
Description |
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/getEnumerations | Query ECA Enumerations. |
Service is used to obtain the latest XML Schema (XSD). |
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Allows you to check whether DAM WS is up and running. |
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Endpoint is to perform primary validations on (just) the XML document (whether mandatory data is missing, etc.) prior to submitting requests to create accounts. |
Pre-Trade Compliance
Endpoint |
Usage |
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/apply |
Service is used to manage restrictions, rules, and associations for Pre-Trade Compliance using the API. |
/verify |
Service is used to validate that the contents included in the CSV file is in good order. |
Additional Features
Endpoint |
Description |
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Set preferred language for existing account. |
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/preference/getSingle | View preferred language for existing account. |
/cacapi.ext/submit | Manage Corporate Action. Service includes viewing corporate action detail(s) and submitting corporate action election(s) for account(s). |