Available Endpoints

https://[domain]/ws/

Digital AM Web Service will be available on the following domains(unless otherwise specified): 

Production Instance:

  • api.ibkr.com (non-HK and non-China region only)

  • www.ibkr.com.cn (China/Hong Kong)

Quality Instance: https://qa.interactivebrokers.com

Create Accounts and Updating Account Information

Endpoint

Description

/create

This is used for account creation.

/submitDocuments

Service provides a mechanism to submit standard forms and agreements for account creation.

/update

Used to submit POI/POA documents for PENDING accounts and update account information for accounts that are already OPEN.

/sso/create

Create an SSO session for accessing IBKR Portal (White Branded).

View Account Information and Registration Tasks

Endpoint

Description

/callback

Receive notifications via RESTful Web API when status of request submitted via DAM changes.

/getAccountDetail

Service is used to view account information for an existing account.

/getAccountStatus

Query status of account(s).

/getLoginMessages

Query login messages for account(s).

/getPendingTasks

Query pending tasks for account(s)

/getRegistrationTasks

Query registration tasks (both complete and incomplete) for account(s).

/getClientData

Query list of accounts that meet certain criteria.

Retrieve information for files submitted using the API 

Endpoint

Description

/getAmRequestStatus

Query status of request that was submitted using /update endpoint.

/getBatchDetails

When you receive the response, you will receive a batch ID. Service allows you to query batch details.

/getFileDetails

Service to get Request and Response file Details of one or more accounts. 

/getResponseFile

Pull response file using external ID.

/getStatus

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

/getEnumerations Query ECA Enumerations.

/getXMLSchema

Service is used to obtain the latest XML Schema (XSD).

/healthcheck

Allows you to check whether DAM WS is up and running.

/validateXML

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

/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

/preference/set

Set preferred language for existing account.

/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).