/getRegistrationTasks
https://[domain]/ws/eca/getRegistrationTasks
- 
                                                
Service to query the following:
- 
                                                        
Registration tasks that need to be complete OR have been completed
 - 
                                                        
Pull CIP documents submitted to IBKR for account approval. These CIP documents if required for an account, may include copies of driver’s license, passport, utility bills etc.
 
 - 
                                                        
 - 
                                                
Query by Account ID, for custom group of accounts, by form number, or by accounts created within certain date range.
 - 
                                                
HTTP Request Type: POST
 
| 
                                                                 Name  | 
                                                            
                                                                 Value  | 
                                                            
                                                                 Description  | 
                                                            
                                                                 Usage  | 
                                                        
|---|---|---|---|
| 
                                                                 CSID  | 
                                                            
                                                                 Client Service ID  | 
                                                            
                                                                 Unique identifier issued by Interactive Brokers. 
  | 
                                                            
                                                                 Required  | 
                                                        
| 
                                                                 accountIds  | 
                                                            
                                                                 IBKR Client Account Number  | 
                                                            
                                                                 View registrations by account or group of accounts.  | 
                                                            
                                                                 Optional- if querying by account ID or custom group of accounts.  | 
                                                        
| 
                                                                 startDate  | 
                                                            
                                                                 yyyy-mm-dd  | 
                                                            
                                                                 View registration tasks for accounts created within certain time period.  | 
                                                            
                                                                 Optional- if querying for accounts created within specific date range.  | 
                                                        
| 
                                                                 endDate  | 
                                                            
                                                                 yyyy-mm-dd  | 
                                                            
                                                                 Filter by date when account was created. If start date is provided, end date is mandatory  | 
                                                            
                                                                 If startDate is provided, endDate is mandatory.  | 
                                                        
| 
                                                                 formNumber  | 
                                                            
                                                                 Numeric  | 
                                                            
                                                                 Show list of all client accounts associated with master account ID that are assigned the form_no OR have completed the form_no. Include startDate/endDate to query for that specific time range.  | 
                                                            
                                                                 Optional- used to filter list of accounts pending due to specific task or form_no.  | 
                                                        
| 
                                                                 getDocs  | 
                                                            
                                                                 T F  | 
                                                            
                                                                 T= True (Documents will be pulled) F= False (Documents will not be pulled)  | 
                                                            
                                                                 Optional- only required if pulling CIP documents (ie. Proof of Address, Proof of ID, etc.). 
 
  | 
                                                        
Option 1: All Sub Accounts - With StartDate and EndDate
{"CSID":"<client-service-id>","startDate":"<yyyy-mm-dd>","endDate":"<yyyy-mm-dd>"}
                                                    curl -k -H "Content-Type:application/json" -X POST https://qa.interactivebrokers.com/ws/eca/getRegistrationTasks -d ' {"CSID":"TesterCSID", "startDate":"2019-11-26","endDate":"2021-05-12"}'
                                                    Option 2: By Form Number - With StartDate and EndDate
{"CSID":"<client-service-id>","accountIds":"<ID1>","accountIds":"<ID2>","formNumber":"<FormNumberHere>"}
                                                    curl -k -H "Content-Type:application/json" -X POST https://qa.interactivebrokers.com/ws/eca/getRegistrationTasks -d ' {"CSID":"TesterCSID", "formNumber":"2109","startDate":"2019-11-26","endDate":"2021-05-12"}'
                                                    Option 3: By Form Number - Without StartDate and EndDate
curl -k -H "Content-Type:application/json" -X POST https://qa.interactivebrokers.com/ws/eca/getRegistrationTasks -d ' {"CSID":"TesterCSID", "formNumber":"2109"}'
                                                    Option 4: By Account
curl -k -H "Content-Type:application/json" -X POST https://qa.interactivebrokers.com/ws/eca/getRegistrationTasks -d ' {"CSID":"TesterCSID", "accountIds":["U12345", "U55555"]}'
                                                    Option 5: CIP Documents
{"CSID":"<client-service-id>","accountIds":"<ID1>","accountIds":"<ID2>", "getDocs":"T", "formNumber":"<FormNumber>",}
                                                    curl -k -H "Content-Type:application/json" -X POST https://qa.interactivebrokers.com/ws/eca/getRegistrationTasks -d ' {"CSID":"TesterCSID", "getDocs":"T", "formNumber":"8001", "accountIds":["U12345", "U55555"]}'
                                                    | 
                                                                 Name  | 
                                                            
                                                                 Value  | 
                                                            
                                                                 Description  | 
                                                        
|---|---|---|
| 
                                                                 acctId  | 
                                                            
                                                                 String  | 
                                                            
                                                                 The account ID associated with the account.  | 
                                                        
| 
                                                                 action  | 
                                                            
                                                                 to send to complete to sign  | 
                                                            
                                                                 to send: Submit documents using theDocumentSubmission via the /update endpoint. to complete: Task needs to be completed within the IB Hosted Portal. Task can be completed by the master OR client. to sign: submit the missing form using theDocumentSubmission via /update endpoint.  | 
                                                        
| 
                                                                 isRequiredForApproval  | 
                                                            
                                                                 Boolean  | 
                                                            
                                                                 Indicates if the pending_task is required for approval. If TRUE; indicates account will not be approved until the task has been completed.  | 
                                                        
| 
                                                                 taskNumber  | 
                                                            
                                                                 Numeric Value  | 
                                                            
                                                                 For IB Internal use only  | 
                                                        
| 
                                                                 timestamp  | 
                                                            
                                                                 YYYY-MM-DD HH:MM:SS  | 
                                                            
                                                                 Date/Time which the request was processed at.  | 
                                                        
| 
                                                                 isError  | 
                                                            
                                                                 Boolean  | 
                                                            
                                                                 Indicates if there was an error when processing the request.  | 
                                                        
| 
                                                                 isPendingTaskPresent  | 
                                                            
                                                                 Boolean  | 
                                                            
                                                                 Indicates if Pending_Task is included within response file.  | 
                                                        
JSON Response
{"result" : [
    {
     [ 
      {
        "isRegistrationTasksPresent" : "<true|false>",
         "isRequiredForTrading" : "<true|false>",
         "isOnlineTask" : "<true|false>",
         "formNumber" : "<form_number>",
         "formName" : "<form_name>",
         "action" : "<required_action>",
         "isRequiredForApproval" : "<true|false>",
         "taskNumber" : "<task_number"
      }
      ],
      "isError" : "<true|false>",
      "isPendingTaskPresent" : "<true|false>,
      "acctId" : "<ID1>",
      "error" : "<error>" 
    }
  ],
  "timestamp" : "<time_stamp>"
}
 
                                                    Sample
{"result":[{"isError":false,"dateOpened":"2021-01-22 16:34:50.0","dateStarted":"2021-01-12","isRegistrationTaskPresent":true,"acctId":"U5555555","description":"Open","registrationTasks":[{"dateComplete":"2021-01-12 15:57:07.0","formNumber":"1009","formName":"Margin and Products","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-12 15:14:54.0","formNumber":"1010","formName":"E-mail Confirmation","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 15:20:28.0","formNumber":"1039","formName":"Trust Applicant Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 15:52:55.0","formNumber":"1101","formName":"Funding Notification","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-12 15:16:14.0","formNumber":"2101","formName":"Username/Account ID Confirmation","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 15:48:49.0","formNumber":"2107","formName":"Customer Financial Info","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 15:51:26.0","formNumber":"2109","formName":"Legal Acknowledgement","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-12 15:28:48.0","formNumber":"2131","formName":"Trustees Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 15:40:55.0","formNumber":"2132","formName":"Benficiaries Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 15:28:32.0","formNumber":"2133","formName":"Settlors/Grantors Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 15:43:00.0","formNumber":"2141","formName":"Trust Regulatory Info","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 15:20:43.0","formNumber":"2181","formName":"Account Configuration","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 15:52:54.0","formNumber":"2191","formName":"Application Review","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-12 16:06:52.0","formNumber":"2192","formName":"Privacy Statement","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 16:07:43.0","formNumber":"2203","formName":"Online Bingo Configuration","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-12 16:06:51.0","formNumber":"3024","formName":"Forex and Multi-Currency Risk Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 16:06:51.0","formNumber":"3070","formName":"Business Continuity Plan Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 16:06:51.0","formNumber":"3071","formName":"Day Trading Risk Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 16:06:52.0","formNumber":"3074","formName":"Order Routing and Payment for Order Flow Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"3081","formName":"Notice Regarding USA Patriot Act Section 311","action":"to sign","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"formNumber":"3089","formName":"Global Financial Information Services Subscriber Agreement","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"dateComplete":"2021-01-12 16:06:52.0","formNumber":"3094","formName":"Notice Regarding NFA's BASIC System","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"3203","formName":"Customer Agreement US","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"dateComplete":"2021-01-12 16:06:52.0","formNumber":"4016","formName":"After-hours Trading Risk Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"4024","formName":"Interactive Brokers Form CRS Customer Relationship Summary","action":"to sign","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"dateComplete":"2021-01-12 15:41:20.0","formNumber":"5003","formName":"Tax Withholding Qualification","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 15:51:50.0","formNumber":"6107","formName":"Advisor Fees - Client Review","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-12 15:50:20.0","formNumber":"6108","formName":"Agreement Limiting Interactive Brokers Liability","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"6112","formName":"Client Financial Advisor Agreement","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"dateComplete":"2021-01-12 16:07:44.0","formNumber":"8400","formName":"Application Status","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-12 15:42:05.0","formNumber":"5002","formName":"W9","action":"to complete","isRequiredForApproval":"true","isComplete":"true"}],"status":"O"},{"isError":false,"dateStarted":"2021-01-13","isRegistrationTaskPresent":true,"acctId":"U51111","description":"New Account","registrationTasks":[{"formNumber":"1009","formName":"Margin and Products","action":"to complete","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"dateComplete":"2021-01-13 11:10:09.0","formNumber":"1010","formName":"E-mail Confirmation","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"1039","formName":"Trust Applicant Information","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"1101","formName":"Funding Notification","action":"to complete","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"formNumber":"2101","formName":"Username/Account ID Confirmation","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"2107","formName":"Customer Financial Info","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"2109","formName":"Legal Acknowledgement","action":"to complete","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"formNumber":"2131","formName":"Trustees Information","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"2132","formName":"Benficiaries Information","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"2133","formName":"Settlors/Grantors Information","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"2141","formName":"Trust Regulatory Info","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"2181","formName":"Account Configuration","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"2191","formName":"Application Review","action":"to complete","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"formNumber":"2192","formName":"Privacy Statement","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"2203","formName":"Online Bingo Configuration","action":"to complete","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"formNumber":"3024","formName":"Forex and Multi-Currency Risk Disclosure","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"3070","formName":"Business Continuity Plan Disclosure","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"3071","formName":"Day Trading Risk Disclosure","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"3074","formName":"Order Routing and Payment for Order Flow Disclosure","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"3081","formName":"Notice Regarding USA Patriot Act Section 311","action":"to sign","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"formNumber":"3089","formName":"Global Financial Information Services Subscriber Agreement","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"3094","formName":"Notice Regarding NFA's BASIC System","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"3203","formName":"Customer Agreement US","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"4016","formName":"After-hours Trading Risk Disclosure","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"5003","formName":"Tax Withholding Qualification","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"6107","formName":"Advisor Fees - Client Review","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"6108","formName":"Agreement Limiting Interactive Brokers Liability","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"6112","formName":"Client Financial Advisor Agreement","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"8400","formName":"Application Status","action":"to complete","isRequiredForApproval":"false","state":"Pending","isComplete":"false"}],"status":"N"},{"isError":false,"dateStarted":"2021-01-20","isRegistrationTaskPresent":true,"acctId":"U53333","description":"Pending","registrationTasks":[{"dateComplete":"2021-01-20 16:28:17.0","formNumber":"1009","formName":"Margin and Products","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"1010","formName":"E-mail Confirmation","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 16:20:44.0","formNumber":"1038","formName":"Org Applicant Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"1101","formName":"Funding Notification","action":"to complete","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"2101","formName":"Username/Account ID Confirmation","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 16:28:16.0","formNumber":"2107","formName":"Customer Financial Info","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:53.0","formNumber":"2109","formName":"Legal Acknowledgement","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-20 16:26:06.0","formNumber":"2119","formName":"Organization Regulatory Info","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 16:29:29.0","formNumber":"2134","formName":"Owners Information","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-20 16:25:26.0","formNumber":"2135","formName":"Applying Individual","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 16:20:29.0","formNumber":"2150","formName":"Source of Wealth","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-20 17:27:57.0","formNumber":"2161","formName":"Security Officers","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"2191","formName":"Application Review","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"2192","formName":"Privacy Statement","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"2203","formName":"Online Bingo Configuration","action":"to complete","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"dateComplete":"2021-01-20 17:26:07.0","formNumber":"2314","formName":"Owners Certified Information","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"3024","formName":"Forex and Multi-Currency Risk Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"3070","formName":"Business Continuity Plan Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"3071","formName":"Day Trading Risk Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"3074","formName":"Order Routing and Payment for Order Flow Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"3081","formName":"Notice Regarding USA Patriot Act Section 311","action":"to sign","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"3089","formName":"Global Financial Information Services Subscriber Agreement","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"3094","formName":"Notice Regarding NFA's BASIC System","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"3107","formName":"Questionnaire for Bearer Shares","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"3203","formName":"Customer Agreement US","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 16:26:06.0","formNumber":"3380","formName":"Questionnaire for ORG High Risk Contribution Countries","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"4016","formName":"After-hours Trading Risk Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"5003","formName":"Tax Withholding Qualification","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"6107","formName":"Advisor Fees - Client Review","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"6108","formName":"Agreement Limiting Interactive Brokers Liability","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"6112","formName":"Client Financial Advisor Agreement","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2021-01-20 17:29:55.0","formNumber":"8400","formName":"Application Status","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"formNumber":"9978","formName":"Questionnaire - Applicant Business Types","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"9979","formName":"Questionnaire - Entity Business Types","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"dateComplete":"2021-01-20 17:29:54.0","formNumber":"5002","formName":"W9","action":"to complete","isRequiredForApproval":"true","isComplete":"true"}],"status":"P"},{"isError":false,"dateStarted":"2020-12-31","isRegistrationTaskPresent":true,"acctId":"U11111","description":"Abandoned","registrationTasks":[{"dateComplete":"2020-12-31 09:57:02.0","formNumber":"1009","formName":"Margin and Products","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2020-12-31 09:43:47.0","formNumber":"1010","formName":"E-mail Confirmation","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:45:13.0","formNumber":"1039","formName":"Trust Applicant Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:55:52.0","formNumber":"1101","formName":"Funding Notification","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2020-12-31 09:44:08.0","formNumber":"2101","formName":"Username/Account ID Confirmation","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:54:35.0","formNumber":"2107","formName":"Customer Financial Info","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:55:20.0","formNumber":"2109","formName":"Legal Acknowledgement","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2020-12-31 09:47:55.0","formNumber":"2131","formName":"Trustees Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:49:12.0","formNumber":"2132","formName":"Benficiaries Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:47:26.0","formNumber":"2133","formName":"Settlors/Grantors Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:51:19.0","formNumber":"2141","formName":"Trust Regulatory Info","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:45:13.0","formNumber":"2181","formName":"Account Configuration","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:55:51.0","formNumber":"2191","formName":"Application Review","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2020-12-31 09:58:34.0","formNumber":"2192","formName":"Privacy Statement","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 10:00:23.0","formNumber":"2203","formName":"Online Bingo Configuration","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2020-12-31 09:58:34.0","formNumber":"3024","formName":"Forex and Multi-Currency Risk Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:58:34.0","formNumber":"3070","formName":"Business Continuity Plan Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:58:34.0","formNumber":"3071","formName":"Day Trading Risk Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:58:34.0","formNumber":"3074","formName":"Order Routing and Payment for Order Flow Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"3081","formName":"Notice Regarding USA Patriot Act Section 311","action":"to sign","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"formNumber":"3089","formName":"Global Financial Information Services Subscriber Agreement","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"dateComplete":"2020-12-31 09:58:34.0","formNumber":"3094","formName":"Notice Regarding NFA's BASIC System","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"3203","formName":"Customer Agreement US","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"dateComplete":"2020-12-31 09:58:34.0","formNumber":"4016","formName":"After-hours Trading Risk Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"4024","formName":"Interactive Brokers Form CRS Customer Relationship Summary","action":"to sign","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"formNumber":"4215","formName":"IBKR Fully Paid Securities Lending Program Disclosure","action":"to complete","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"formNumber":"4216","formName":"MSLA for IBKR Fully Paid Securities Lending Program","action":"to sign","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"formNumber":"4217","formName":"IBKR Securities Services LLC Securities Acct Control Agreement","action":"to sign","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"dateComplete":"2020-12-31 09:49:30.0","formNumber":"5003","formName":"Tax Withholding Qualification","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:55:45.0","formNumber":"6107","formName":"Advisor Fees - Client Review","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2020-12-31 09:55:07.0","formNumber":"6108","formName":"Agreement Limiting Interactive Brokers Liability","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"6112","formName":"Client Financial Advisor Agreement","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"dateComplete":"2020-12-31 10:00:26.0","formNumber":"8400","formName":"Application Status","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2020-12-31 09:50:43.0","formNumber":"5002","formName":"W9","action":"to complete","isRequiredForApproval":"true","isComplete":"true"}],"status":"A"},{"isError":false,"dateStarted":"2019-04-10","isRegistrationTaskPresent":true,"acctId":"U22222222","description":"Closed","dateClosed":"2019-06-10","registrationTasks":[{"dateComplete":"2019-04-25 17:28:41.0","formNumber":"1009","formName":"Margin and Products","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2019-04-10 15:38:27.0","formNumber":"1010","formName":"E-mail Confirmation","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-11 15:13:01.0","formNumber":"1039","formName":"Trust Applicant Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-17 17:18:50.0","formNumber":"1101","formName":"Funding Notification","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2019-04-10 15:38:49.0","formNumber":"2101","formName":"Username/Account ID Confirmation","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-25 17:28:40.0","formNumber":"2107","formName":"Customer Financial Info","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-17 17:18:39.0","formNumber":"2109","formName":"Legal Acknowledgement","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2019-04-17 17:14:37.0","formNumber":"2131","formName":"Trustees Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-17 17:14:58.0","formNumber":"2132","formName":"Benficiaries Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-17 17:09:10.0","formNumber":"2133","formName":"Settlors/Grantors Information","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-17 17:17:50.0","formNumber":"2141","formName":"Trust Regulatory Info","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-11 15:13:08.0","formNumber":"2181","formName":"Account Configuration","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-17 17:18:43.0","formNumber":"2191","formName":"Application Review","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2019-04-25 17:07:50.0","formNumber":"2192","formName":"Privacy Statement","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-25 17:08:15.0","formNumber":"2203","formName":"Online Bingo Configuration","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2019-04-25 17:07:50.0","formNumber":"3024","formName":"Forex and Multi-Currency Risk Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-25 17:07:50.0","formNumber":"3070","formName":"Business Continuity Plan Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-25 17:07:50.0","formNumber":"3071","formName":"Day Trading Risk Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-25 17:07:50.0","formNumber":"3074","formName":"Order Routing and Payment for Order Flow Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"3081","formName":"Notice Regarding USA Patriot Act Section 311","action":"to sign","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"formNumber":"3089","formName":"Global Financial Information Services Subscriber Agreement","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"dateComplete":"2019-04-25 17:07:50.0","formNumber":"3094","formName":"Notice Regarding NFA's BASIC System","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-25 17:31:17.0","formNumber":"3203","formName":"Customer Agreement US","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-25 17:07:50.0","formNumber":"4016","formName":"After-hours Trading Risk Disclosure","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"4024","formName":"Interactive Brokers Form CRS Customer Relationship Summary","action":"to sign","isRequiredForApproval":"false","state":"Pending","isComplete":"false"},{"dateComplete":"2019-04-17 17:15:09.0","formNumber":"5003","formName":"Tax Withholding Qualification","action":"to complete","isRequiredForApproval":"true","isComplete":"true"},{"formNumber":"6107","formName":"Advisor Fees - Client Review","action":"to complete","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"formNumber":"6108","formName":"Agreement Limiting Interactive Brokers Liability","action":"to sign","isRequiredForApproval":"true","state":"Pending","isComplete":"false"},{"dateComplete":"2019-04-25 17:31:17.0","formNumber":"6112","formName":"Client Financial Advisor Agreement","action":"to sign","isRequiredForApproval":"true","isComplete":"true"},{"dateComplete":"2019-04-25 17:05:34.0","formNumber":"8400","formName":"Application Status","action":"to complete","isRequiredForApproval":"false","isComplete":"true"},{"dateComplete":"2019-04-17 17:15:39.0","formNumber":"5002","formName":"W9","action":"to complete","isRequiredForApproval":"true","isComplete":"true"}],"status":"C"},{"isError":false,"dateOpened":"2021-01-20 16:32:58.0","dateStarted":"2021-01-13","timestamp":"2021-08-23 16:12:12"}
                                                    