/ptc
https://api.ibkr.com/ws/ptc/csv
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IBKR's Pre-Trade Compliance (PTC) tool to apply trade-related rules and restrictions to an account or user, or to an entire account family, including all client/sub-accounts. Updates to PTC restrictions, rules, and associations can be sent to IBKR using RESTful Web API.
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Restrictions will be sent in CSV Format.
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Same format that is used to upload CSV files within the IBKR Hosted Platform.
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Available Services
|
Function |
Usage |
Fully Disclosed Advisor-Clients |
Non-Disclosed |
|---|---|---|---|
| /apply |
Service is used to manage restrictions, rules, and associations for Pre-Trade Compliance using the API. |
Y |
Y |
| /verify |
Service is used to validate that the contents included in the CSV file is in good order. |
Y |
Y |
