Organization - United States

Minimum Data

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<Applications xmlns="http://www.interactivebrokers.com/schemas/IBCust_import">
 <Application>
<Customer email="tester@gmail.com" external_id="OrgTester123" md_status_nonpro="false" prefix="teste" type="ORG">
 <Organization us_tax_purpose_type="C" type="PARTNERSHIP">
 <Identification formation_country="USA" identification="11122333" identification_country="USA" name="Test Org" same_mail_address="true">
  <PlaceOfBusiness city="Greewnich City" country="USA" postal_code="06905" state="CT" street_1="Pickwick Plaza" /> 
  </Identification>
<TaxResidencies>
  <TaxResidency TIN="11122333" country="USA" /> 
  </TaxResidencies>
 <AssociatedEntities>
 <AssociatedIndividual AuthorizedPerson="true" external_id="OrgTester123ap">
  <Name first="Tester" last="Test" salutation="Mrs." /> 
  <DOB>1990-05-21</DOB> 
  <Residence city="Greewnich City" country="USA" postal_code="06905" state="CT" street_1="Pickwick Plaza" /> 
  <Email email="tester@gmail.com" /> 
  <Identification IssuingCountry="USA" SSN="11122333" citizenship="USA" /> 
 <TaxResidencies>
  <TaxResidency TIN="11122333" TINType="SSN" country="USA" /> 
  </TaxResidencies>
  <Title code="SECRETARY" /> 
  </AssociatedIndividual>
  </AssociatedEntities>
  </Organization>
  </Customer>
<Accounts>
 <Account base_currency="USD" external_id="OrgTester123" margin="Cash" multicurrency="true">
 <TradingPermissions>
  <TradingPermission exchange_group="US-Sec" /> 
  </TradingPermissions>
 <AdvisorWrapFees strategy="NO_FEES"/> <!-- Only Required for Advisor Clients -->
  </Account>
  </Accounts>
<Users>
  <User external_individual_id="OrgTester123ind" external_user_id="OrgTester123usr" prefix="teste" /> 
  </Users>
  </Application>
  </Applications>

Maximum Data

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<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<Applications xmlns="http://www.interactivebrokers.com/schemas/IBCust_import">
  <Application>
    <Customer email="tester@ibkr.com" external_id="OrgTester" md_status_nonpro="false" prefix="testt" type="ORG">
      <Organization TradeIntention_Type="FINANCIALINSTITUTION" type="LLC" type_of_trading="FIRM" us_tax_purpose_type="C">
        <Identification business_description="Yes" formation_country="USA" identification="1111222" identification_country="USA" name="Test Org USA" same_mail_address="true">
          <PlaceOfBusiness city="Tester" country="USA" postal_code="29209" state="CT" street_1="1 Tester Road"/>
          <Phones>
            <Phone country="USA" number="2034228988" type="Business"/>
          </Phones>
        </Identification>
        <TaxResidencies>
          <TaxResidency TIN="1111222" country="USA"/>
        </TaxResidencies>
        <FinancialInformation annual_net_income="4" liquid_net_worth="8" net_worth="8">
          <SourcesOfWealth>
            <SourceOfWealth is_used_for_funds="true" percentage="100" source_type="SOW-ORG-OwnerEquity"/>
          </SourcesOfWealth>
          <InvestmentExperience>
            <AssetExperience asset_class="STK" knowledge_level="Extensive" trades_per_year="60" years_trading="10"/>
          </InvestmentExperience>
        </FinancialInformation>
        <AssociatedEntities>
          <AssociatedIndividual AuthorizedPerson="true" external_id="OrgTesterOASP12">
            <Name first="Joe" last="Doe"/>
            <DOB>1940-08-09</DOB>
            <CountryOfBirth>USA</CountryOfBirth>
            <Residence city="Tester" country="USA" postal_code="29209" state="CT" street_1="1 Tester Road"/>
            <Phones>
              <Phone country="USA" number="2034228988" type="Mobile"/>
            </Phones>
            <Email email="tester@ibkr.com"/>
            <Identification IssuingCountry="USA" SSN="111221111" citizenship="USA"/>
            <TaxResidencies>
              <TaxResidency TIN="111221111" TINType="SSN" country="USA"/>
            </TaxResidencies>
            <Title code="DIRECTOR"/>
            <EmploymentType>EMPLOYED</EmploymentType>
            <EmploymentDetails>
              <employer>IBKR</employer>
              <occupation>Financial Managers</occupation>
              <employer_business>Investment Advisory</employer_business>
              <employer_address city="Greenwich" country="USA" postal_code="06905" state="CT" street_1="2 Pickwick Plaza"/>
            </EmploymentDetails>
          </AssociatedIndividual>
          <AssociatedIndividual external_id="OrgTesterOASP1">
            <Name first="Jane" last="Doe"/>
            <DOB>1972-07-27</DOB>
            <CountryOfBirth>USA</CountryOfBirth>
            <Phones>
              <Phone country="USA" number="2034228988" type="Mobile"/>
            </Phones>
            <Identification IssuingCountry="USA" SSN="111221111" citizenship="USA"/>
            <TaxResidencies>
              <TaxResidency TIN="1112222" TINType="SSN" country="USA"/>
            </TaxResidencies>
            <Ownership percentage="50"/>
            <Title code="OWNER"/>
            <Residence city="Tester" country="USA" postal_code="29209" state="CT" street_1="1 Tester Road"/>
            <EmploymentType>RETIRED</EmploymentType>
          </AssociatedIndividual>
        </AssociatedEntities>
      </Organization>
    </Customer>
    <Accounts>
      <Account alias="Tester Org" base_currency="USD" external_id="OrgTesterAC" margin="MARGIN" multicurrency="true" stock_yield_program="true">
        <InvestmentObjectives>
          <objective>Income</objective>
          <objective>Growth</objective>
        </InvestmentObjectives>
        <TradingPermissions>
          <TradingPermission country="UNITED STATES" product="STOCKS"/>
        </TradingPermissions>
        <AdvisorWrapFees strategy="NO_FEES"/> <!-- Only Required for Advisor Clients -->
      </Account>
    </Accounts>
    <Users>
      <User external_individual_id="OrgTesterAH" external_user_id="OrgTesterUSR" prefix="testt"/>
    </Users>
  </Application>
    </Applications>