Trust- NonUS

Minimum Data

Copy

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<Applications xmlns="http://www.interactivebrokers.com/schemas/IBCust_import">
  <Application>
    <Customer email="dam@ibkr.com" external_id="TestTrust2022" md_status_nonpro="true" prefix="testr" type="TRUST">
      <Trust>
        <Identification date_formed="2020-08-19" formation_country="SAU" formation_state="SA-08" name="Test Truster" same_mail_address="true" type_of_trust="REVOCABLE">
          <Address city="Greenwich" country="SAU" postal_code="53072" state="SA-08" street_1="2 Pickwick Plaza"/>
        </Identification>
        <FinancialInformation/>
        <Trustees>
          <Individual external_id="TestTrust2022TASP1">
            <Email email="dam@ibkr.com"/>
            <Identification IssuingCountry="SAU" citizenship="SAU"/>
            <Name first="Jane" last="Doe" />
            <Title>Trustee</Title>
          </Individual>
        </Trustees>
      </Trust>
    </Customer>
    <Accounts>
      <Account alias="Test Trust" base_currency="USD" external_id="TestTrust2022AC" margin="REGT" 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="TestTrust2022TASP1" external_user_id="TestTrust2022USR" prefix="testr"/>
    </Users>
  </Application>
</Applications>

Maximum Data

Copy

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<Applications xmlns="http://www.interactivebrokers.com/schemas/IBCust_import">
  <Application>
    <Customer email="dam@ibkr.com" external_id="TestTrust2022" md_status_nonpro="true" prefix="testr" type="TRUST">
      <Trust>
        <Identification date_formed="2020-08-19" formation_country="SAU" formation_state="SA-08" name="Test Truster" registration_country="SAU" registration_number="111555" registration_type="EIN" same_mail_address="true" type_of_trust="REVOCABLE">
          <Address city="Greenwich" country="SAU" postal_code="53072" state="SA-08" street_1="2 Pickwick Plaza"/>
        </Identification>
        <FinancialInformation annual_net_income="7" liquid_net_worth="7" net_worth="9">
          <InvestmentExperience>
            <AssetExperience asset_class="STK" knowledge_level="Extensive" trades_per_year="100" years_trading="8"/>
          </InvestmentExperience>
          <SourcesOfWealth>
            <SourceOfWealth is_used_for_funds="true" percentage="50" source_type="SOW-ORG-RetainedEarnings"/>
            <SourceOfWealth description="Income" is_used_for_funds="true" percentage="50" source_type="SOW-ORG-Other"/>
          </SourcesOfWealth>
        </FinancialInformation>
        <Trustees>
          <Individual external_id="TestTrust2022TASP1">
            <DOB>1985-03-09</DOB>
            <Email email="dam@ibkr.com"/>
            <Identification IssuingCountry="SAU" NationalCard="11122334" citizenship="SAU"/>
           <EmploymentType>EMPLOYED</EmploymentType>
            <EmploymentDetails>
            <employer>Interactive Brokers</employer>
            <occupation>Engineer</occupation>
            <employer_business>Business_NonFinance</employer_business>
            <employer_address country="SAU"/>
          </EmploymentDetails>
            <Name first="Jane" last="Doe" />
            <Title>Trustee</Title>
            <Residence city="Greenwich" country="SAU" postal_code="53072" state="SA-08" street_1="2 Pickwick Plaza"/>
          </Individual>
        </Trustees>
        <Beneficiaries>
          <Individual external_id="TestTrust2022TASP3">
            <Name first="Jane" last="Doe"/>
            <Ownership percentage="50"/>
          </Individual>
          <Individual external_id="TestTrust2022TASP4">
            <Name first="John" last="Doe" />
            <Ownership percentage="50"/>
          </Individual>
        </Beneficiaries>
        <Grantors>
          <Individual external_id="TestTrust2022TASP5">
            <DOB>1985-03-09</DOB>
            <Email email="dam@ibkr.com"/>
            <Identification IssuingCountry="SAU" NationalCard="11122334" citizenship="SAU"/>
            <Occupation>Healthcare</Occupation>
            <EmployeeTitle>Dermatologist</EmployeeTitle>
            <Name first="Jane" last="Doe"/>
            <Ownership percentage="50"/>
            <Title>Grantor</Title>
            <Residence city="Greenwich" country="SAU" postal_code="53072" state="SA-08" street_1="2 Pickwick Plaza"/>
          </Individual>
        </Grantors>
      </Trust>
    </Customer>
    <Accounts>
      <Account alias="Test Trust" base_currency="USD" external_id="TestTrust2022AC" margin="REGT" multicurrency="true" stock_yield_program="true">
        <InvestmentObjectives>
          <objective>Trading</objective>
          <objective>Growth</objective>
        </InvestmentObjectives>
        <TradingPermissions>
          <TradingPermission exchange_group="US-Sec"/>
        </TradingPermissions>
        <AdvisorWrapFees strategy="NO_FEES"/> <!-- Only Required for Advisor Clients -->
      </Account>
    </Accounts>
    <Users>
      <User external_individual_id="TestTrust2022TASP1" external_user_id="TestTrust2022USR" prefix="testr"/>
    </Users>
  </Application>
</Applications>