Beneficiaries

  • Specify beneficiaries associated with the account.

  • Fully Disclosed Client (Trust)

  • Advisor Client ( Trust)

  • Non-Disclosed- NonQI Client (Trust)

  • Non-Disclosed- QI Client with Trading (Trust)

  • Non-Disclosed- QI Client with No Trading (Trust)

  • Trust: Trust

XSD

Copy 
<xsd:complexType name="Beneficiaries" use="Required for Trusts" minOccurs="0" maxOccurs="1" />
<xsd:element name="Individual" use="Required for Trusts" minOccurs="0" maxOccurs="6" />
 <xsd:attribute name="external_id" type="String" use="Required" />
<xsd:sequence>

Parameters

Name

Type

Description

external_id

String

Identifier for the account. This will be specified by the counterparty.

 
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<Individual external_id="testerorgAP123">
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<Beneficiaries>
 <Individual external_id="TESTERTRUST14443TASP1">
   <DOB>1985-03-09</DOB>
   <Email email="dam@ibkr.com"/>
   <Name first="Test" last="Tester"/>
   <Phones/>
   <Residence city="Tester" country="AUS" postal_code="53072" state="AU-SA" street_1="1 Tester Street"/>
 </Individual>
</Beneficiaries>