Account Information
This section summarizes key attributes of your IB account.
Field | Description | |
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Account ID |
Account Number (ID).
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Account Alias | Account alias, if there is one | |
Model | Model, if applicable. | |
Currency | The base currency of your account. | |
Name | Account name | |
Account Type |
One of the following IB account types:
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Customer Type |
One of the following IB customer types:
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Account Capabilities |
The type of account (cash or margin). One of the following:
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Registered Rep Name | Name of the Registered Representative. Applicable to Introducing Brokers only. | |
Registered Rep Phone | Phone number of the Registered Representative. Applicable to Introducing Brokers only. | |
Date Opened | Date the account was opened. | |
Date Closed | Date the account was closed, if a closed account. | |
Date Funded | Date the account was originally funded. | |
Street (Mailing Address) | Part of the mailing address of the account holder. | |
Street2 (Mailing Address) | Part of the mailing address of the account holder. | |
City (Mailing Address) | Part of the mailing address of the account holder. | |
State (Mailing Address) | Part of the mailing address of the account holder. | |
Country (Mailing Address) | Part of the mailing address of the account holder. | |
Postal Code (Mailing Address) | Part of the mailing address of the account holder. | |
Street (Residential Address) | Part of the residential address of the account holder. | |
Street2 (Residential Address) | Part of the residential address of the account holder. | |
City (Residential Address) | Part of the residential address of the account holder. | |
State (Residential Address) | Part of the residential address of the account holder. | |
Country (Residential Address) | Part of the residential address of the account holder. | |
Postal Code (Residential Address) | Part of the residential address of the account holder. | |
Master Name | The master account name, if applicable. | |
IB Entity |
The IB company where the account is held:
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Primary Email | Email address. |