Account Information

This section of the Default Realized Summary statement summarizes key attributes of your IB account.

Field Description
Name Account name
Account Account ID
Account Type

One of the following IB account types:

  • Individual (Single)
  • Institution Master
  • Institution Client
  • Advisor Master
  • Advisor Client
  • Broker Master
  • Broker Client
  • Fund Advisor
    (also known as Fund Investment Manager)
Customer Type

One of the following IB customer types:

  • Individual
  • Joint
  • Trust
  • IRA
  • Corporate
  • Partnership
  • Limited Liability Corporation
  • Unincorporated Business
  • IRA Traditional Rollover
  • IRA Traditional New
  • IRA Traditional Inherited
  • IRA Roth New
  • IRA Roth Inherited
  • IRA SEP New
  • IRA SEP Inherited
Account Capabilities

The type of account (cash or margin). One of the following:

  • Cash
  • Margin
  • Portfolio Margin
Base Currency The base currency of your account.