/update

• Open Accounts

  Function	Usage	Fully Disclosed Advisor-Clients	Non-Disclosed
  AccountConfiguration	Update account configuration for the account.	N	Y
  AccreditedInvestor	Update Investor Category for existing account.	Y	N
  AddAdditionalAcct	Create an additional account linked to the individuals existing user name.	Y	Y
  AddCLPCapability	Add CLP capabilities for an existing account.	Y	Y
  AddLEVFXCapability	Add Leverage Forex Capabilities to existing account.	Y	Y
  AddMiFIRData	Add MiFIR Data for existing account.	Y	N
  AddTradingPermissions	Add Trade Permissions for existing account.	Y	Y
  ChangeAccountHolderDetail	Change account information for existing account.	Y	Y
  ChangeBaseCurrency	Change base currency for existing account.	Y	Y
  ChangeFinancialInformation	Update Financial information and Investment Experience for existing account	Y	N
  ChangeMarginType	Upgrade margin type for existing account	Y	Y
  CompleteLoginMessage	Complete login message using DAM for an existing account.	Y	N
  EnrollInDRIP	Enroll in Dividend Reinvestment Program.	Y	N
  EnrollInSYEP	Enroll in Stock Yield Enhancement Program	Y	N
  LeaveDRIP	Unenroll in Dividend Reinvestment Program.	Y	N
  LeaveSYEP	Unenroll in Stock Yield Enhancement Program.	Y	N
  RemoveTradingPermissions	Remove Trade Permissions for existing account	Y	Y
  SecurityQuestions	Process Security Questions.	Y	Y
  UpdateAccountAlias	Update account alias for existing account	Y	Y
  UpdateBCAN	Generate BCAN for existing account.	N	Y
  UpdateCredentials	Update email address associated with user.	Y	Y
  UpdateExternalId	Update ExternalId associated with an account.	Y	Y
  UpdateWithholdingStatement	Update Withholding Statement for existing account.	N	Y
  UpdateTaxForm	Update Tax Form for existing account.	Y	Y

• Pending Applications

Function	Usage	Fully Disclosed Advisor-Clients	Non-Disclosed
AbandonAccount	Delete a Pending Application.	Y	Y
DocumentSubmission	Submit documents required for approval. Includes agreements, disclosures, Proof of Address, Proof of Identity, etc.	Y	Y
ProhibitedCountryQuestionnaire	Complete Prohibited Country Questionnaire for an account that is pending.	Y	Y
Questionnaires	Complete questionnaires that are required for approval (SOW Income Narrative, EDD OR Knowledge Assessment ).	Y	N
QuizQuestionnaires	Complete knowledge assessment questionnaires that are required for approval .	Y	N
ResetAbandonedAccount	Reset an application that was previusly deleted.	Y	Y

JSON Request

{
  "CSID":"<client-service-id>",
  "payload":"<encrypted and signed archive file, encoded in base64>"
}

Sample

curl -k -H "Content-Type:application/json" -X POST https://qa.interactivebrokers.com/ws/eca/update -d '{"CSID":"testerCSID", "payload":" /g/Gye0cQWpqaXp5aUnvUXHOGGVIQAJoJS2TeUymc/Xq5a0DMFCUk/EStTuLSHvxMOLoowBBl8BwueD2iyntVf+6iXGOz+/WAM/+Y/KheszZOWfasdfawe235afuD2Li2LT3RzRuxzlpi7CXgIQvqOVzWsSoB6mn/jK6BRRNWEXPhzmNgQB/gVReN"}'

JSON Response

{
  "timestamp": "<timestamp>",
  "fileData":" {
    "name":"<response-file-name>",
    "data":"<encrypted response XML, encoded in base64>"
  }
}

Sample

{
  "timestamp": "2020-04-27 15:57:33",
  "fileData":" {
    "name":"IBLLC-US_20200427-111033.xml",
    "data":"hQIMAzl3xUTO78dlAQ//Rtaaba/GOOTBFnqqw6bwa6se6JZ+lj1JhIZA4fpYIP"
   } "
 
}