DOB

  • Provide the Date of Birth of the applicant.

  • Fully Disclosed Client (Individual, Joint, Retirement, Org, Trust)

  • Advisor Client (Individual, Joint, Retirement, Org, Trust)

  • Non-Disclosed- NonQI Client (Individual, Joint, Org, Trust)

  • Non-Disclosed- QI Client with Trading (Individual, Joint, Org, Trust)

  • Non-Disclosed- QI Client with No Trading (Individual, Joint, Org, Trust)

  • Individual: AccountHolder

  • Retirement: AccountHolderDetails, PrimaryBeneficiary

  • Joint: FirstHolderDetails, SecondHolderDetails

  • Org: AssociatedIndividual

  • Trust: Individual

  • If the YYY-MM-DD < 18 years you will receive an error.

  • If YYYY-MM-DD < 21 the applicant is restricted to opening a CASH account only.

  • UGMA and UTMA accounts are available for minors 18 years of age or younger. An individual or entity who manages an account for a minor until that minor reaches a specific age. Available to US residents only.

    • This application must be opened using the front-end application which is available within the IBKR Portal.

    • Assets held in a single account managed by a single Custodian user.

  • Error will be thrown if DOB is any value other than YYYY-MM-DD. The below formats will trigger errors:

    • 97-12-24 (Invalid Year format)

    • 24-12-1997 (Invalid order)

    • 1997/12/24 (Invalid seperator)

    • 1997-12-24T07:00:00.000Z (Time stamp included)

    • 1997-02-29 (29th in non-leap year)

    • 1997-13-24 (Invalid Month)

    • 1997-12-24a (Characters in date)

    • 1990-12-32 (Invalid day)

    • 1990-8-8

    • 0000-00-00

    • 1990-12-12

XSD

Copy 
<xsd:element name="DOB" type="YYYY-MM-DD" use="Required" minOccurs="1" maxOccurs="1" />

Parameters

Name

Type

Description

DOB

YYYY-MM-DD

Date of birth of the applicant. The applicant must be 18 years or older to open an account.

Copy 
<DOB>1990-01-31</DOB>