Phone

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

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

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

• Individual/Retirement: AccountHolder

• Joint: FirstHolderDetails, SecondHolderDetails

• Org: Organization, AssociatedIndividual

• We use Google API to validate the Phone Number. The API allows for country code to be passed along with the phone number.

  • Google Phone Library to version 8.12.2

  • https://github.com/google/libphonenumber

• Mobile Phone Number will be used for IBKR’s Two-Factor Authentication.

  • Interactive Brokers requires all applicants to be enrolled in two-factor authentication.

  • Account holders will be prompted to enroll in two factor authentication within 1 month of the account being opened and funded OR after the third login to the white branded Interactive Brokers Online Portal

  • We offer HandyKey (mobile application). The application will be branded with your firms Logo.

    • iOS/Android – Configured within Mobile Application

    • Details: https://ibkr.info/article/2260

  • Two-factor authentication cannot be enabled for clients using RESTful Web API

  • Two-factor authentication cannot be enabled by the advisor/broker on behalf even if Supplemental Power of Attorney is enabled.

  • For joint accounts, the phone number included within FirstHolderDetails cannot be same as phone number included within SecondHolderDetails.

XSD

<xsd:complexType  name="Phones" type="Phone" use="Required" minOccurs="1" maxOccurs="1" />
 <xsd:element  name="Phone" use="Required" minOccurs="1" maxOccurs="5" />
  <xsd:sequence>
   <xsd:attribute name="type" type="type" use="Required" />
   <xsd:attribute name="number" type="String" use="Required" />
   <xsd:attribute name="country" type="country" use="Required" />
  </xsd:sequence>

Parameters