Users
Who is this required for?
-
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)
Attributes
XSD
<xsd:sequence>
<xsd:complexType name="Users" use="Required" minOccurs="0" maxOccurs="1" />
</xsd:sequence>
<xsd:sequence>
<xsd:element name="User" use="Required" minOccurs="1" maxOccurs="1" />
<xsd:attribute name="external_individual_id" type="String" />
<xsd:attribute name="external_user_id" type="String" use="Required" />
<xsd:attribute name="prefix" type="prefix" use="Required" />
</xsd:sequence>Parameters
|
Name |
Type |
Description |
|---|---|---|
|
external_individual_id |
String; max 64 characters |
Identifier for the individual associated with this user. Required to create the association within the IBKR database. This is specified by the counterparty and must be unique for each account. If an external_individual_id has already been used, you will receive an error.
*This can be the same external_id that was specified in the Customer node. |
|
external_user_id |
String; max 64 characters |
Identifier for the individual associated with this user. Required to create the association within the IBKR database. This is specified by the counterparty and must be unique for each account. If an external_individual_id has already been used, you will receive an error.
*This can be the same external_id that was specified in the Customer node. |
|
prefix |
3-6 lowercase letters. |
Prefix will be used when creating the user ID. IBKR will assign 3-6 numbers to the end of the prefix. If prefix includes the following, you will receive an error: • symbols or numeric values • Upper case letters • Prefix is less than 3 letters or more than 6 letters *This should be same prefix entered in the Customer node. |
