Take your client account application process to the next level with Application XML.
Application XML lets advisors and brokers1 develop their own fully customized client account application. This option is perfect for advisors or brokers who want to present a unique account application experience on their own website.
We provide all of the information that your programming or technical staff will need to build your own application interface, including step-by-step documentation, our complete XML schema, supporting files and sample XML files.
The Advisor/Broker must have working knowledge of XML or have access to a support staff with working knowledge of XML.
To sign up for Application XML, send an email to email@example.com.
1. Application XML is available to Registered Advisors and Fully Disclosed Brokers only.
Our popular Mass Upload feature makes it easy for advisors and brokers to migrate from their current broker to Interactive Brokers. Mass Upload lets advisors, fully disclosed brokers and non-disclosed brokers upload multiple client accounts to our system at one time with an easy-to-use Excel workbook.
Enter all of the application information that we need from your clients into a single Excel file, which we then integrate into our system.
Contact your Sales Representative or send an email to firstname.lastname@example.org to request Mass Upload.
Our White Branding system lets you display your own corporate identity on our online client account applications. White branding is a great marketing tool for advisors and brokers who want to offer a more complete package to their clients.
|Recommended Account Creation Process|
|Mass Upload||Application XML||IBKR CRM|
|Fully Disclosed Broker|
|Batch account creation of 20+ accounts|
|Continuous account creation|
|Customized Account Application|
|Compatible with Excel|
|Technical Knowledge Required|
The Dashboard lets Advisors and Brokers quickly and easily manage their clients from a single point of access within Account Management:
Our White Branding system lets you display your own corporate identity in our Account Management system.
Our database-driven Customer Relationship Management (CRM), fully integrated into our Account Management system, lets advisors and brokers manage the entire customer relationship life cycle in one place.
Here is just a sampling of CRM features: