About the XML Sample Files
Read this section to learn more about the XML sample files that we provide at our anonymous FTP site.
Application XML currently supports Individual, Joint, Trust and IRA clients for an Advisor or Fully Disclosed Broker account. After you initiate the Application XML process, you can download the XML sample files from our anonymous FTP site. There is one zip file for each type of client account that includes a sample XML file and required IB PDF agreement and disclosure forms. Your programming or technical resources can use the XML samples as models for the XML documents containing your clients' application information that you send back to us.
Advisor Client Types - Sample Files
The sample files include XML application data and required PDF forms for the following types of client accounts:
- Individual - Individual_US_Sample.zip
- Joint - Joint_Sample.zip
- IRA - Traditional Rollover - TraditionalRolloverIRA_Sample.zip
- IRA - Roth - RothIRA_Sample.zip
- Revocable Trust - RevocableTrust_Sample.zip
© 2016 Interactive Brokers