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Account Information Fields

Refer to the following table when completing the fields on the Account Information worksheet in your Mass Upload Excel workbook.

Field Name	Required	Documentation
Customer ID	Y	A unique ID to map customer information from worksheet to worksheet. Use alphanumeric characters only or current account ID at your firm.
Prefix	Y	Prefix used to generate a username. Five lowercase characters (alphabetical only). This will be used by IB to create a user name.
User privilege	Y	One of: OWNER (default) TRADER CUSTOM NONE.
Market Data Subscription Status	Y	Professional or Non professional. Defaults to Non professional.
Base Currency	Y	One of: USD EUR GBP CAD JPY HKD AUD CHF
Multicurrency	Y	YES/NO
Margin	Y	One of: Regulation T Portfolio Margin Cash
IRA Type	Y	One of: Traditional Traditional Rollover SEP Roth Traditional Inherited
Capabilities	Y	Multiple choice: STK OPT WAR FUT FOP SSF BILL BOND FUND CASH CFD MULT