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Mass Upload

We provide Advisors with the ability upload multiple client accounts to our system using a single Excel workbook. To do this, follow the simple steps below.

1. Contact your Sales Representative or send an email to salesengineering@interactivebrokers.com to request mass upload.
2. We will send you an Excel workbook and a link to this guide.
3. The Excel workbook allows you to enter information for multiple client accounts in a single file. The Excel file we send you has been divided into sections, with each section displayed on one or more worksheets to make it easier for you to enter the required information. The sections of the Excel workbook are:

• Customer Information
• Joint Account Information
• IRA Information
• Account Information
• ACATs
• ACH Instructions

4. When you have completed filling in all of your clients' information in the Excel workbook, submit it to your Sales Representative or send it to us at the email listed above.
5. Once we finish adding all of your clients' information into our system, we will send you a secure file listing all of their new IB account usernames and passwords. Have each client sign into their IB account applications by clicking Continue or Finish Your Application from the OPEN ACCOUNT menu on our website.
6. Each client should change his or her password and will complete several online steps.
7. Once all customer agreements, disclosures, required identity documents and account funding are completed for each client account, the accounts are approved.

The following diagram shows the steps in the mass upload process.