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. |
| Email Address | Y | |
| Prefix | Y | Prefix used to generate a username. Must be five to six lowercase characters (alphabetical only). Three random numbers will be appended to the prefix to generate the account user name. |
| Residence Country | Y | 3 letter country ISO 3166-1 code (look up ISO codes here) |
| Legal Residence State | Y | For US states, enter the 2 letter state abbreviation For non-US states, enter the 4 letter ISO 3166-2 code |
| Base Currency | Y | One of: USD, EUR, GBP, CAD, JPY, HKD, AUD, CHF, MXN, SEK, NZD, HUF, CZK, CNH, DKK, RUB, ILS, NOK, SGD, PLN, ZAR |
| Alias | N | Define an account alias. |
| IRA Type | N (only required for IRA spreadsheet) | One of:
Note: Simple IRA is NOT supproted. |
| SYEP | Y | Enrolls the account in the Stock Yield Enhancement Program. SYEP offers participating accounts the opportunity to earn additional income from fully paid shares by lending those shares to IB in exchange for on-lending to short sellers that are willing to pay to borrow them. More information can be found here. |