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Client Service ID (CSID)

Use this page to create, view, edit and delete Client Service IDs on your account. A CSID is a unique identifier provided by Interactive Brokers that provides a layer of security when accessing Digital Account Management web service and other IB APIs.

Note: To learn more about getting started with Digital AM, email dam@interactivebrokers.com

To Add a CSID

1. Click Settings > Account Settings.
2. Click the gear (configure) icon next to CSID configuration.
3. Review and sign the agreement.

4. From the CSID home page, click the + icon to add a new CSID,



5. Select a Webservice, then add the Entity Code prefix and upload your Public Key. Optionally, enter an IP Address.

Note: Note, that this information will be provided to you once you contact salesengineering@interactivebrokers.com for the Digital AM Web Service.



6. Click Submit.

To View, Edit and Delete a Trusted Contact

• To view an existing CSID, click the information next to the CSID on the configuration screen.

• To edit your Client Service ID, click the pencil icon and make changes as needed, then click Submit.



• To delete a CSID, click the X next to the CSID listed in the configuration home screen, then click Ok to confirm.