IEX Options Testing and Certification

Prior to accessing the IEX Options Test Facility, firms must complete and submit the IEX Connectivity Services Agreement and Port Request form(s) as applicable. Firms do not need to be a Member. 

For details on how to access the test environment and to start the connectivity process, contact OptionsMktOps@iextrading.com.

Required Forms

1. IEX Connectivity Services Agreement and Forms (Including Options Physical Connectivity Order Form)

• Existing members do not need to re-execute the Connectivity Services Agreement. The Physical Connectivity Order Form within is required for all applicants.
• Note that connectivity to the test environment is separate from connectivity to the IEX Options Production Environment.
• The option of 1 Gbps or 10 Gbps physical interface is available for new physical connectivity orders into the IEX Options Test Facility.‍

2. Port Request form(s) as applicable

• Firms should submit a port request form for each applicable protocol and session type (Market Maker Quoting, Binary Order Entry, FIX Order Entry, FIX Drop Copy) with desired Port Details.

In order to access the IEX Options Production environment, firms must become a member of the Investors’ Exchange (if not already), and complete and submit the following forms.

1. IEX - Member Application (If applicant is not currently a member of Investors’ Exchange) OR IEX Options - Existing Member Application (if applicant is currently a member of Investors' Exchange)

• View Q&A on becoming a Member of Investors Exchange LLC here.‍

2. IEX - User Agreement (If applicant is not currently a member of Investors’ Exchange)

3. IEX Connectivity Services Agreement and Forms (Including Options Physical Connectivity Order Form)

• Existing members do not need to re-execute the Connectivity Services Agreement. The Physical Connectivity Order Form included within the Connectivity Services Agreement and Forms is required for all applicants.
• Production order entry and market data connectivity must access IEX Options through the IEX Options POP. See the IEX Options Connectivity Manual for available connectivity methods.
• Note that connectivity to the test environment is separate from connectivity to the IEX Options Production Environment.
• A 10 Gbps physical interface is available for new physical connectivity orders into the IEX POP and Disaster Recovery data center.

4. Port Request form(s) as applicable

• Firms should submit a port request form for each applicable protocol and session type (Market Maker Quoting, Binary Order Entry, FIX Order Entry, FIX Drop Copy) with the desired port details.
  

Please note additional forms may be required depending on workflow. Please see the Onboarding Form Applicability Matrix for more information.

Firms are requested to email completed documents and any onboarding questions to OptionsMktOps@iextrading.com.

A full list of Members can be found here: https://www.iex.io/membership