Create ACATS Transfer

post

https://bo-api.drivewealth.io/back-office/asset-transfers/acats

The Automated Customer Account Transfer Service (ACATS) is a system that facilitates the transfer of securities from one trading account to another at a different brokerage firm or bank.

Body Params

sourceAccountType

string

enum

The type of account the sources account is.

Allowed:

acatType

string

enum

required

The type of ACAT transfer to be performed.

Allowed:

source

string

required

The user's unique account number, that is human readable.

destination

string

required

The DriveWealth destination account number where all assets will be transferred to.

comment

string

A way to store a message/comment on the this object.

metadata

object

The metadata object allows for creating a maximum of 5 keys (max 36 characters) and each value cannot exceed more than 128 bytes.

clearingNo

string

required

length between 1 and 4

The DTCC clearing number of the broker. Refer DTCC broker API to fetch full supported list.

cash

number

Defaults to 0

The amount of cash to be moved from the source account.

positions

array of objects

length ≥ 0

The positions to be moved from the source account to the destination account.

positions

Responses

Language

Credentials

Bearer

JWT

URL

Response

Choose an example:

application/json

200Initiating a transfer was successful

400Bad Request

403Forbidden