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Getting Started
Introduction
Idempotent requests
Rate limits
Events via SQS
Errors
Enumerations
Authentication APIs
Auth
Create Session Token
post
Create Authentication Token
post
Core APIs
Users
Create User
post
Retrieve User
get
Update User
patch
Retrieve KYC
get
Accounts
Create Account
post
Retrieve Account
get
Update Account
patch
List User Accounts
get
Retrieve Account Cash
get
Retrieve Account Summary
get
Retrieve Account Margin
get
Retrieve Account Lots
get
Instruments
List Instruments
get
Retrieve Instrument
get
Retrieve Instrument Options Chain
get
Retrieve Instrument Option Expiration
get
Search Instruments
post
Orders
List Account resting Orders
get
List Account historical Orders
get
Create Order
post
Retrieve Order
get
Update Order
patch
Retrieve Order by Order Number
get
Positions
List Account Positions
get
Transactions
Retrieve Account Transaction Summary
get
List Account Transactions
get
Exchanges
Create Instrument Exchange
post
Update Instrument Exchange
patch
List Account Instrument Exchanges.
get
Retrieve Account Instrument Exchange History
get
Commission Schedules
List Commission Schedules
get
Supported Countries
List Supported Countries
get
Correspondent Reports
Retrieve Correspondent Reports
get
Performance
Retrieve Account Performance
get
Entities
Retrieve Entity
get
Update Entity
patch
Create Entity
post
Account Management APIs
Violations
List Account Violations
get
Retrieve Account Violations Summary
get
Statements
List Account Statements
get
List Account Tax Statements
get
Retrieve Statement
get
List Account Trade Confirmations
get
Beneficiaries
Create Account Beneficiaries
post
Retrieve Account Beneficiaries
get
Delete Account Beneficiaries
del
Physical Documents
Upload Physical Document
post
List User Physical Documents
get
Retrieve Physical Document URL
get
Money Movement APIs
Linked Bank Accounts
List User Linked Bank Accounts
get
Link Bank Account
post
Retrieve Linked Bank Account
get
Update Linked Bank Account
patch
Delete Linked Bank Account
del
Virtual Bank Accounts
Retrieve Account Virtual Bank Account
get
Deposits
List Account Deposits
get
List User Deposits
get
List User Recurring Deposits
get
Create Deposit
post
Retrieve Deposit
get
Retrieve Recurring Deposits
get
Update Recurring Deposit
patch
Delete Recurring Deposit
del
Deposit Status
Withdrawals
List Account Withdrawals
get
List User Withdrawals
get
Create Withdrawal
post
List Withdrawals
get
Retrieve Withdrawal
get
Withdrawal Status
Asset Transfer
Create ACATS Transfer
post
Create Minor Graduation Transfer
post
Update ACAT Transfer
patch
Retrieve Transfer
get
List Transfers
get
Settlements
Retrieve Settlements
get
Retrieve Settlement
get
List Cashless Reconciliations
get
Retrieve Cashless Reconciliation
get
Update Cashless Reconciliation
patch
Create DVP RVP Report
post
List DVP RVP Reports
get
Retrieve DVP RVP
get
Subscriptions
Create Subscription
post
List Subscriptions by User
get
Delete Subscription
del
Market Data APIs
Quotes
Retrieve Quote (referential feed)
get
Retrieve Quote (consolidated feed)
get
Charts
Retrieve Chart
get
Depth of Book
Retrieve Depth of Book
post
Advisor APIs
Trade Allocations
Create Trade Allocation
post
Retrieve Trade Allocation
get
List Trade Allocations by Advisor
get
Advisor Reports
List Orders by Advisor
get
List Allocations by Advisor
get
Retrieve Beginning Of Day (BOD) by Advisor
get
Funds
Create Fund
post
Retrieve Fund
get
List Funds by Advisor
get
Portfolios
Create Portfolio
post
Retrieve Portfolio
get
Update Portfolio
patch
List Portfolios by Advisor
get
AutoPilot
Create Autopilot Run
post
Retrieve Autopilot Run
get
Retrieve Portfolio by Account
get
List AutoPilot Runs by Advisor
get
Events
Account Events
Allocation Events
Asset Transfer Events
Cancel Rebill Events
Corporate Actions Events
Merger & Acquisitions Events
Spinoff Events
Stock Split Events
Ticker Symbol Change Events
Voluntary Tender Events
Involuntary Tender Offer Events
Going Private Events
Dividend Events
Bond Redemption Events
Coupon Events
Bond Maturity Events
Deposit Events
Instrument Events
KYC Events
Linked Bank Account Events
Order Events
Position Events
Settlement Events
Statement Events
Transaction Events
User Events
Violation Events
Withdrawal Events
Document Events
Entity events
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/entities
