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Web API FIX API

Guides API Reference Changelog

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API Reference

API Status Login

Guides API Reference Changelog

Getting Started

Introduction
Idempotent requests
Events via SQS
Errors
Enumerations

Authentication APIs

Auth
- Create Session Tokenpost
- Create Authentication Tokenpost

Core APIs

Users
Entities
Accounts
Instruments
Orders
Positions
- List Account Positionsget
Transactions
- Retrieve Account Transaction Summaryget
- List Account Transactionsget
Exchanges
Commission Schedules
- List Commission Schedulesget
Supported Countries
- List Supported Countriesget
Correspondent Reports
- Retrieve Correspondent Reportsget
Performance
- Retrieve Account Performanceget
Position Management
User Notes

Account Management APIs

Violations
- List Account Violationsget
- Retrieve Account Violations Summaryget
Statements
Beneficiaries
Physical Documents

Money Movement APIs

Linked Bank Accounts
Virtual Bank Accounts
- Retrieve Account Virtual Bank Accountget
Deposits
Contribution Limits
- Retrieve contribution limitsget
- Retrieve annual contribution tallyget
Withdrawals
Payments
Withholding Defaults
- Retrieve withholding defaultsget
Asset Transfer
Settlements
Subscriptions

Market Data APIs

Quotes
- Retrieve Quote (referential feed)get
- Retrieve Quote (consolidated feed)get
Charts
- Retrieve Chartget
Depth of Book
- Retrieve Depth of Bookpost

Advisor APIs

Trade Allocations
Advisor Reports
Funds
Portfolios
AutoPilot

Events

Settlements
Accounts
Violations
- Violations Createdwebhook
- Violations Removedwebhook
Deposits
- Deposit Createdwebhook
- Deposit Updatedwebhook
Withdrawals
- Withdrawals Createdwebhook
- Withdrawals Updatedwebhook
Positions
- Positions Updatedwebhook
Documents
- Documents Createdwebhook
Entity
- Entity Createdwebhook
- Entity Updatedwebhook
KYC
- KYC Createdwebhook
- KYC Updatedwebhook
Users
- User Createdwebhook
- User Updatedwebhook
Statements
Linked Bank Accounts
Instruments
Asset Transfer
Cancel Rebill
Orders
Transactions
- Transactions Createdwebhook
Auth
- Auth Token Createdwebhook
Trade Allocations
- Allocation List Acceptedwebhook
- Allocation List Completewebhook
Subscriptions
- Subscription Createdwebhook
- Subscription Updatedwebhook

Settlement Created

webhook

settlements.created

The settlement generation has started.

Payload

id

string

type

string

enum

Show Details

settlements.created

Identifies this as a settlement-created event.

Allowed:

object

string

enum

Show Details

SETTLEMENTS_REPORT

The payload object type: a settlements report.

Allowed:

timestamp

date-time

payload

object

Response

200

Event received

Updated about 1 month ago

List AutoPilot Runs by Advisor

Settlement Approved

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Updated about 1 month ago

List AutoPilot Runs by Advisor

Settlement Approved

Did this page help you?