Retrieve Transfer

get https://bo-api.drivewealth.io/back-office/asset-transfers/{assetTransferID}

Get a Transfer's current details.

Response

Response body

object

sourceAccountType

object

name

string

The type of account the sources account is.

INDIVIDUAL CORPORATE JOINT CUSTODIAL IRA IRA_MANAGED

description

string

acatType

object

name

string

The type of ACAT transfer to be performed.

FULL PARTIAL

description

string

acatTransit

object

name

string

The transit type of ACAT transfer to be performed.

ACAT_IN ACAT_OUT

description

string

rejectionInfo

object

rejectionCode

string

The ACAT rejection reason.

UNKNOWN SSN_NOT_MATCH ACCOUNT_NOT_MATCH DOC_REQUIRED ACCOUNT_FLAT BROKER_NOT_MATCH DUPLICATE_REQUEST ACCOUNT_IN_TRANSIT BROKER_REJECTED MISSING_AUTH_SIGN MISSING_FUND SYMBOL_NOT_SUPPORTED

rejectionReason

string

The unique identifier of the asset transfer.

status

object

The status of the Transfer

name

string

STARTED PENDING FAILED SUCCESSFUL ON_HOLD

description

string

type

object

The type of the Transfer

name

string

ACAT TEEN CASH PROMOTIONAL REWARD STOCK

description

string

partner

object

string

The unique identifier of an associated organization.

name

string

The organization name.

created

date-time

updated

date-time

auditDetails

array of objects

Audit of Transfer status changes

auditDetails

object

timestamp

date-time

Status update timestamp

status

object

The status of the Transfer

comment

string

Status comment added by the system

source

string

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

destination

string

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.

Has additional fields

clearingNo

string

length between 1 and 4

The DTCC clearing number of the broker.

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

object

symbol

string | null

The ticker symbol of the Instrument. Debt Instruments and Global Mutual Funds do not have symbols and are referred to buy their instrumentID or ISIN.

instrumentID

uuid

A unique ID created by DriveWealth to identify a specific instrument.

quantity

number

required

≥ 1

The quantity of shares to be transferred. Assets that are moving to or from an account outside of DriveWealth, can only be whole shares.

Language

Credentials

Bearer

JWT

URL


xxxxxxxxxx
1
curl --request GET \
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     --url https://bo-api.drivewealth.io/back-office/asset-transfers/assetTransferID \
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     --header 'accept: application/json' \
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     --header 'dw-client-app-key: {{yourAppKey}}'


xxxxxxxxxx
71
}
1
{
2
  "id": "acats_0a18eea2-c63d-447a-a0f1-1c7d9a08c9da",
3
  "source": "TR6666",
4
  "destination": "FWCT000005",
5
  "clearingNo": "1111",
6
  "status": {
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    "name": "SUCCESSFUL",
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    "description": "Asset transfer request has been successfully completed"
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  },
10
  "type": {
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    "name": "ACAT",
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    "description": "ACAT transfer"
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  },
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  "acatType": {
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    "name": "PARTIAL",
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    "description": "Partial Acats Transfer"
17
  },
18
  "acatTransit": {
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    "name": "ACAT_IN",
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    "description": "Incoming Acats Transfer"
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  },
22
  "sourceAccountType": {
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    "name": "INDIVIDUAL",
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    "description": "Individual Account"
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  },

200OK