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Web API FIX API

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API Reference

API Status Login

Guides Recipes API Reference Changelog

Getting Started

Introduction
Idempotent requests
Rate limits
Events via SQS
Errors
Enumerations

Authentication APIs

Auth
- Create Session Tokenpost
- Create Authentication Tokenpost

Core APIs

Users
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

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
Withdrawals
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

Account Events
Asset Transfer Events
Cancel Rebill Events
Corporate Actions 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

Retrieve Portfolio

get deprecatedhttps://bo-api.drivewealth.io/back-office/managed/portfolios/{portfolioID}

Retrieves a Portfolio by portfolioID.

Language

Credentials

Bearer

JWT

URL

Getting Started
Introduction
Idempotent requests
Rate limits
Events via SQS
Errors
Enumerations

Authentication APIs
Auth
Create Authentication Tokenpost
Create Session Tokenpost

Account Management APIs
Violations
Retrieve Account Violations Summaryget
List Account Violationsget
Statements
List Account Trade Confirmationsget
Retrieve Statementget
List Account Tax Statementsget
List Account Statementsget
Beneficiaries
Delete Account Beneficiariesdelete
Retrieve Account Beneficiariesget
Create Account Beneficiariespost
Physical Documents
Retrieve Physical Document URLget
List User Physical Documentsget
Upload Physical Documentpost

Market Data APIs
Quotes
Retrieve Quote (consolidated feed)get
Retrieve Quote (referential feed)get
Charts
Retrieve Chartget
Depth of Book
Retrieve Depth of Bookpost

Advisor APIs
Trade Allocations
List Trade Allocations by Advisorget
Retrieve Trade Allocationget
Create Trade Allocationpost
Advisor Reports
Retrieve Beginning Of Day (BOD) by Advisorget
List Allocations by Advisorget
List Orders by Advisorget
Funds
List Funds by Advisorget
Retrieve Fundget
Create Fundpost
Portfolios
List Portfolios by Advisorget
Update Portfoliopatch
Retrieve Portfolioget
Create Portfoliopost
AutoPilot
List AutoPilot Runs by Advisorget
Retrieve Portfolio by Accountget
Retrieve Autopilot Runget
Create Autopilot Runpost

Events
Account Events
Asset Transfer Events
Cancel Rebill Events
Corporate Actions Events
Coupon Events
Bond Redemption Events
Dividend Events
Going Private Events
Involuntary Tender Offer Events
Voluntary Tender Events
Ticker Symbol Change Events
Stock Split Events
Spinoff Events
Merger & Acquisitions 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