For AI agents: visit https://developer.drivewealth.com/apis/v1.83.0/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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Getting Started

  • Introduction
  • Idempotent requests
  • Events via SQS
  • Errors
  • Enumerations

Authentication APIs

  • Auth
    • Create Session Tokenpost
    • Create Authentication Tokenpost

Core APIs

  • Users
    • Create Userpost
    • Retrieve Userget
    • Update Userpatch
    • Retrieve KYCget
  • Entities
    • Retrieve Entityget
    • Update Entitypatch
    • Create Entitypost
  • Accounts
    • Create Accountpost
    • Retrieve Accountget
    • Update Accountpatch
    • List User Accountsget
    • Retrieve Account Cashget
    • Retrieve Account Summaryget
    • Retrieve Account Marginget
    • Retrieve Account Lotsget
  • Instruments
    • List Instrumentsget
    • Retrieve Instrumentget
    • Retrieve Instrument Options Chainget
    • Retrieve Instrument Option Expirationget
    • Search Instrumentspost
  • Orders
    • List Account resting Ordersget
    • List Account historical Ordersget
    • Create Orderpost
    • Retrieve Orderget
    • Update Orderpatch
    • Retrieve Order by Order Numberget
  • Positions
    • List Account Positionsget
  • Transactions
    • Retrieve Account Transaction Summaryget
    • List Account Transactionsget
  • Exchanges
    • Create Instrument Exchangepost
    • Update Instrument Exchangepatch
    • List Account Instrument Exchanges.get
    • Retrieve Account Instrument Exchange Historyget
  • Commission Schedules
    • List Commission Schedulesget
  • Supported Countries
    • List Supported Countriesget
  • Correspondent Reports
    • Retrieve Correspondent Reportsget
  • Performance
    • Retrieve Account Performanceget

Account Management APIs

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

Money Movement APIs

  • Linked Bank Accounts
    • List User Linked Bank Accountsget
    • Link Bank Accountpost
    • Retrieve Linked Bank Accountget
    • Update Linked Bank Accountpatch
    • Delete Linked Bank Accountdel
  • Virtual Bank Accounts
    • Retrieve Account Virtual Bank Accountget
  • Deposits
    • List Account Depositsget
    • List User Depositsget
    • List User Recurring Depositsget
    • Create Depositpost
    • Retrieve Depositget
    • Retrieve Recurring Depositsget
    • Update Recurring Depositpatch
    • Delete Recurring Depositdel
    • Deposit Status
    • List Depositsget
    • Update Deposit ACH Settlementpatch
  • Withdrawals
    • List Account Withdrawalsget
    • List User Withdrawalsget
    • Create Withdrawalpost
    • Retrieve Withdrawalget
    • Withdrawal Status
    • List Withdrawalsget
  • Asset Transfer
    • Create ACATS Transferpost
    • Create Minor Graduation Transferpost
    • Update ACAT Transferpatch
    • Retrieve Transferget
    • List Transfersget
    • Create Internal Asset Transferpost
  • Settlements
    • Retrieve Settlementsget
    • Retrieve Settlementget
    • List Cashless Reconciliationsget
    • Retrieve Cashless Reconciliationget
    • Update Cashless Reconciliationpatch
    • Create DVP RVP Reportpost
    • List DVP RVP Reportsget
    • Retrieve DVP RVPget
    • Update Settlementpatch
    • Attest Settlementpatch
    • Attest Cashless Reconciliationpatch
  • Subscriptions
    • Create Subscriptionpost
    • List Subscriptions by Userget
    • Delete Subscriptiondel

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

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

Order Events

Updated 10 months ago


Linked Bank Account Events
Position Events
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Updated 10 months ago


Linked Bank Account Events
Position Events
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    • Order Created
    • Order Updated
    • Order Completed