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🔒 Documentation
eXchange (FIX)
Getting started
Start Here
Technology and Infrastructure
Amazon SQS Integration
Quickstart Guides
Overview
Wallets and Self-Directed Investing
Autopilot-Managed
Omnibus
Partner Integration Guide
Step 1 - Authentication
Step 2 - User Creation
Step 2a. (UX/UI) Brokerage Questions, Mandatory Disclosures, Digital Signature, and Attachments
Custodial Users and Accounts
Step 3 - Account Creation
Retirement Accounts
Enabling leverage
Step 4 - KYC
KYC Best Practices and FAQs
KYC Integration Test Plan
Step 5 - Funding Workflows
5A - Individual Funding Workflow
5a - Reducing ACH returns
5B - Bulk Funding Overview
5C - Trade Settlement Overview
5c - Understanding Reconciliations
Autopilot withdrawals
Step 6 - Placing Trades / Orders
Market Data
Data Caching, Storage and Retrieval
Trade Commissions, Subscription Fees, and Regulatory (SEC/TAF) Fees
Transferring securities
Order Handling
Discretionary Trading (Partner OMS) for Multiple Accounts
24/7 Cash Rewards
Step 7 - Customer Reporting
Corporate Action Information
Mergers & acquisitions
Splits, Spinoffs, and Rights Offerings
Omnibus Integrations
Omnibus Reconciliations
AutoPilot Integrations
ROBO Managed Accounts
ROBO Overview
Create Funds for Portfolios
Create Portfolios
Enable Autopilot and Set Rebalancing
GET Portfolio IDs
A2E Offerings
Overview
Extended Hours Trading
OTC Trading
Fully Paid for Securities Lending
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