# DriveWealth API Documentation > Documentation for DriveWealth API ## Guides - [Introduction](https://developer.drivewealth.com/apis/docs/intro.md) - [Choosing your integration model](https://developer.drivewealth.com/apis/docs/choosing-your-integration-model.md) - [API Lifecycle Guide](https://developer.drivewealth.com/apis/docs/api-lifecycle-guide.md): This guide explains how DriveWealth manages the lifecycle of its APIs — from early availability through general release to eventual deprecation. Understanding these stages helps you build integrations that are stable, forward-compatible, and easy to maintain. - [Common data types](https://developer.drivewealth.com/apis/docs/common-data-types.md) - [Moving to production](https://developer.drivewealth.com/apis/docs/moving-to-production.md) - [Understanding How DriveWealth Calculates Account Performance](https://developer.drivewealth.com/apis/docs/understanding-how-drivewealth-calculates-account-performance.md) - [Opening accounts](https://developer.drivewealth.com/apis/docs/opening-accounts.md) - [User Onboarding Data Requirements](https://developer.drivewealth.com/apis/docs/user-onboarding-data-requirements.md): This document defines the required user data fields, validation rules, and compliance constraints for onboarding natural persons and entities on the platform. - [Onboarding businesses](https://developer.drivewealth.com/apis/docs/onboarding-businesses.md): This guide is for fully disclosed partners using DriveWealth’s Business Account product to onboard and support corporate/business entities. If your platform only supports individual accounts or you manage customer data independently, you can skip this section. - [Onboarding Trusts](https://developer.drivewealth.com/apis/docs/trust-account-onboarding-guide.md): This guide is for fully disclosed partners using DriveWealth’s Trust Account product to onboard and support trust entities. If your platform only supports individual accounts or you manage customer data independently, you can skip this section. - [Self-Managed Super Fund (SMSF) Account Onboarding Guide](https://developer.drivewealth.com/apis/docs/self-managed-super-fund-smsf-account-onboarding-guide.md) - [Trump Account](https://developer.drivewealth.com/apis/docs/trump-account.md) - [Customer verification](https://developer.drivewealth.com/apis/docs/customer-verification.md) - [Showing disclosures](https://developer.drivewealth.com/apis/docs/showing-disclosures.md) - [Retirement accounts](https://developer.drivewealth.com/apis/docs/retirement-accounts.md) - [Teen & custodial accounts](https://developer.drivewealth.com/apis/docs/teen-custodial-accounts.md) - [Enabling leverage](https://developer.drivewealth.com/apis/docs/enabling-leverage.md) - [Equities](https://developer.drivewealth.com/apis/docs/equities.md) - [Extended hours trading](https://developer.drivewealth.com/apis/docs/extended-hours-trading.md) - [Mutual Funds](https://developer.drivewealth.com/apis/docs/mutual-funds.md) - [Buying Alternative Asset Funds ](https://developer.drivewealth.com/apis/docs/alternative-asset-funds.md) - [Options](https://developer.drivewealth.com/apis/docs/options.md) - [Automated Options Approval Process](https://developer.drivewealth.com/apis/docs/enabling-options-features.md) - [Finding an Option](https://developer.drivewealth.com/apis/docs/filtering-options.md) - [Options chains](https://developer.drivewealth.com/apis/docs/options-chain.md) - [Placing option orders](https://developer.drivewealth.com/apis/docs/placing-option-orders.md) - [Exercising contracts & managing expiration ](https://developer.drivewealth.com/apis/docs/exercising-contracts-managing-expiration.md) - [Fixed Income](https://developer.drivewealth.com/apis/docs/fixed-income.md) - [Filtering FI Instruments](https://developer.drivewealth.com/apis/docs/filtering-fi-instruments.md) - [Depth of book](https://developer.drivewealth.com/apis/docs/fixed-income-depth-of-book.md) - [Accrued interest](https://developer.drivewealth.com/apis/docs/accrued-interest.md) - [Displaying prices and information](https://developer.drivewealth.com/apis/docs/displaying-prices-and-information.md) - [Showing historical charts](https://developer.drivewealth.com/apis/docs/showing-historical-charts.md) - [Creating an order](https://developer.drivewealth.com/apis/docs/creating-an-order.md) - [Fees, commissions, and markups](https://developer.drivewealth.com/apis/docs/fees-commissions-and-markups.md) - [Fractionalized assets](https://developer.drivewealth.com/apis/docs/fractionalized-assets.md) - [Block trading for multiple accounts](https://developer.drivewealth.com/apis/docs/block-trading-for-multiple-accounts.md) - [Automated trading](https://developer.drivewealth.com/apis/docs/automated-trading.md) - [Trading violations](https://developer.drivewealth.com/apis/docs/trading-violations.md) - [Testing in sandbox](https://developer.drivewealth.com/apis/docs/testing-in-sandbox.md) - [Reinvesting dividends](https://developer.drivewealth.com/apis/docs/reinvesting-dividends.md) - [Omnibus Trading](https://developer.drivewealth.com/apis/docs/omnibus-setup.md) - [Individual Funding](https://developer.drivewealth.com/apis/docs/individual-funding.md) - [Depositing](https://developer.drivewealth.com/apis/docs/depositing-1.md) - [Withdrawing](https://developer.drivewealth.com/apis/docs/withdrawing-1.md) - [Bulk Funding](https://developer.drivewealth.com/apis/docs/bulk-funding.md) - [Cashless Settlement](https://developer.drivewealth.com/apis/docs/bulk-fundingcashless.md) - [Transferring securities](https://developer.drivewealth.com/apis/docs/transferring-securities.md) - [Using Plaid](https://developer.drivewealth.com/apis/docs/using-plaid.md) - [Travel Rule](https://developer.drivewealth.com/apis/docs/travel-rule.md) - [Cash Promotions](https://developer.drivewealth.com/apis/docs/cash-promotions.md) - [Getting balances and positions](https://developer.drivewealth.com/apis/docs/getting-balances-and-positions.md) - [Showing historical transactions](https://developer.drivewealth.com/apis/docs/showing-historical-transactions.md) - [Showing Account Performance](https://developer.drivewealth.com/apis/docs/showing-account-performance.md): At the end of each trading day, DriveWealth captures several metrics for each Account. - [Official documents](https://developer.drivewealth.com/apis/docs/official-documents.md) - [Tax handling](https://developer.drivewealth.com/apis/docs/tax-handling.md) - [W-9 B-Notice remediation](https://developer.drivewealth.com/apis/docs/w-9-b-notice-remediation.md) - [W-8BEN recertification](https://developer.drivewealth.com/apis/docs/w-8ben-recertification.md) - [IRS Section 871(m) for Options](https://developer.drivewealth.com/apis/docs/irs-section-871m-for-options.md) - [Cash interest](https://developer.drivewealth.com/apis/docs/cash-interest.md) - [Securities lending](https://developer.drivewealth.com/apis/docs/securities-lending.md) - [Corporate actions](https://developer.drivewealth.com/apis/docs/corporate-actions.md) - [Equities](https://developer.drivewealth.com/apis/docs/equities-1.md) - [Shareholder communications](https://developer.drivewealth.com/apis/docs/shareholder-communications.md) - [Dividends](https://developer.drivewealth.com/apis/docs/dividends.md) - [Splits](https://developer.drivewealth.com/apis/docs/splits.md) - [Spin-offs](https://developer.drivewealth.com/apis/docs/spin-offs.md) - [Mergers & acquisitions](https://developer.drivewealth.com/apis/docs/mergers-acquisitions.md) - [Symbol changes](https://developer.drivewealth.com/apis/docs/symbol-changes.md) - [Delistings & going private](https://developer.drivewealth.com/apis/docs/delistings-going-private.md) - [Tender offers](https://developer.drivewealth.com/apis/docs/tender-offers.md) - [Options](https://developer.drivewealth.com/apis/docs/options-1.md) - [Escheatments](https://developer.drivewealth.com/apis/docs/escheatments.md) - [Regulatory Reporting](https://developer.drivewealth.com/apis/docs/regulatory-reporting.md) - [FTP document access](https://developer.drivewealth.com/apis/docs/ftp-document-access.md) - [Getting Started w/ DriveHub](https://developer.drivewealth.com/apis/docs/getting-started-w-drivehub.md) - [Setting up SSO(with Okta)](https://developer.drivewealth.com/apis/docs/setting-up-ssowith-okta.md) - [Retrieve Account Summary Migration Guide](https://developer.drivewealth.com/apis/docs/retrieve-account-summary-migration-guide.md) ## API Reference - [Introduction](https://developer.drivewealth.com/apis/reference/introduction.md) - [Idempotent requests](https://developer.drivewealth.com/apis/reference/idempotent-requests.md) - [Events via SQS](https://developer.drivewealth.com/apis/reference/sqs-events.md) - [Errors](https://developer.drivewealth.com/apis/reference/errors.md) - [Enumerations](https://developer.drivewealth.com/apis/reference/enums.md): Everything enum related. - [Create Session Token](https://developer.drivewealth.com/apis/reference/post_auth-tokens.md): Creates a session token for an implementer to utilize for subsequent API requests. - [Create Authentication Token](https://developer.drivewealth.com/apis/reference/post_auth.md): Creates an authentication token for an implementer to utilize for subsequent API requests. - [Create User](https://developer.drivewealth.com/apis/reference/post_users.md): Creates a User. - [Retrieve User](https://developer.drivewealth.com/apis/reference/get_users-userid.md): Retrieves a User details by userID. - [Update User](https://developer.drivewealth.com/apis/reference/patch_users-userid.md): Updates a User details by userID. - [Retrieve KYC](https://developer.drivewealth.com/apis/reference/get_users-userid-kyc-status.md): Retrives a User KYC by userID. - [Retrieve Entity](https://developer.drivewealth.com/apis/reference/get_entities-entityid.md): Retrieves a Entity details by entityId. - [Update Entity](https://developer.drivewealth.com/apis/reference/patch_entities-entityid.md): Updates a Entity. - [Create Entity](https://developer.drivewealth.com/apis/reference/post_entities.md): Creates a Entity. - [Create Account](https://developer.drivewealth.com/apis/reference/post_accounts.md): Creates a trading Account - [Retrieve Account](https://developer.drivewealth.com/apis/reference/get_accounts-accountid.md): Retrieves an Account details by accountID. - [Update Account](https://developer.drivewealth.com/apis/reference/patch_accounts-accountid.md): Updates an Account details by accountID. - [List User Accounts](https://developer.drivewealth.com/apis/reference/get_users-userid-accounts.md): Retrieves a list of User Accounts by userID, including joint accounts the user co-owns. - [Retrieve Account Cash](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-summary-money.md): Retrieves an Account Cash details by accountID. - [Retrieve Account Summary](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-summary.md): Retrieves an Account Summary details by accountID. The full Account Summary API is now deprecated. Instead, use the individual APIs for retrieving the Account's Positions, Transactions, or Orders separately. - [Retrieve Account Margin](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-summary-margin.md): Retrieves Account Margin details by accountID. - [Retrieve Account Lots](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-position-details.md): Retrieves an Account Lots details by accountID. - [List Instruments](https://developer.drivewealth.com/apis/reference/get_instruments.md): Retrives a list of Instruments. - [Retrieve Instrument](https://developer.drivewealth.com/apis/reference/get_instruments-symbolorinstrumentid.md): Retrieves an Instrument details by symbol or instrumentID. - [Retrieve Instrument Options Chain](https://developer.drivewealth.com/apis/reference/get_instruments-symbolorinstrumentid-options.md): Retrieves an Instrument Options Chain by symbol or instrumentID. - [Retrieve Instrument Option Expiration](https://developer.drivewealth.com/apis/reference/get_instruments-symbolorinstrumentid-options-expiration-dates.md): Retrieve an Instrument Option Expiration details by symbol or instrumentID. - [Search Instruments](https://developer.drivewealth.com/apis/reference/filterinstruments.md): Searches Instruments based on the filter criteria provided. - [List Account resting Orders](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-summary-orders.md): Retrives a list of Account Orders by accountID. The orders returned will all be currently pending Orders that are awaiting a fill or cancellation. - [List Account historical Orders](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-reports-order-history.md): Retrieves a list of Account Orders by accountID. The orders returned are ones that have been previously closed, either by being filled or by being canceled. - [Create Order](https://developer.drivewealth.com/apis/reference/post_orders.md): Create an Order. - [Retrieve Order](https://developer.drivewealth.com/apis/reference/get_orders-orderid.md): Retrieves an Order details by orderID. - [Update Order](https://developer.drivewealth.com/apis/reference/patch_orders-orderid.md): Updates an Order by orderID. - [Retrieve Order by Order Number](https://developer.drivewealth.com/apis/reference/get_orders-byorderno-orderno.md): Retrieves an Order by OrderNo. - [List Account Positions](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-summary-positions.md): Retrives a list of Account Positions by accountID - [Retrieve Account Transaction Summary](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-summary-transactions.md): Retrives an Account Transaction Summary details by accountID. This API has been deprecated. Instead, use List Account Transactions to retrieve historical Transactions. To retrieve orders, use List Account historical Orders. - [List Account Transactions](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-transactions.md): Retrieves a list of Account Transactions by accountID. - [Create Instrument Exchange](https://developer.drivewealth.com/apis/reference/post_exchanges.md): Creates an Instrument Exchange. The ability to sale of a held instrument and purchase of another. - [Update Instrument Exchange](https://developer.drivewealth.com/apis/reference/patch_exchanges.md): Updates an Instrument Exchange. - [List Account Instrument Exchanges.](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-summary-exchanges.md): Retrives a list of Account Instrument Exchanges by accountID. - [Retrieve Account Instrument Exchange History](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-reports-exchange-history.md): Retrieves a list of Account Instrument Exchange History by accountID. - [List Commission Schedules](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-commissions.md): Retrieves a list of Commissions Schedules by accountID. - [List Supported Countries](https://developer.drivewealth.com/apis/reference/get_countries.md): Retrieves a list of allowed countries for which users can be onboard from. - [Retrieve Correspondent Reports](https://developer.drivewealth.com/apis/reference/get_correspondantreport.md): Fetch daily reports generated to provide positions, account activity, balances, and more in file format - [Retrieve Account Performance](https://developer.drivewealth.com/apis/reference/accountperformance.md): Retrieves end of day account performance including balances, cash flows, rate of return and a variety of attributes by accountNo. - [List Account Violations](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-violations.md): Retrives a list of Account Violations by accountID. - [Retrieve Account Violations Summary](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-summary-violations.md): Retrives Account Violations Summary details by accountID. - [List Account Statements](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-statements.md): Retrives a list of Account Statements by accountID. - [List Account Tax Statements](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-taxforms.md): Retrieves a list of Account Tax Statements by accountID. - [Retrieve Statement](https://developer.drivewealth.com/apis/reference/get_statements-accountid-filekey.md): Retrieves an Account Statement (Monthly, Trade Confirms, Tax Forms, etc.) by accountID and fileKey. - [List Account Trade Confirmations](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-confirms.md): Retrieves a list of Account Trade Confirmations by accountID. - [Create Account Beneficiaries](https://developer.drivewealth.com/apis/reference/post_accounts-accountid-beneficiaries.md): Creates an Account Beneficiary by accountID. - [Retrieve Account Beneficiaries](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-beneficiaries.md): Retrieves a list of Account Beneficiaries by accountID. - [Delete Account Beneficiaries](https://developer.drivewealth.com/apis/reference/delete_accounts-accountid-beneficiaries.md): Removes all Accounts Beneficiaries by accountID. - [Upload Physical Document](https://developer.drivewealth.com/apis/reference/post_documents.md): Uploads a Physical Document. - [List User Physical Documents](https://developer.drivewealth.com/apis/reference/get_users-userid-documents.md): Retrieves a list of Users Physical Documents by userID. - [Retrieve Physical Document URL](https://developer.drivewealth.com/apis/reference/get_documents-documentid-url.md): Retrieves a Physical Document by documentID. - [List User Linked Bank Accounts](https://developer.drivewealth.com/apis/reference/get_users-userid-bank-accounts.md): Retrieves a list of User Linked Bank Accounts by userID. - [Link Bank Account](https://developer.drivewealth.com/apis/reference/post_bank-accounts.md): Links an external Bank Account. - [Retrieve Linked Bank Account](https://developer.drivewealth.com/apis/reference/get_bank-accounts-bankaccountid.md): Retrieves a Linked Bank Account by bankAccountID. - [Update Linked Bank Account](https://developer.drivewealth.com/apis/reference/patch_bank-accounts-bankaccountid.md): Updates a Linked Bank Account by bankAccountID. - [Delete Linked Bank Account](https://developer.drivewealth.com/apis/reference/delete_bank-accounts-bankaccountid.md): Removes a Linked Bank Account by bankAccountID. - [Retrieve Account Virtual Bank Account](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-funding-deposit-instructions.md): Retrieves an Account Virtual Bank Account details by accountID. - [List Account Deposits](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-funding-deposits.md): Retrieves a list of Account Deposits by accountID. - [List User Deposits](https://developer.drivewealth.com/apis/reference/get_users-userid-funding-deposits.md): Retrieves a list of User Deposits by userID. - [List User Recurring Deposits](https://developer.drivewealth.com/apis/reference/get_users-userid-recurring-deposits.md): Retrieves a list of User Recurring Deposits by userID. - [Create Deposit](https://developer.drivewealth.com/apis/reference/post_funding-deposits.md): Creates a Deposit. - [Retrieve Deposit](https://developer.drivewealth.com/apis/reference/get_funding-deposits-depositid.md): Retrieves Deposit details by depositID. - [Retrieve Recurring Deposits](https://developer.drivewealth.com/apis/reference/get_funding-recurring-deposits-recurringid.md): Retrieves Recurring Deposits details by recurringID. - [Update Recurring Deposit](https://developer.drivewealth.com/apis/reference/patch_funding-recurring-deposits-recurringid.md): Updates Recurring Deposit details by recurringID. - [Delete Recurring Deposit](https://developer.drivewealth.com/apis/reference/delete_funding-recurring-deposits-recurringid.md): Deactivates Recurring Deposit details by recurringID. - [Deposit Status](https://developer.drivewealth.com/apis/reference/deposit-status.md) - [List Deposits](https://developer.drivewealth.com/apis/reference/get_funding-deposits.md): Retrieves a list of Deposits. - [Update Deposit ACH Settlement](https://developer.drivewealth.com/apis/reference/patch_funding-deposits-depositid-achsettlement.md): Updates the ACH settlement dates for a deposit by depositID. - [List Account Withdrawals](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-funding-redemptions.md): Retrieves a list of Account Withdrawals by accountID - [List User Withdrawals](https://developer.drivewealth.com/apis/reference/get_users-userid-funding-redemptions.md): Retrieves a list of User Withdrawals by userID. - [Create Withdrawal](https://developer.drivewealth.com/apis/reference/post_funding-redemptions.md): Creates a Withdrawal. - [Retrieve Withdrawal](https://developer.drivewealth.com/apis/reference/get_funding-redemptions-redemptionid.md): Retrieves a Withdrawal by redemptionID. - [Withdrawal Status](https://developer.drivewealth.com/apis/reference/redemption-status.md) - [List Withdrawals](https://developer.drivewealth.com/apis/reference/get_funding-redemptions.md): Retrieves a list of Withdrawals. - [Create ACATS Transfer](https://developer.drivewealth.com/apis/reference/post_asset-transfers-acats.md): The Automated Customer Account Transfer Service (ACATS) is a system that facilitates the transfer of securities from one trading account to another at a different brokerage firm or bank. - [Create Minor Graduation Transfer](https://developer.drivewealth.com/apis/reference/post_asset-transfers-minor-graduation.md): If an Account is opened for the purpose of allowing a minor to invest, this API will allow for the transfer of assets from this account to the minor's own named account once they reach the age of majority. - [Update ACAT Transfer](https://developer.drivewealth.com/apis/reference/patch_asset-transfers-acats.md): Review ACAT transfer request. This endpoint is used to reject securities from the transfer. - [Retrieve Transfer](https://developer.drivewealth.com/apis/reference/get_asset-transfers-assettransferid.md): Get a Transfer's current details. - [List Transfers](https://developer.drivewealth.com/apis/reference/get_asset-transfers.md): Lists all of your Transfers across all Accounts. This can be filtered by type of Transfer. - [Create Internal Asset Transfer](https://developer.drivewealth.com/apis/reference/post_asset-transfers-transfers.md): The Internal Transfers API is a system that facilitates the transfer of cash and/or securities from one account to another at the same brokerage firm or bank. The transfers are permitted only if both accounts are under the same ownership. - [Retrieve Settlements](https://developer.drivewealth.com/apis/reference/get_settlements.md): Retrieves a list of Settlements. - [Retrieve Settlement](https://developer.drivewealth.com/apis/reference/get_settlements-settlementid.md): Retrieves Settlement by settlementID. - [List Cashless Reconciliations](https://developer.drivewealth.com/apis/reference/get_funding-reconciliations.md): Fetches a list of daily reconciliations for a firm using cashless settlement. - [Retrieve Cashless Reconciliation](https://developer.drivewealth.com/apis/reference/get_funding-reconciliations-reconciliationid.md): Fetches reconciliations details for a firm using cashless settlement. - [Update Cashless Reconciliation](https://developer.drivewealth.com/apis/reference/patch_funding-reconciliations-reconciliationid.md): Updates a Cashless Reconciliation by reconciliationID. - [Create DVP RVP Report](https://developer.drivewealth.com/apis/reference/post_accounts-accountid-reports-daily-trade-summary.md): Creates a job to generate a DVP RVP Report. - [List DVP RVP Reports](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-reports-daily-trade-summary.md): Lists DVP RVP reports. - [Retrieve DVP RVP](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-reports-daily-trade-summary-reportid.md): Retrieves a DVP RVP by reportID. - [Update Settlement](https://developer.drivewealth.com/apis/reference/patch_settlements-settlementid.md): Updates Settlement by settlementID. - [Attest Settlement](https://developer.drivewealth.com/apis/reference/patch_settlements-settlementid-attest.md): Attests a Settlement if it is in a successful state and not already attested. Only available if the attestation feature is enabled for the partner. - [Attest Cashless Reconciliation](https://developer.drivewealth.com/apis/reference/attestreconciliation.md): Attests a reconciliation report if it is in a successful state and not already attested. Only available if the attestation feature is enabled for the partner. - [Create Subscription](https://developer.drivewealth.com/apis/reference/post_subscriptions.md): Creates a Subscription charge for a User's Linked Bank Account. This API is now deprecated as the Subscriptions product is no longer supported. - [List Subscriptions by User](https://developer.drivewealth.com/apis/reference/get_users-userid-subscriptions.md): Retrieves all User's Subscriptions by User This API is now deprecated as the Subscriptions product is no longer supported. - [Delete Subscription](https://developer.drivewealth.com/apis/reference/delete_subscriptions-subscriptionid.md): Removes a User's Subscription by Subscription. This API is now deprecated as the Subscriptions product is no longer supported. - [Retrieve Quote (referential feed)](https://developer.drivewealth.com/apis/reference/get_quotes.md): Fetch the realtime or 15 minute delayed Referential quote details for a specific security. - [Retrieve Quote (consolidated feed)](https://developer.drivewealth.com/apis/reference/get_quotes-vdr.md): Fetch the NBBO quote details for a specific security. - [Retrieve Chart](https://developer.drivewealth.com/apis/reference/get_bars.md): Fetch historical bars for a given instrument over a given time period. - [Retrieve Depth of Book](https://developer.drivewealth.com/apis/reference/getquotedepth.md): Get the Depth of Book for an Instrument. For now, this API only works with debt instruments, but will expand in the future. - [Create Trade Allocation](https://developer.drivewealth.com/apis/reference/post_managed-allocations.md): Create a Trade Allocation. - [Retrieve Trade Allocation](https://developer.drivewealth.com/apis/reference/get_managed-allocations-allocationid.md): Retrieves Trade Allocation by allocationID. - [List Trade Allocations by Advisor](https://developer.drivewealth.com/apis/reference/get_users-userid-managed-allocations.md): Fetches a list of an User's allocations. - [List Orders by Advisor](https://developer.drivewealth.com/apis/reference/get_users-userid-managed-orders-summary.md): Fetches a User's sub account orders allocations summary by date. - [List Allocations by Advisor](https://developer.drivewealth.com/apis/reference/get_users-userid-managed-orders.md): Fetches a user's sub account orders allocations by userID - [Retrieve Beginning Of Day (BOD) by Advisor](https://developer.drivewealth.com/apis/reference/get_users-userid-managed-bod.md): Fetches a list of sub accounts beginning of day holdings by userID - [Create Fund](https://developer.drivewealth.com/apis/reference/post_managed-funds.md): Creates a Fund. - [Retrieve Fund](https://developer.drivewealth.com/apis/reference/get_managed-funds-fundid.md): Retrieves a Fund by fundID. - [List Funds by Advisor](https://developer.drivewealth.com/apis/reference/get_users-userid-managed-funds.md): Fetches a list of funds by userID - [Create Portfolio](https://developer.drivewealth.com/apis/reference/post_managed-portfolios.md): Creates a Portfolio. - [Retrieve Portfolio](https://developer.drivewealth.com/apis/reference/get_managed-portfolios-portfolioid.md): Retrieves a Portfolio by portfolioID. - [Update Portfolio](https://developer.drivewealth.com/apis/reference/patch_managed-portfolios-portfolioid.md): Updates a Profolio by portfolioID. - [List Portfolios by Advisor](https://developer.drivewealth.com/apis/reference/get_users-userid-managed-portfolio.md): Fetches a list of portfolios by userID - [Create Autopilot Run](https://developer.drivewealth.com/apis/reference/post_managed-autopilot-partnerid.md): Create an Autopilot Run. - [Retrieve Autopilot Run](https://developer.drivewealth.com/apis/reference/get_managed-autopilot-rebalancerunid.md): Retrieves an Autopilot Run by rebalanceRunID. - [Retrieve Portfolio by Account](https://developer.drivewealth.com/apis/reference/get_accounts-accountid-portfolio.md): Retrieve Portfolio details by accountID. - [List AutoPilot Runs by Advisor](https://developer.drivewealth.com/apis/reference/get_users-userid-managed-autopilot.md): Fetches a list of autopilot runs by userID. - [Account Events](https://developer.drivewealth.com/apis/reference/accounts-events.md) - [Allocation Events](https://developer.drivewealth.com/apis/reference/allocation-events.md) - [Asset Transfer Events](https://developer.drivewealth.com/apis/reference/acat-events.md) - [Cancel Rebill Events](https://developer.drivewealth.com/apis/reference/cancel-rebill-events.md) - [Merger & Acquisitions Events](https://developer.drivewealth.com/apis/reference/merger-acquisitions-events.md) - [Spinoff Events](https://developer.drivewealth.com/apis/reference/spin-off-events.md) - [Stock Split Events](https://developer.drivewealth.com/apis/reference/stock-splits.md) - [Ticker Symbol Change Events](https://developer.drivewealth.com/apis/reference/symbol-change.md) - [Voluntary Tender Events](https://developer.drivewealth.com/apis/reference/voluntary-tender-offer.md) - [Involuntary Tender Offer Events](https://developer.drivewealth.com/apis/reference/involuntary-tender-offer.md) - [Going Private Events](https://developer.drivewealth.com/apis/reference/going-private-events.md) - [Dividend Events](https://developer.drivewealth.com/apis/reference/dividends-events.md) - [Bond Redemption Events](https://developer.drivewealth.com/apis/reference/bond-redemption-events.md) - [Coupon Events](https://developer.drivewealth.com/apis/reference/coupon-events.md) - [Bond Maturity Events](https://developer.drivewealth.com/apis/reference/bond-maturity-events.md) - [Deposit Events](https://developer.drivewealth.com/apis/reference/deposits-events.md) - [Instrument Events](https://developer.drivewealth.com/apis/reference/instruments-events.md) - [KYC Events](https://developer.drivewealth.com/apis/reference/kyc-events.md) - [Linked Bank Account Events](https://developer.drivewealth.com/apis/reference/linked-bank-accounts-events.md) - [Order Events](https://developer.drivewealth.com/apis/reference/orders-events.md) - [Position Events](https://developer.drivewealth.com/apis/reference/positions-events.md) - [Settlement Events](https://developer.drivewealth.com/apis/reference/settlements-events.md) - [Statement Events](https://developer.drivewealth.com/apis/reference/statements-events.md) - [Transaction Events](https://developer.drivewealth.com/apis/reference/transactions-events.md) - [User Events](https://developer.drivewealth.com/apis/reference/user-events.md) - [Violation Events](https://developer.drivewealth.com/apis/reference/violations-events.md) - [Withdrawal Events](https://developer.drivewealth.com/apis/reference/withdrawals-events.md) - [Document Events](https://developer.drivewealth.com/apis/reference/document-events.md) - [Entity events](https://developer.drivewealth.com/apis/reference/entity-events.md) ## Recipes - [Invest in fixed income](https://developer.drivewealth.com/apis/recipes/invest-in-fixed-income.md) - [Place your first trade](https://developer.drivewealth.com/apis/recipes/place-your-first-trade.md) - [Trading options for the first time](https://developer.drivewealth.com/apis/recipes/trading-options-for-the-first-time.md) ## Changelog - [Release Notes 2026-07-15](https://developer.drivewealth.com/apis/changelog/release-notes-2026-07-15.md) - [API Release v1.82.0](https://developer.drivewealth.com/apis/changelog/api-release-v1820.md) - [API Release v1.81.0](https://developer.drivewealth.com/apis/changelog/api-release-v1810.md) - [API Release v1.69.0](https://developer.drivewealth.com/apis/changelog/api-release-1-69-0.md) - [API Release v1.68.1](https://developer.drivewealth.com/apis/changelog/api-release-1-68-1.md)