accountNo

userID

string

accountType

object

Object provides details on the type of account

accountType.name

string

Type of account

accountType.description

string

Description of type of account

commissionID

string

Commission schedule identifier

beneficiaries

boolean

If account has beneficiaries, sets to true otherwise sets to false

freeTradeBalance

number

Number of free trades for an account.

goodFaithViolations

number

Number of good faith violations. Learn more about how we flag "good faith violations".

parentIB

object

Object provides details on the parent introducing user

parentIB.id

string

User ID of parent introducing user

parentIB.name

string

Name of parent introducing user

leverage

number

Percent leverage available

openedWhen

string

Date of when account was opened

patternDayTrades

number

Number of Pattern Day Trade violations. Learn more about how we flag 'pattern day trades'

status

object

Object provides details on account status

status.name

string

Status of the account

status.description

string

Description of the current account status

sweepInd

boolean

Determines if funds swept into Money Market

tradingType

object

Object provides accounts trading type

tradingType.name

string

Type of account

tradingType.description

string

Description of account type

createdWhen

string

When the account was created

bod

object

Object provides beginning of day balances

bod.moneyMarket

number

Beginning of day money market value. Please note account cash is swept daily into a money market account

bod.equityValue

number

Total equity value

bod.cashAvailableForWithdrawal

number

Total amount of settled funds that can be withdrawn

bod.cashAvailableForTrading

number

Total amount of settled funds that can be traded

bod.updatedWhen

string

Time of last update

bod.cashBalance

number

Current account balance

restricted

boolean

Account restriction status

nickname

string

Nickname placed on the account

interestFree

boolean

Determines if account gains money market interest

accountMgmtType

object

Object provides accounts management type

accountMgmtType.name

string

Accounts management type

accountMgmtType.description

string

Description of the management type

ria

object

Object provides details on the advisor of the account

ria.advisorID

string

User ID of the accounts advisor

ria.productID

string

Product ID of the advisors defined product

id

string

accountID