User Types

Every User object has a "type" that indicates its primary purpose. In most cases, you will create INDIVIDUAL_TRADER-type Users.

User Type

Enum

Description

Individual Trader

INDIVIDUAL_TRADER

Customers allowed to open a brokerage account, or a direct activity in someone else's account

Custodial

CUSTODIAL

Users allowed read-only access to an account, which is managed by someone else. Typically used for under-18 customers setup by a parent.