Overview
Applications

Open and update various types of accounts.

ACH Profiles

Create, update, and verify account ACH profiles.

Transactions

Manage deposit and withdrawal transactions on an account.

Documents

Fetch statements, tax documents and trade confirmations for customers.

Webhooks

Manage and test evented webhooks.

Virtual Accounts

Create and update paper trading accounts.

Reference

Examples, response types, property details and explanations.

Application Types

You can open the following types of application types with Tradier Brokerage. Some applications require different form objects as outlined below. The applicationType is also listed, which should be sent when opening the application.

Individual (Cash) individual_cash
newAccountForm or newAccountForeignForm (if foreign)
optionAgreementForm (if options enabled)

Individual (Margin) individual_margin
newAccountForm
marginAgreementForm
optionAgreementForm (if options enabled)

Joint Survivor (Cash) joint_cash_survivor
newAccountForm or newAccountForeignForm (if foreign)
jointRightsOfSurvivorshipForm
optionAgreementForm (if options enabled)

Joint Survivor (Margin) joint_margin_survivor
newAccountForm
marginAgreementForm
jointRightsOfSurvivorshipForm
optionAgreementForm (if options enabled)

Rollover IRA rollover_ira
newAccountIraForm (same as newAccountForm)
iraSepRolloverAgreementForm
retirementAccountBeneficiariesForm
optionAgreementForm (if options enabled)

Traditional IRA traditional_ira
newAccountIraForm (same as newAccountForm)
iraSepRolloverAgreementForm
retirementAccountBeneficiariesForm
optionAgreementForm (if options enabled)

Roth IRA roth_ira
newAccountIraForm (same as newAccountForm)
rothIraAgreementForm
retirementAccountBeneficiariesForm
optionAgreementForm (if options enabled)