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.

ACAT Transfers

Manage ACAT Transfers on an account.

Reference

Examples, response types, property details and explanations.

Get Documents

  • Available in Paper Trading
  • Available in Production
  • Available to Advisors
  • Supported

Fetch documents available for this account.

GET

Headers

Header Required Values/Example Default
Authorization Required Basic XXX

Parameters

Parameter Type Param Type Required Values/Example Default
account_id Path String Required
Account number
start Query String Optional yyyy-mm-dd
Start date of document search. e.g. -6 months
end Query String Optional yyyy-mm-dd
End date of document search. e.g. Today
type Query String Optional STATEMENT
Can either be STATEMENT, TAX or CONFIRM

Code Example

curl -X GET "https://api.tradier.com/v2/accounts/{account_id}/documents?start=yyyy-mm-dd&end=yyyy-mm-dd&type=STATEMENT" \
     -H 'Authorization: Basic <TOKEN>' \
     -H 'Accept: application/json'
// Version 1.8.0_31
import static org.apache.http.entity.ContentType.APPLICATION_JSON;
import java.io.IOException;
import org.apache.http.HttpResponse;
import org.apache.http.client.methods.HttpUriRequest;
import org.apache.http.client.methods.RequestBuilder;
import org.apache.http.entity.StringEntity;
import org.apache.http.impl.client.HttpClientBuilder;
import org.apache.http.util.EntityUtils;
import com.fasterxml.jackson.databind.JsonNode;
import com.fasterxml.jackson.databind.ObjectMapper;
import com.fasterxml.jackson.databind.node.ObjectNode;

public class Main {
  public static void main(String[] args) throws IOException {
    
    final HttpUriRequest request = RequestBuilder
        .get("https://api.tradier.com/v2/accounts/{account_id}/documents")
        .addHeader("Authorization", "Basic <TOKEN>")
        .addHeader("Accept", "application/json")
        .addParameter("start", "yyyy-mm-dd")
        .addParameter("end", "yyyy-mm-dd")
        .addParameter("type", "STATEMENT")
        .build();

    final HttpResponse response = HttpClientBuilder.create().build().execute(request);
    final String jsonString = EntityUtils.toString(response.getEntity());
    final JsonNode json = new ObjectMapper().readTree(jsonString);

    System.out.println(response.getStatusLine().getStatusCode());
    System.out.println(json);
  }
}
# Version 2.5.0p0
require 'uri'
require 'net/http'

url = URI("https://api.tradier.com/v2/accounts/{account_id}/documents?start=yyyy-mm-dd&end=yyyy-mm-dd&type=STATEMENT")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Basic <TOKEN>'
request["Accept"] = 'application/json'

response = http.request(request)
puts response.code
puts response.read_body
// Version go1.12
package main

import (
    "fmt"
    "net/http"
    "net/url"
    "io/ioutil"
    "log"
)

func main() {
    apiUrl := "https://api.tradier.com/v2/accounts/{account_id}/documents?start=yyyy-mm-dd&end=yyyy-mm-dd&type=STATEMENT"
    u, _ := url.ParseRequestURI(apiUrl)
    urlStr := u.String()
    
    client := &http.Client{}
    r, _ := http.NewRequest("GET", urlStr, nil)
    r.Header.Add("Authorization", "Basic <TOKEN>")
    r.Header.Add("Accept", "application/json")

    resp, _ := client.Do(r)
    responseData, err := ioutil.ReadAll(resp.Body)

    if err != nil {
      log.Fatal(err)
    }

    fmt.Println(resp.Status)
    fmt.Println(string(responseData))
}
// Version 4.6.2.0
using System;
using System.Net;
using System.IO;
using System.Text;

public class MainClass {
  public static void Main (string[] args) {
    var request = (HttpWebRequest)WebRequest.Create("https://api.tradier.com/v2/accounts/{account_id}/documents?start=yyyy-mm-dd&end=yyyy-mm-dd&type=STATEMENT");
    request.Method = "GET";
    request.Headers["Authorization"] = "Basic <TOKEN>";
    request.Accept = "application/json";

    var response = (HttpWebResponse)request.GetResponse();

    Console.WriteLine (response.StatusCode);
    var responseString = new StreamReader(response.GetResponseStream()).ReadToEnd();
    Console.WriteLine (responseString);
  }
}
// Version 10.15.2
const request = require('request');

request({
    method: 'get',
    url: 'https://api.tradier.com/v2/accounts/{account_id}/documents',
    qs: {
       'start': 'yyyy-mm-dd',
       'end': 'yyyy-mm-dd',
       'type': 'STATEMENT'
    },
    
    headers: {
      'Authorization': 'Basic <TOKEN>',
      'Accept': 'application/json'
    }
  }, (error, response, body) => {
      console.log(response.statusCode);
      console.log(body);
  });
# Version 3.6.1
import requests

response = requests.get('https://api.tradier.com/v2/accounts/{account_id}/documents',
    params={'start': 'yyyy-mm-dd', 'end': 'yyyy-mm-dd', 'type': 'STATEMENT'},
    headers={'Authorization': 'Basic <TOKEN>', 'Accept': 'application/json'}
)
json_response = response.json()
print(response.status_code)
print(json_response)
<?php
// Version 7.2.17-0ubuntu0.18.04.1
$ch = curl_init();

curl_setopt($ch, CURLOPT_URL, 'https://api.tradier.com/v2/accounts/{account_id}/documents?start=yyyy-mm-dd&end=yyyy-mm-dd&type=STATEMENT');
curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, 'GET');

$headers = array();
$headers[] = 'Authorization: Basic <TOKEN>';
$headers[] = 'Accept: application/json';

curl_setopt($ch, CURLOPT_HTTPHEADER, $headers);

$result = curl_exec($ch);
$http_code = curl_getinfo($ch, CURLINFO_HTTP_CODE);
if (curl_errno($ch)) {
    echo 'Error:' . curl_error($ch);
}
curl_close ($ch);
echo $http_code;
echo $result;

Response

Response Definition

// STATEMENT
[
  {
    "documentDate":"2016-12-30",
    "documentType":"STATEMENT",
    "documentDescription": "2016-12-30",
    "url": "http://tradier.com/statement.pdf"
  }
]

// TAX
[
  {
     "documentDate": "2017-02-06",
     "documentType": "TAX",
     "documentDescription": "1099",
     "url": "http://tradier.com/tax.pdf"
  }
]