Open and update various types of accounts.

ACH Profiles

Create, update, and verify account ACH profiles.


Manage deposit and withdrawal transactions on an account.


Fetch statements, tax documents and trade confirmations for customers.


Manage and test evented webhooks.

Virtual Accounts

Create and update paper trading accounts.

ACAT Transfers

Manage ACAT Transfers on an account.


Examples, response types, property details and explanations.


Once we’ve registered your business on our platform we’ll provide you with a client ID and a client secret. In the future, OAuth may be worthwhile, however all Advisor API calls are currently authenticated using HTTP Basic Authentication with these 2 values.

Client Id: kaGA65sIl79IdXxr3lnGs7J2C9CywQtJ
Client secret: ueeKzJOEh0fh6Dh8

The Authorization header is constructed as follows:

  1. Client Id and client secret are combined into a string “client id:client secret”.
  2. The resulting string literal is then encoded using Base64.
  3. The authorization method and a space, i.e. “Basic “ is then put before the encoded string.

For example, if the user agent uses ‘kaGA65sIl79IdXxr3lnGs7J2C9CywQtJ’ as the client Id and ‘ueeKzJOEh0fh6Dh8’ as the client secret then the header is formed as follows:

1. kaGA65sIl79IdXxr3lnGs7J2C9CywQtJ:ueeKzJOEh0fh6Dh8
2. a2FHQTY1c0lsNzlJZFh4cjNsbkdzN0oyQzlDeXdRdEo6dWVlS3pKT0VoMGZoNkRoOA==
3. Authorization: Basic a2FHQTY1c0lsNzlJZFh4cjNsbkdzN0oyQzlDeXdRdEo6dWVlS3pKT0VoMGZoNkRoOA==

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