Overview

Endpoints Authentication Requests Responses

Applications

Open and update various types of accounts.

Getting Started Onboarding Requirements Application Types Foreign Applications GetGet an Application PostSend an Application PutUpdate a Promotion

Images

GetGet Images GetGet an Image PutUpload an Image DelDelete an Image

ACH Profiles

Create, update, and verify account ACH profiles.

Getting Started GetGet ACH Profiles GetGet an ACH Profile PostCreate an ACH Profile PutVerify an ACH Profile PutCancel an ACH Profile

Transactions

Manage deposit and withdrawal transactions on an account.

Getting Started GetGet Transactions GetGet a Transaction PostCreate a Deposit PostCreate IRA Contribution PostCreate a Withdrawal PutCancel a Transaction

Documents

Fetch statements, tax documents and trade confirmations for customers.

Getting Started GetGet Documents PostDeliver Documents

Webhooks

Manage and test evented webhooks.

GetGet Webhooks GetGet a Webhook PostCreate a Webhook DelDelete a Webhook PostTest Application Hook PostTest ACH Profile Hook PostTest Transaction Hook Application Payloads ACH Profile Payloads Transaction Payloads Securing Webhooks

Virtual Accounts

Create and update paper trading accounts.

PostCreate Virtual Account PutFunds Virtual Account DelDelete Virtual Account

ACAT Transfers

Manage ACAT Transfers on an account.

Getting Started GetGet ACAT Transfers GetGet an ACAT Transfer PostCreate an ACAT Transfer GetGet Participants

Reference

Examples, response types, property details and explanations.

Responses

Application ACH Profile Document Transaction Virtual Account ACAT Transfer ACAT Participant

Examples

Individual Cash Foreign Individual Cash Individual Cash (Options) Individual Margin Joint Cash Foreign Joint Cash Traditional IRA Rollover IRA Roth IRA Custodial Cash

Responses

Pretty simple: all successful responses are JSON.

Errors

In trying to keep errors simple and easy to understand, most errors are handled using HTTP status codes. In the event where there is an expected error, you will get back a JSON error payload where we’ll tell you which fields you forgot to send or other details around the API request.