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.

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.