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.

ACAT Transfer

Field Description Type
id ACAT Transfer Id Number
account Account the transfer belongs to. String
transferType Identifies the type of account transfer. One of: FULL_TRANSFER, PARTIAL_TRANSFER_RECEIVER, POSITION_TRANSFER_FUND_FIRM_TO_MUTUAL_FUND_COMPANY_ONLY, MUTUAL_FUND_CLEANUP, FAIL_REVERSAL, RESIDUAL_CREDIT, PARTIAL_TRANSFER_DELIVERER, RECLAIM. String
externalAccount Account from the contraparty for the transfer. String
externalAccountTitle Contraparty title for the account to transfer. String
externalAccountTaxId The primary social security number or Tax ID for the account. String
externalAccountType The type of account for the transfer. One of: SINGLE, JOINT, IRA, ROTH_IRA, CUSTODIAN_UGMA. String
participantNumber The participant number of the contraparty. String
status Status of the ACAT transfer. One of: SUBMITTED, PENDING, APPROVED, CANCELED, ERROR, REJECTED, COMPLETED. String
createdAt Time the ACAT transfer was created. Timestamp
updatedAt Time the ACAT transfer was last updated. Timestamp