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.

Transaction

Field Description Type
id Transaction Id Number
account Account the transaction belongs to. String
action Action type of the transaction. One of: deposit, withdrawal String
type Transaction type. One of: check, ach. String
achProfile ACH profile associated with the transaction Number
amount Amount of the transaction. Number
status Status of the transaction. One of: SUBMITTED, PENDING, APPROVED, REJECTED, CANCELED, COMPLETED, ERROR. String
apexStatus Status of transaction with Apex. One of: PENDING, APPROVED, FUNDS_POSTED, COMPLETE String
createdAt Time the transaction was created. Timestamp
updatedAt Time the transaction was last updated. Timestamp