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.

Reference

Examples, response types, property details and explanations.

Getting Started

Transactions APIs provide the functionality to move money into or out of a brokerage account. We aim to support more transactional types in the future including ACATs and wires.

We currently support the following transactions:

  • ACH Deposits (ACH DEPOSIT) Use an existing ACH profile to deposit money into an account.

  • ACH Withdrawals (ACH WITHDRAWAL) Use an existing ACH profile to withdraw money from an account.

Note that we require the IP address of the customer who requested the transaction. This is the address of the customer, not your application servers.

Transactions are permitted up to a maximum of $25,000.

One transaction is permitted per account per day

We do not allow multiple transactions to be submitted within a 24 hour period.
IRA accounts are not permitted to use this API.