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.

Application Payloads

Example application webhook payloads for the Tradier Brokerage API.

Application Submitted

{
    "applicationId": 677,
    "clearingAccount": null,
    "email": "test@example.com",
    "type": "APPLICATION",
    "action": "SUBMITTED",
    "branchId": 1
}

Application Approved

{
    "applicationId": 677,
    "clearingAccount": "6YA00000",
    "email": "test@example.com",
    "type": "APPLICATION",
    "action": "APPROVED",
    "branchId": 1
}

Application Rejected

{
    "applicationId": 677,
    "clearingAccount": null,
    "email": "test@example.com",
    "type": "APPLICATION",
    "action": "REJECTED",
    "branchId": 1
}

Application Pending

{
    "applicationId": 677,
    "clearingAccount": "6YA00000",
    "email": "test@example.com",
    "type": "APPLICATION",
    "action": "PENDING",
    "branchId": 1
}

Application Verified

{
    "applicationId": 677,
    "clearingAccount": "6YA00000",
    "email": "test@example.com",
    "type": "APPLICATION",
    "action": "VERIFIED",
    "branchId": 1
}

Application Completed

{
    "applicationId": 677,
    "clearingAccount": "6YA00000",
    "email": "test@example.com",
    "type": "APPLICATION",
    "action": "COMPLETED",
    "branchId": 1
}

Application Canceled

{
    "applicationId": 677,
    "clearingAccount": "6YA00000",
    "email": "test@example.com",
    "type": "APPLICATION",
    "action": "CANCELED",
    "branchId": 1
}

Application Authorized

{  
    "applicationId":123,
    "clearingAccount":"6YA0000",
    "type":"APPLICATION",
    "action":"AUTHORIZED",
    "branchId":1,
    "email":"test@example.com",
    "accessToken":"8ZEY1RFSKJHDS29384tT4PAW4tsNfze"
}

Application Verification

{  
   "applicationId":123,
   "type":"APPLICATION",
   "action":"VERIFICATION",
   "branchId":1,
   "email":"test@example.com",
   "verifications":[  
      {  
         "applicantId":1,
         "name":"George Washington",
         "address":false,
         "dob":false,
         "snn":false
      }
   ]
}