This page will help you get started with TransactAPI.


TransactAPI is a RESTful API that enables broker-dealers, funding platforms, and issuers to conduct online private securities offerings. Our standards-based API toolkit can be quickly and easily integrated with proprietary platforms, saving development time and money. Issuers, intermediaries, and advisors can benefit from TAPI’s straight-through processing of private placement transactions, which enables higher transaction volumes, expands access to investors, and reduces processing times.

What is an API?

API stands for Application Programming Interface. Our API can be used to access or store specific data within our API database. Clients can use the data to store on their own systems and access the exact information that is needed to complement their business objectives. TransactAPI is also integrated with third-party APIs that allow our clients to be able to perform KYC/AML checks, initiate ACH transfers, and send documents for electronic signature.

The Sandbox and Production Environments

TransactAPI has two environments:

The sandbox environment is used for all API testing. Each environment has its own set of Client IDs and Developer API keys that will allow you to use the environment.