trades

Fetch a list of trade resources associated with this client. Trades are ordered by created date with the most recently created trade at index zero.

Permissions

This method requires the scopetrade.read.pii_highto be granted to the calling API key.

This scope can be assigned by system admins through the API or Transact Portal. A PII high scope is required because responses contain sensitive information like names, addresses, tax identification numbers, and information about investor eligibility.

Filtering

For more information on filtering see

Working with List Endpoints

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