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Guides API Reference

v1.0

API Reference

v1.0Guides API Reference

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API Count

getApiCountpost

Serverless APIs

getTradeHistorypost
getTradeStatusesForOfferingpost
getLinkedAccountspost

Accounts

accountsget
addAccountNotepost
calculateSuitabilityput
createAccountput
deleteAccountpost
deleteAccountDocumentpost
deleteSuitabilitypost
getAccountpost
getAccountDocumentpost
getAccountNotespost
getAllAccountspost
getSuitabilitypost
searchAccountpost
updateAccountput
updateAccountArchiveStatuspost
updateSuitabilityput

Accreditation Verification

getAiDocumentpost
getAiLetterpost
getAiRequestpost
requestAiVerificationpost
updateAiRequestpost
uploadVerificationDocumentpost

ACH Transfers

createExternalAccountpost
deleteExternalAccountpost
externalFundMovepost
getAchPendingIdpost
getExternalAccountpost
getExternalFundMovepost
getExternalFundMoveHistorypost
getExternalFundMoveInfopost
linkExternalAccountpost
requestForVoidACHpost
updateExternalAccountpost
updateLinkExternalAccountpost
validateABARoutingNumberpost

ATS:PPEX API

cancelOrder
createOrder
createSecurityMarketHours
deleteSecurityMarketHourspost
getClob
getIssuerApprovedSecurities
getMarketHolidays
getMarketHours
getMatchedTrade
getOrder
getOrderBook
getOrdersForADay
getSecurityInformation
getSecurityMarketHours
getSettlementStatus
notifySettlement
sendOrderAttestation
updateSecurityMarketHours
ppex/orders
ppex/orders/{id}
ppex/trades
ppex/trades/{id}

Credit Card Transactions

getLinkedCreditCardpost
deleteCreditCard
getCCFundMoveHistory
getCCFundMoveInfopost
linkCreditCard
ccFundMovement
ccFundMove
requestForVoidCCTransaction
updateCreditCard
updateLinkedCreditCardpost

Custodial Account

createCustodyAccountSupplementpost
createCustodyPartySupplementpost
CustodialAccountRequestdetailspost
createCustodyAccountRequestpost
createCustodyAgreementAttestationpost
createCustodyFundDisbursementpost
createCustodyFundMovepost
getCustodialDocumentspost
getCustodyFundDisbursementspost
getCustodyFundMovepost
getCustodyFundMovespost
getCustodyAccountRequestpost
getCustodyBalancespost
getCustodyCashTransactionspost
getFundCustodialAccountInfopost
requestCustodialAgreementpost
updateCustodyAccountRequest
updateCustodyFundMovepost
updateCustodyPartySupplementpost
custody/accountsget
custody/accounts/{id}
custody/accounts/{id}/transactionsget
custody/accounts/{id}/positionsget
custody/positionsget
custody/distributionspost
custody/distributionsget

Documents

addDocumentsforOffering
addSubscriptionsforOfferingpost
deleteDocumentsforOfferingpost
deleteSubscriptionsforOfferingpost
deleteTradeDocumentpost
fetchSubscriptionDocumentspost
getAllSignedDocumentpost
getDocumentsforOfferingpost
getSubscriptionsforOfferingpost
getTradeDocumentpost
getTradeSignedDocumentpost
getuploadPartyDocumentpost
requestUploadPartyDocumentpost
resendPartyAgreementpost
resendSubscriptionDocumentspost
sendNdapost
sendPartyAgreementpost
sendSubscriptionDocumentpost
sendSubscriptionDocumentClientpost
updateDocumentforOfferingpost
updateSubscriptionsforOfferingpost
updateTradeDocArchivestatuspost
uploadAccountDocumentpost
uploadEntityDocumentpost
uploadPartyDocumentpost
uploadTradeDocumentpost

Issuers

createIssuerput
createIssuerAccountput
deleteIssuerpost
deleteIssuerAccountpost
getAllIssuerspost
getIssuerpost
getIssuerAccountpost
searchIssuerpost
updateIssuerpost
updateIssuerAccountpost
issuersget

KYC:AML

deleteKycAmlpost
getKycAmlResponsepost
getKycAmlpost
requestKycAmlpost
performAmlpost
performKycAmlpost
performKycAmlBasicpost
updateKycAmlput
updateKycAmlStatus

Links

createLinkput
deleteLinkpost
getAllLinkspost
getLinkpost
linksget

Offerings

cancelOfferingpost
closeOfferingpost
createOfferingput
deleteOfferingpost
getAllOfferspost
getCustodianDetailsforOfferingpost
getOfferingpost
getOfferingDetailspost
getOfferingPurchaseHistorypost
getOfferingStatuspost
searchOfferingpost
updateOfferingpost
updateOfferingDocumentpost
offeringsget

Parties

createEntityput
createPartyput
deleteEntitypost
deleteEntityDocumentpost
deletePartypost
deletePartyDocumentpost
getAllPartiespost
getEntitypost
getEntityDocumentpost
getPartypost
getPartyDocumentpost
searchEntitypost
searchPartypost
updateEntitypost
updatePartypost
updatePartyEntityArchivestatuspost
partiesget
entitiesget

Trades

addTradeNotepost
cancelInvestmentpost
createTradepost
deleteTradepost
deleteTradeNotepost
editTradeput
editTradeUnitspost
fundReturnRequestpost
getAccountTradeHistorypost
getAllTradespost
getPaymentInfopost
getTradepost
getTradeNotepost
getTradeStatuspost
getTradesForOfferingpost
tradesget
updateTradeNotepost
updateTradeStatuspost
updateTradeTransactionTypepost

Documents Updated

Getting Started With Your API

Deprecated

addCustodyAccountSupplementpost
addCustodyPartySupplementpost
recordAttestationpost
requestCustodialAccount
updateCustodialAccountRequest

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updateCustodialAccountRequest

This method has been deprecated. Please see updateCustodyAccountRequest: https://transactapi.readme.io/reference/updatecustodyaccountrequest