Change Log

2024-11-06

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Added sections describing webhooks for statements and tax notices, as well as a section on how to iterate through batch files

2024-10-30

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Added tax details to GET /v1/settlements and /GET /v1/settlements/{settlementId} endpoints

Added tax properties to trade objects, quotes, and execution

2024-10-21

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Added sections for statements and tax notices webhooks, with instructions on how to use to download the files

2024-10-21

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Added a sample fee settlement detail to the GET /v1/settlements and /GET /v1/settlements/{settlementId} endpoints

2024-10-18

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Added a sample webhook message to alert when a settlement is ready

2024-10-17

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Added GET /v1/accounts endpoint for fetching paginated list of accounts, their balances, credit limits, and optional recent credit history

Added GET /v1/accounts/{accountId}/credit-limit/history to get a single account’s full credit limit history

Added GET /v1/files/{filePath} for getting a file at the specified pseudo filePath

All

Updated the domain in the examples to be a real domain

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