Account Management
Query accounts, assets, and positions, and manage segment fund transfers and foreign-exchange orders. All methods are asynchronous TradeClient methods; the client normally fills an omitted account.
| Page | Description |
|---|---|
| Accounts and Positions | Accounts, positions, assets, aggregate assets, and tradable quantity |
| Funds and Transfers | Forex orders, fund transfers, fund details, and history |
API Reference
Accounts, Assets, and Positions
| API | Description |
|---|---|
| Get Managed Accounts | Get accounts managed by an institutional master account |
| Get Positions | Query current positions |
| Get Global Account Assets | Global account asset summary |
| Get Prime/Paper Account Assets | Detailed Prime/Paper account assets |
| Get Aggregate Assets | Aggregate asset summary |
| Get Historical Asset Analytics | Historical asset analytics |
| Estimate Tradable Quantity | Estimate maximum tradable quantity |
Funds and FX
| API | Description |
|---|---|
| Get Fund Details | Fund movement details |
| Get Funding History | Deposit and withdrawal history |
| Place Forex Order | Convert currencies |
| Get Transferable Funds | Amount transferable from each segment |
| Get Transfer History | Historical segment transfers |
| Transfer Segment Funds | Transfer funds between segments |
| Cancel Transfer | Cancel a pending transfer |
Updated about 1 month ago
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