DRdrivewealth
Trade Allocations

Create Trade Allocation

Create a Trade Allocation.

post/managed/allocations

Request

  • Base URL
    https://bo-api.drivewealth.io/back-office
  • URL
    https://bo-api.drivewealth.io/back-office/managed/allocations
  • Auth
    HTTP bearer

Request body

userIDstring required

sensitive The unique identifier of the registered investment advisors account.

clientListIDstring

An advisor created identifier for a specific allocation.

notestring

A note for the type of allocation happening.

Example request

{
  "userID": "123e4567-e89b-12d3-a456-000000000167",
  "clientListID": "SUMS_CUSTOM_ALLOCATION_TEST",
  "note": "Allocating via api allocation test",
  "orders": [
    {
      "orderID": "JL.123e4567-e89b-12d3-a456-00000000000d",
      "allocations": [
        {
          "accountID": "123e4567-e89b-12d3-a456-000000000004.1234567890125",
          "accountNo": "VVVV000073",
          "qty": "27",
          "useClientFunds": true,
          "comment": "Suds boapi test to 1st"
        }
      ]
    }
  ]
}

Response

Creating a Trade Allocation was Successful.

idstring

The unique allocation identifier associated to a specific allocation.

Example response

{
  "id": "JL.allocation.SomeRIACompany.123e4567-e89b-12d3-a456-000000000009"
}

Changes

No recorded changes to this operation across all 1 revision of this API.