Account Information

Account information related to account Id /portfolio/accounts or /portfolio/subaccounts must be called prior to this endpoint.

get/portfolio/{accountId}/meta

Path parameters

accountIdstring required

account id

Response

An object

idstring

The account identification value

accountIdstring

The account number

accountVanstring

The accountAlias

accountTitlestring

Title of the account

displayName'accountTitle' | 'accountVan' | 'accountId'

Whichever value is not null in this priority

accountAliasstring

User customizable account alias. Refer to Configure Account Alias for details.

accountStatusnumber

When the account was opened in unix time.

currency'AUD' | 'GBP' | 'CAD' | 'CNH' | 'CZK' | 'DKK' | 'EUR' | 'HKD' | 'HUF' | 'INR' | 'ILS' | 'JPY' | 'MXN' | 'NOK' | 'NZD' | 'PLN' | 'RUB' | 'SGD' | 'SEK' | 'CHF' | 'USD'

Base currency of the account.

type'INDIVIDUAL' | 'JOINT' | 'ORG' | 'TRUST' | 'DEMO'

Account Type

tradingTypestring

UNI - Deprecated property

faclientboolean

If an account is a sub-account to a Financial Advisor.

clearingStatus'O' | 'P' | 'N' | 'A' | 'R' | 'C'

Status of the Account

O = Open
P or N = Pending
A = Abandoned
R = Rejected
C = Closed

covestorboolean

Is a Covestor Account

descstring

Formatted "accountId - accountAlias"

Example response

[
  {
    "accountId": "U12345678 for Individual Live Accounts, DU12345678 for Individual Paper Accounts"
  }
]

Changes

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