accounts

List account documents

Retrieve all account documents.

get/accounts/{account_id}/documents

Path parameters

account_idstring required

Query parameters

document_typeSophicDomainBrokerEnumsDocumentType[] nullable

Response

accountstring required

ID of the account the document belongs to.

content_typestring required

MIME type of the document content.

created_atstring date-time required

The timestamp (in ISO-8601 format) of when the resource was created.

document_type'welcome_letter' | 'order_confirmation' | 'fee_statement' | 'account_statement' required

filestring required

ID of the file containing the document.

idstring required

Unique resource identifier.

is_downloadableboolean required

Whether the document is available for download.

modified_atstring date-time required

The timestamp (in ISO-8601 format) of when the resource was last modified.

period_endstring date nullable required

End date of the period covered by the document.

period_startstring date nullable required

Start date of the period covered by the document.

referencestring nullable required

ID of the object this document evidences; the order an order confirmation confirms. Null for documents covering a period.

titlestring required

Document title.

Example response

[
  {
    "period_end": "2026-03-31",
    "period_start": "2026-01-01",
    "reference": "ord_2eF9kQ7pXn"
  }
]

Changes

Changed in 3 of the 12 revisions of this API.219

Aug 7, 20262b28ad452881113See the full diff
- ▲
  removed the enum value trade_confirmation from the property anyOf[subschema #1]/items/ of the query request parameter document_type
  request-parameter-property-enum-value-removed
- ●
  added the new order_confirmation enum value to the // response property for the response status
  response-property-enum-value-added
- ○
  added the enum value order_confirmation to the property anyOf[subschema #1]/items/ of the query request parameter document_type
  request-parameter-property-enum-value-added
- ○
  removed the trade_confirmation enum value from the // response property for the response status
  response-property-enum-value-removed
- ○
  added the required property / to the response with the status
  response-required-property-added
Jul 17, 20268e8a8242f1f215See the full diff
- ▲
  the / response's property type changed from string to no type for status
  response-property-type-changed
- ○
  added to the / response property allOf list for the response status
  response-property-all-of-added
- ○
  removed the account_statement enum value from the / response property for the response status
  response-property-enum-value-removed
- ○
  removed the fee_statement enum value from the / response property for the response status
  response-property-enum-value-removed
- ○
  removed the trade_confirmation enum value from the / response property for the response status
  response-property-enum-value-removed
- ○
  removed the welcome_letter enum value from the / response property for the response status
  response-property-enum-value-removed
Jul 13, 202603da9bc8e86b1See the full diff
- ○
  api tag accounts added
  api-tag-added
This revision also has 53 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

Full history