Account Information

List all user accounts

Changed on

Returns all accounts across all connections known to SnapTrade for the authenticated user.

The results list can contain multiple account types in the same response, including investment, deposit, line of credit, and annuity accounts. Use the kind discriminator to determine the schema for each account.

This endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day, which makes this endpoint fast and well-suited to listing accounts across all of a user's connections in a single call. Exact refresh timing may vary by institution. To get real-time data on Pay as you Go / Real-time, use the list accounts for a connection endpoint. Customers on Pay as you Go / Daily can force a refresh with the manual refresh endpoint.

get/accounts/all

Request

  • Base URL
    https://api.snaptrade.com
  • URL
    https://api.snaptrade.com/accounts/all
  • Auth
    API key in header Signature and API key in query parameter clientId and API key in query parameter timestamp

Query parameters

userIdstring required

SnapTrade User ID. This is chosen by the API partner and can be any string that is a) unique to the user, and b) immutable for the user. It is recommended to NOT use email addresses for this property because they are usually not immutable.

Example:snaptrade-user-123
userSecretstring required

SnapTrade User Secret. This is a randomly generated string and should be stored securely. If compromised, please rotate it via the rotate user secret endpoint.

Example:adf2aa34-8219-40f7-a6b3-60156985cc61

Response

OK

Example response

{
  "results": [
    {
      "kind": "investment",
      "id": "917c8734-8470-4a3e-a18f-57c3f2ee6631",
      "connection_id": "87b24961-b51e-4db8-9226-f198f6518a89",
      "display_name": "Robinhood Individual",
      "masked_account_number": "****8443",
      "institution_account_id": "54953432",
      "institution_id": "b6e1a9f0-6e2a-4c37-9b0a-6f1e2d3c4b5a",
      "opening_date": "2024-07-20T09:30:00.000000Z",
      "funding_date": "2024-07-25T12:00:00.000000Z",
      "sync_status": {
        "transactions": {
          "initial_sync_completed": true,
          "last_successful_sync": "2022-01-24",
          "first_transaction_date": "2022-01-24"
        },
        "orders": "2024-06-28 18:42:46.561408+00:00",
        "positions": "2024-06-28 18:42:46.561408+00:00",
        "balances": "2024-06-28 18:42:46.561408+00:00"
      },
      "raw_type": "Margin",
      "cash_or_margin": "margin",
      "net_value": {
        "amount": 84213.55,
        "currency": "USD"
      }
    }
  ]
}

Changes

    • breaking

      added to the / response property oneOf list for the response status

    • info

      added annuity discriminator mapping keys to the / response property for the response status

    • breaking

      the response's property type changed from string to no type for status

    • breaking

      the response's property type changed from string to no type for status