Connections

List accounts

Changed on

Returns all accounts that belong to the specified connection 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.

On Pay as you Go / Real-time, this endpoint refreshes each account's opening date and total net value (net_value) live from the institution on each call, along with funding date for investment accounts.

On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the manual refresh endpoint.

Check your API key on the Customer Dashboard billing page to see whether your plan includes real-time data.

get/connections/{connectionId}/accounts

Request

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

Path parameters

connectionIdstring uuid required

Unique identifier for the connection (brokerage_authorization_id). This is the UUID used to reference the connection in SnapTrade.

Example:87b24961-b51e-4db8-9226-f198f6518a89

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

  • 60be624d75b7Revision 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

  • efd73af6c911Revision changes
    • 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

    • 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