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Reference Data

Get Client Info

Returns configurations for your SnapTrade Client ID, including allowed brokerages and data access.

get/snapTrade/partners

Response

OK

slugstring

A short, unique identifier for your company or product.

namestring

Your company or product name.

logo_urlstring

URL to your company or product logo.

can_access_tradesboolean

Whether trading is enabled for your SnapTrade Client ID.

can_access_holdingsboolean

Whether holdings data is enabled for your SnapTrade Client ID.

can_access_account_historyboolean

Whether account historical transactions is enabled for your SnapTrade Client ID.

can_access_reference_databoolean

Whether reference data is enabled for your SnapTrade Client ID.

can_access_portfolio_managementboolean

Whether portfolio management is enabled for your SnapTrade Client ID.

can_access_ordersboolean

Whether recent order history is enabled for your SnapTrade Client ID.

redirect_uristring

URI to redirect user back to after user is done adding brokerage connections.

pin_requiredboolean

Shows if pin is required by users to access connection page. This field has been deprecated.

Example response

{
  "slug": "WEALTHLY",
  "name": "Wealthly",
  "logo_url": "https://example.com/logo.png",
  "allowed_brokerages": [
    {
      "id": "ebf91a5b-0920-4266-9e36-f6cfe8c40946",
      "slug": "ROBINHOOD",
      "name": "Robinhood",
      "display_name": "Robinhood",
      "description": "Robinhood is an American multinational financial services corporation based in Menlo Park, California.",
      "aws_s3_logo_url": "https://passiv-brokerage-logos.s3.ca-central-1.amazonaws.com/robinhood-logo.png",
      "aws_s3_square_logo_url": "https://passiv-brokerage-logos.s3.ca-central-1.amazonaws.com/robinhood-logo-square.png",
      "url": "https://robinhood.com",
      "enabled": true,
      "maintenance_mode": true,
      "is_degraded": true,
      "allows_trading": true,
      "allows_fractional_units": true,
      "has_reporting": true,
      "is_real_time_connection": true,
      "brokerage_type": {
        "id": "2bcd7cc3-e922-4976-bce1-9858296801c3",
        "name": "Traditional Brokerage"
      },
      "exchanges": [
        "2bcd7cc3-e922-4976-bce1-9858296801c3",
        "4bcd8cc3-c122-4974-dc21-1858296801f4"
      ]
    }
  ],
  "can_access_trades": true,
  "can_access_holdings": true,
  "can_access_account_history": true,
  "can_access_reference_data": true,
  "can_access_portfolio_management": true,
  "can_access_orders": true,
  "redirect_uri": "https://example.com/oauth/snaptrade"
}

Changes