/

Docs
History
Schema
Generate

Filter operations

api_keys6

compliance47

home4

identity80

logs1

marketing2

members6

misc3

money131

get/identity/members/{individual_id}/approval_dependenciesList what depends on a member's approval
get/money/accounts/bank_accountsList fiat bank accounts (business)
post/money/accounts/bank_accounts/mxCreate MX bank account (business)
post/money/accounts/bank_accounts/usCreate US bank account (business)
delete/money/accounts/bank_accounts/{id}Remove fiat bank account (business)
get/money/accounts/wallet_registrationsList wallet registration instructions
get/money/accounts/wallet_registrations/{id}Get wallet registration instruction
post/money/accounts/wallet_registrations/{id}/approveDecide wallet registration
post/money/accounts/wallet_registrations/{id}/cancelCancel wallet registration
post/money/accounts/wallet_registrations/{id}/denyDecide wallet registration
get/money/accounts/whitelistList saved on-chain destinations
post/money/accounts/whitelistCreate onchain whitelisted address (business)
get/money/accounts/whitelist/balancesList external wallet balances (business)
post/money/accounts/whitelist/{id}/renameRename a connected wallet (business)
get/money/ach/agreementGet the ACH authorization agreement for a (bank account, amount) tuple
post/money/ach/offrampCreate an ACH offramp
post/money/ach/onrampCreate an ACH onramp
get/money/approval_rulesRead business approval rules
put/money/approval_rulesSave business approval rules
post/money/approval_rulesSave business approval rules
get/money/approval_rules/historyList business approval-rule revisions
get/money/balances/by_symbol/{symbol}Get current native balance for a symbol
get/money/balances/chartGet USD-equivalent balance chart
get/money/balances/holdingsGet holdings by chain and custody source
get/money/balances/totalGet total USD balance across all assets
get/money/btc/performanceGet BTC performance metrics
get/money/cash_accountGet the session group's cash account
get/money/cash_position_summary/subscriptionGet my cash position summary subscription
post/money/cash_position_summary/subscriptionSet my cash position summary subscription
post/money/cash_subscriptionsOpen a WisdomTree cash subscription
get/money/cash_subscriptions/{id}Get one of the caller group's cash subscriptions
post/money/cash_subscriptions/{id}/orderPlace a cash subscription's WisdomTree order
post/money/contracts/signSign a custody contract on behalf of the session's group
get/money/contracts/unsignedList unsigned custody contracts for the session's group
get/money/contracts/{contract_type}Download a custody contract by type
get/money/digital_fundsList Capital Products digital funds
get/money/digital_funds/{ticker}/contentGet a Capital Products fund's page copy
get/money/digital_funds/{ticker}/data/accrued_incomeGet a Capital Products fund's accrued-income section
get/money/digital_funds/{ticker}/data/characteristicsGet a Capital Products fund's characteristics section
get/money/digital_funds/{ticker}/data/distributionsGet a Capital Products fund's distributions section
get/money/digital_funds/{ticker}/data/holdingsGet a Capital Products fund's holdings section
get/money/digital_funds/{ticker}/data/liquidityGet a Capital Products fund's liquidity section
get/money/digital_funds/{ticker}/data/month_end_returnsGet a Capital Products fund's month-end returns section
get/money/digital_funds/{ticker}/data/navGet a Capital Products fund's NAV section
get/money/digital_funds/{ticker}/data/profileGet a Capital Products fund's profile section
get/money/digital_funds/{ticker}/data/quarter_end_returnsGet a Capital Products fund's quarter-end returns section
get/money/digital_funds/{ticker}/data/token_addressesGet a Capital Products fund's on-chain token addresses
get/money/digital_funds/{ticker}/detailsGet a Capital Products fund's details
get/money/disabled_typesList disabled money-movement types for the caller's group
get/money/integrations/quickbooksCheck QuickBooks enablement
get/money/integrations/quickbooks/accountsList QuickBooks chart of accounts
post/money/integrations/quickbooks/accountsCreate a QuickBooks account
get/money/integrations/quickbooks/cash_floatGet the QuickBooks treasury cash float (recommend-only)
get/money/integrations/quickbooks/cash_positionGet the QuickBooks cash position
post/money/integrations/quickbooks/cash_position/refreshRefresh the QuickBooks cash position
get/money/integrations/quickbooks/connectionGet the QuickBooks connection status
post/money/integrations/quickbooks/disconnectDisconnect QuickBooks
get/money/integrations/quickbooks/mappingGet the QuickBooks account mapping
post/money/integrations/quickbooks/mappingSave a batch of QuickBooks account mappings
post/money/integrations/quickbooks/sync_runsTrigger a QuickBooks sync run (sync now)
get/money/maintenanceHandler Get Maintenance
get/money/movements/limits/depositGet current deposit limits
get/money/movements/limits/withdrawal_railsGet per-rail withdrawal limits
get/money/movements/type_statusesList movement type statuses for the caller's group
get/money/onchain/deposit_addressesList onchain deposit addresses for the caller's group
get/money/onchain/deposit_addresses/registered_sendersList the wallets the business can deposit from, with whether a deposit from each is released
get/money/onchain/deposit_addresses/source_wallet_gateReport whether a source-wallet declaration is required before the deposit address is revealed
post/money/onchain/source_wallet_screensDeclare and screen a source wallet before revealing the deposit address
post/money/onchain/withdrawalsCreate an on-chain withdrawal
post/money/payinsCreate SPEI pay-in
get/money/payins/availabilityGet SPEI pay-in availability
get/money/payins/estimateEstimate SPEI pay-in
get/money/payins/{id}Get SPEI pay-in
get/money/payout_methodsList payout methods
post/money/payout_quotesCreate payout quote
post/money/payoutsCreate bank payout
get/money/payouts/estimateEstimate payout
get/money/payouts/exchange_rateGet payout exchange rate
get/money/payouts/limitGet current payout limit
get/money/payouts/rate_chartGet payout rate chart
get/money/payouts/{id}Get bank payout detail
post/money/payouts/{id}/cancelCancel bank payout
get/money/policiesRead current money controls
get/money/spot_priceGet the latest spot price for SYMBOL/USD
get/money/statementsList the caller group's balance statements
post/money/statementsGenerate (get-or-create) the caller group's statement for a closed month
get/money/statements/previewPreview the caller group's current month-to-date statement
get/money/statements/{id}Get one of the caller group's statements
get/money/swap_estimateEstimate a swap
post/money/swap_quotesQuote a swap
get/money/swap_routesList swap routes
get/money/swap_submissionsRetrieve a swap submission
post/money/swapsExecute a swap
get/money/test_approval_rulesRead business approval rules (Sandbox)
post/money/test_approval_rulesSave business approval rules (Sandbox)
get/money/test_approval_rules/historyList business approval-rule revisions (Sandbox)
get/money/test_transfer_approvalsList transfer approval requests (Sandbox)
post/money/test_transfer_approvals/{id}/approveApprove a pending transfer request (Sandbox)
post/money/test_transfer_approvals/{id}/cancelCancel your own pending transfer request (Sandbox)
post/money/test_transfer_approvals/{id}/denyDeny a pending transfer request (Sandbox)
post/money/test_transfer_approvals/{id}/quotesCreate a checker quote for a fund approval (Sandbox)
get/money/test_withdrawal_release_controls/{rail}Retrieve withdrawal release settings (Sandbox)
post/money/test_withdrawal_release_controls/{rail}Update withdrawal release settings (Sandbox)
get/money/trade_submissionsRetrieve a trade submission
get/money/trades/btc/fee_previewPreview BTC trade fee
post/money/trades/buySubmit a buy trade
get/money/trades/pathwaysRetrieve trading pathways
get/money/trades/quoteQuote a member trade
post/money/trades/sellSubmit a sell trade
get/money/transactionsList the caller group's transaction stream
get/money/transactions/{id}Get one of the caller group's transactions by id
get/money/transfer_approvalsList transfer approval requests
post/money/transfer_approvals/{id}/approveApprove a pending transfer request
post/money/transfer_approvals/{id}/cancelCancel your own pending transfer request
post/money/transfer_approvals/{id}/denyDeny a pending transfer request
post/money/transfer_approvals/{id}/quotesCreate a checker quote for a fund approval
get/money/treasury/historical_market_dataGet WTGXX historical market data
get/money/treasury/interest_summaryGet WisdomTree fund interest summary
get/money/treasury/spot_priceGet treasury fund spot price
get/money/treasury/stacked_chartGet WTGXX stacked principal/interest chart
get/money/treasury/termsGet WisdomTree terms acceptance state for group
post/money/treasury/termsAccept WisdomTree terms on behalf of the caller's group
get/money/treasury/yieldGet treasury fund yield
get/money/ustb/access_requestGet your open USTB request
post/money/ustb/access_requestsRequest USTB
get/money/wire/instructionsGet the session group's wire-in instructions
post/money/wire/offrampCreate a wire offramp
get/money/withdrawal_release_controls/{rail}Retrieve withdrawal release settings
post/money/withdrawal_release_controls/{rail}Update withdrawal release settings
get/money/ylds/access_requestGet your open YLDS request
post/money/ylds/access_requestsRequest YLDS

notifications14

onboarding2

signup5

post/identity/sessions/current/heartbeatHandler Auth Heartbeat
get/money/automationsHandler List Automations
post/money/automationsHandler Create Automation
get/money/automations/runsHandler List Automation Runs
get/money/automations/{id}Handler Get Automation
post/money/automations/{id}Handler Update Automation
delete/money/automations/{id}Handler Delete Automation
post/money/automations/{id}/disableHandler Disable Automation
post/money/automations/{id}/enableHandler Enable Automation
get/money/balances/seriesHandler Get Balance Series
get/money/market_data/price_seriesHandler Get Symbol Price History
post/money/ramp_fee_quotesCreate bank ramp fee quote
get/money/ramp_fee_schedules/onrampGet the business onramp fee schedule

money

Changes to Set my cash position summary subscription

post/money/cash_position_summary/subscription

Nov 3, 2026d2b235883e5f Revision changes
- info
  endpoint added