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api_keys
6
compliance
47
home
4
identity
66
logs
1
marketing
2
members
6
misc
3
money
129
get
/identity/members/{individual_id}/approval_dependencies
List what depends on a member's approval
get
/money/accounts/bank_accounts
List fiat bank accounts (business)
post
/money/accounts/bank_accounts/mx
Create MX bank account (business)
post
/money/accounts/bank_accounts/us
Create US bank account (business)
delete
/money/accounts/bank_accounts/{id}
Remove fiat bank account (business)
get
/money/accounts/wallet_registrations
List wallet registration instructions
get
/money/accounts/wallet_registrations/{id}
Get wallet registration instruction
post
/money/accounts/wallet_registrations/{id}/approve
Decide wallet registration
post
/money/accounts/wallet_registrations/{id}/cancel
Cancel wallet registration
post
/money/accounts/wallet_registrations/{id}/deny
Decide wallet registration
get
/money/accounts/whitelist
List saved on-chain destinations
post
/money/accounts/whitelist
Create onchain whitelisted address (business)
get
/money/accounts/whitelist/balances
List external wallet balances (business)
post
/money/accounts/whitelist/{id}/rename
Rename a connected wallet (business)
get
/money/ach/agreement
Get the ACH authorization agreement for a (bank account, amount) tuple
post
/money/ach/offramp
Create an ACH offramp
post
/money/ach/onramp
Create an ACH onramp
get
/money/approval_rules
Read business approval rules
put
/money/approval_rules
Save business approval rules
post
/money/approval_rules
Save business approval rules
get
/money/approval_rules/history
List business approval-rule revisions
get
/money/balances/by_symbol/{symbol}
Get current native balance for a symbol
get
/money/balances/chart
Get USD-equivalent balance chart
get
/money/balances/holdings
Get holdings by chain and custody source
get
/money/balances/total
Get total USD balance across all assets
get
/money/btc/performance
Get BTC performance metrics
get
/money/cash_account
Get the session group's cash account
post
/money/cash_subscriptions
Open a WisdomTree cash subscription
get
/money/cash_subscriptions/{id}
Get one of the caller group's cash subscriptions
post
/money/cash_subscriptions/{id}/order
Place a cash subscription's WisdomTree order
post
/money/contracts/sign
Sign a custody contract on behalf of the session's group
get
/money/contracts/unsigned
List unsigned custody contracts for the session's group
get
/money/contracts/{contract_type}
Download a custody contract by type
get
/money/digital_funds
List Capital Products digital funds
get
/money/digital_funds/{ticker}/content
Get a Capital Products fund's page copy
get
/money/digital_funds/{ticker}/data/accrued_income
Get a Capital Products fund's accrued-income section
get
/money/digital_funds/{ticker}/data/characteristics
Get a Capital Products fund's characteristics section
get
/money/digital_funds/{ticker}/data/distributions
Get a Capital Products fund's distributions section
get
/money/digital_funds/{ticker}/data/holdings
Get a Capital Products fund's holdings section
get
/money/digital_funds/{ticker}/data/liquidity
Get a Capital Products fund's liquidity section
get
/money/digital_funds/{ticker}/data/month_end_returns
Get a Capital Products fund's month-end returns section
get
/money/digital_funds/{ticker}/data/nav
Get a Capital Products fund's NAV section
get
/money/digital_funds/{ticker}/data/profile
Get a Capital Products fund's profile section
get
/money/digital_funds/{ticker}/data/quarter_end_returns
Get a Capital Products fund's quarter-end returns section
get
/money/digital_funds/{ticker}/data/token_addresses
Get a Capital Products fund's on-chain token addresses
get
/money/digital_funds/{ticker}/details
Get a Capital Products fund's details
get
/money/disabled_types
List disabled money-movement types for the caller's group
get
/money/integrations/quickbooks
Check QuickBooks enablement
get
/money/integrations/quickbooks/accounts
List QuickBooks chart of accounts
post
/money/integrations/quickbooks/accounts
Create a QuickBooks account
get
/money/integrations/quickbooks/cash_float
Get the QuickBooks treasury cash float (recommend-only)
get
/money/integrations/quickbooks/cash_position
Get the QuickBooks cash position
post
/money/integrations/quickbooks/cash_position/refresh
Refresh the QuickBooks cash position
get
/money/integrations/quickbooks/connection
Get the QuickBooks connection status
post
/money/integrations/quickbooks/disconnect
Disconnect QuickBooks
get
/money/integrations/quickbooks/mapping
Get the QuickBooks account mapping
post
/money/integrations/quickbooks/mapping
Save a batch of QuickBooks account mappings
post
/money/integrations/quickbooks/sync_runs
Trigger a QuickBooks sync run (sync now)
get
/money/maintenance
Handler Get Maintenance
get
/money/movements/limits/deposit
Get current deposit limits
get
/money/movements/limits/withdrawal_rails
Get per-rail withdrawal limits
get
/money/movements/type_statuses
List movement type statuses for the caller's group
get
/money/onchain/deposit_addresses
List onchain deposit addresses for the caller's group
get
/money/onchain/deposit_addresses/registered_senders
List the wallets the business can deposit from, with whether a deposit from each is released
get
/money/onchain/deposit_addresses/source_wallet_gate
Report whether a source-wallet declaration is required before the deposit address is revealed
post
/money/onchain/source_wallet_screens
Declare and screen a source wallet before revealing the deposit address
post
/money/onchain/withdrawals
Create an on-chain withdrawal
post
/money/payins
Create SPEI pay-in
get
/money/payins/availability
Get SPEI pay-in availability
get
/money/payins/estimate
Estimate SPEI pay-in
get
/money/payins/{id}
Get SPEI pay-in
get
/money/payout_methods
List payout methods
post
/money/payout_quotes
Create payout quote
post
/money/payouts
Create bank payout
get
/money/payouts/estimate
Estimate payout
get
/money/payouts/exchange_rate
Get payout exchange rate
get
/money/payouts/limit
Get current payout limit
get
/money/payouts/rate_chart
Get payout rate chart
get
/money/payouts/{id}
Get bank payout detail
post
/money/payouts/{id}/cancel
Cancel bank payout
get
/money/policies
Read current money controls
get
/money/spot_price
Get the latest spot price for SYMBOL/USD
get
/money/statements
List the caller group's balance statements
post
/money/statements
Generate (get-or-create) the caller group's statement for a closed month
get
/money/statements/preview
Preview the caller group's current month-to-date statement
get
/money/statements/{id}
Get one of the caller group's statements
get
/money/swap_estimate
Estimate a swap
post
/money/swap_quotes
Quote a swap
get
/money/swap_routes
List swap routes
get
/money/swap_submissions
Retrieve a swap submission
post
/money/swaps
Execute a swap
get
/money/test_approval_rules
Read business approval rules (Sandbox)
post
/money/test_approval_rules
Save business approval rules (Sandbox)
get
/money/test_approval_rules/history
List business approval-rule revisions (Sandbox)
get
/money/test_transfer_approvals
List transfer approval requests (Sandbox)
post
/money/test_transfer_approvals/{id}/approve
Approve a pending transfer request (Sandbox)
post
/money/test_transfer_approvals/{id}/cancel
Cancel your own pending transfer request (Sandbox)
post
/money/test_transfer_approvals/{id}/deny
Deny a pending transfer request (Sandbox)
post
/money/test_transfer_approvals/{id}/quotes
Create 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_submissions
Retrieve a trade submission
get
/money/trades/btc/fee_preview
Preview BTC trade fee
post
/money/trades/buy
Submit a buy trade
get
/money/trades/pathways
Retrieve trading pathways
get
/money/trades/quote
Quote a member trade
post
/money/trades/sell
Submit a sell trade
get
/money/transactions
List the caller group's transaction stream
get
/money/transactions/{id}
Get one of the caller group's transactions by id
get
/money/transfer_approvals
List transfer approval requests
post
/money/transfer_approvals/{id}/approve
Approve a pending transfer request
post
/money/transfer_approvals/{id}/cancel
Cancel your own pending transfer request
post
/money/transfer_approvals/{id}/deny
Deny a pending transfer request
post
/money/transfer_approvals/{id}/quotes
Create a checker quote for a fund approval
get
/money/treasury/historical_market_data
Get WTGXX historical market data
get
/money/treasury/interest_summary
Get WisdomTree fund interest summary
get
/money/treasury/spot_price
Get treasury fund spot price
get
/money/treasury/stacked_chart
Get WTGXX stacked principal/interest chart
get
/money/treasury/terms
Get WisdomTree terms acceptance state for group
post
/money/treasury/terms
Accept WisdomTree terms on behalf of the caller's group
get
/money/treasury/yield
Get treasury fund yield
get
/money/ustb/access_request
Get your open USTB request
post
/money/ustb/access_requests
Request USTB
get
/money/wire/instructions
Get the session group's wire-in instructions
post
/money/wire/offramp
Create 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_request
Get your open YLDS request
post
/money/ylds/access_requests
Request YLDS
notifications
14
onboarding
2
signup
5
post
/identity/sessions/current/heartbeat
Handler Auth Heartbeat
get
/money/automations
Handler List Automations
post
/money/automations
Handler Create Automation
get
/money/automations/runs
Handler 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}/disable
Handler Disable Automation
post
/money/automations/{id}/enable
Handler Enable Automation
get
/money/balances/series
Handler Get Balance Series
get
/money/market_data/price_series
Handler Get Symbol Price History
post
/money/ramp_fee_quotes
Create bank ramp fee quote
get
/money/ramp_fee_schedules/onramp
Get the business onramp fee schedule
money
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Changes to Get your open USTB request
get
/money/ustb/access_request
Nov 3, 2026
6f5456d6453c
Revision changes
info
endpoint added