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Accounts API

The Accounts API provides user and account management capabilities for partners managing retail traders.
Partner APIThis API is primarily used by partners who are building trading platforms for retail users. Direct trading partners typically don’t need these endpoints.

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Endpoints

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Account Hierarchy

  • Firm: Your partner organization
  • Users: Individual retail traders on your platform
  • Accounts: Trading accounts belonging to users

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User vs Account

A user can have multiple accounts (e.g., for different strategies or purposes).

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Common Use Cases

  1. User onboarding - Create accounts for new users after KYC
  2. Account lookup - Get account details for display
  3. Multi-account management - List and manage user accounts