Accounts

The Accounts API provides trading account information for partners. Accounts are the containers for positions, balances, and order history.

Accounts are created by KYC, not by a separate call. A trading account is provisioned automatically when a Retail Participant’s KYC verification is approved — there is no manual account-creation endpoint. See Onboard Participants for how KYC creates the Participant and Account together.

Endpoints

Method	Endpoint	Description	API reference
`GET`	`/v1/accounts`	List trading accounts	List accounts ↗

For participant identity, see Participants. The underlying identity endpoints are documented in the API reference: Get who am I ↗ (GET /v1/whoami) and List users ↗ (GET /v1/users).

Account Hierarchy

Partner (Firm)
└── Retail Participants (created via KYC)
    └── Accounts (auto-provisioned)
        └── Positions & Orders

Firm: Your partner organization
Retail Participants: Individual retail traders (created when KYC is approved)
Accounts: Trading accounts (automatically provisioned with the participant)

List Accounts

Returns the trading accounts available to the authenticated user.

Request

GET /v1/accounts

Optional query parameter:

user - Filter by user ID

Response

{
  "accounts": [
    "firms/ISV-Participant-Acme/accounts/user-123-trading",
    "firms/ISV-Participant-Acme/accounts/user-456-trading"
  ],
  "displayNames": [
    "John's Trading Account",
    "Jane's Trading Account"
  ]
}

Response Fields

Field	Type	Description
`accounts`	array	Account identifiers
`displayNames`	array	Human-readable account names (parallel array)

Participant vs Account

Entity	Description
Participant	A person with a verified identity (KYC). Created automatically on KYC approval.
Account	A trading account with balances and positions. Auto-provisioned with the participant.

A Retail Participant can have multiple accounts for different purposes (e.g., separate trading strategies).

Onboard Participants — How KYC creates the Participant and Account
Participants — Resolve who you can act for
KYC Verification — The participant onboarding process
Positions API — Check account balances and positions

Start Here

Partner Types & Eligibility

Get Connected

Onboard Participants

Funding

Monitor & Reconcile

Endpoints

Account Hierarchy

List Accounts

Request

Response

Response Fields

Participant vs Account

​Endpoints

​Account Hierarchy

​List Accounts

​Request

​Response

​Response Fields

​Participant vs Account

​Related guides

Endpoints

Account Hierarchy

List Accounts

Request

Response

Response Fields

Participant vs Account

Related guides