Account Opening & MaintenanceThis API allows users to open an account, update an account, and close an account.Supported Account Types:IndividualJoint
Real Time BalancesThis API displays real time balances of securities and security lending. This allows the user to view changes throughout the day as the market fluctuates.Supported Balances:FPL (Fully Paid Lending)EquityMarginMutual FundsOptions
Cash TransfersThis API allows ACH cash transfers from one account to another.It allows the user to:Send and receive an ACH transfer. Control amount of money that the account can transfer in settingsCheck if the accounts are validSee the activity of the account for ACH’s. See the status of the ACH as it progresses from stage to stage in the process.Attach a message for an ACH transfer
Terms and ConditionsProvides different legal documents for terms and or conditions.Includes:Account OpeningCustomer AgreementFPL AgreementMargin AgreementOptions Agreement