Added
ACATS transfer endpoints (Beta) added to the Broker API
August 26th, 2026
Broker API
Adds Beta ACATS endpoints for initiating and tracking incoming account transfers, along with their supporting schemas.
- Initiate an incoming transfer with contra account details, equities, and cash balance instructions.
- List transfers across accounts or for a single account, with paging and sort direction.
- Retrieve a single transfer, including status, DTCC status and transfer type, direction, account type, and rejection details.
- List the assets and positions associated with a transfer.
- List available contra brokers and their types.
- On the ACATS equity request schema, prefer
cusipfor identifying securities; usesymbolonly when a CUSIP is unavailable, and supply one, not both. - The
isinfield on the ACATS asset schema is deprecated and will be removed on 2027-02-04. Usesymbolorcusipinstead.
Affected Endpoints
GET /v1beta1/acatsPOST /v1beta1/acats/{account_id}GET /v1beta1/acats/{account_id}GET /v1beta1/acats/{account_id}/{acats_id}GET /v1beta1/acats/{account_id}/{acats_id}/assetsGET /v1beta1/acats/contrabrokers