Added

ACATS transfer endpoints (Beta) added to the Broker API

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 cusip for identifying securities; use symbol only when a CUSIP is unavailable, and supply one, not both.
  • The isin field on the ACATS asset schema is deprecated and will be removed on 2027-02-04. Use symbol or cusip instead.

Affected Endpoints

  • GET /v1beta1/acats
  • POST /v1beta1/acats/{account_id}
  • GET /v1beta1/acats/{account_id}
  • GET /v1beta1/acats/{account_id}/{acats_id}
  • GET /v1beta1/acats/{account_id}/{acats_id}/assets
  • GET /v1beta1/acats/contrabrokers