CGD has been added to the ActivityType enum. Capital Gain Distribution events now appear in activity feeds with this type.

Broker API

• GET /v1/accounts/activities
• GET /v1/accounts/activities/{activity_type}

Trading API

• GET /v2/account/activities
• GET /v2/account/activities/{activity_type}

Market Data API

Expands corporate actions support with new event types:

• Adds reorganization and partial_call to the supported corporate action types.
• Adds reorganizations and partial_calls arrays to the corporate actions response.
• Adds a sub_type field to cash_dividend events.

Affected Endpoints

• GET /v1/corporate-actions

Broker API

The Funding Status events stream now reports status changes for funding wallets, in addition to bank relationships, bank wires, and transfers.

• Adds FundingWallet as a valid entity type.
• Funding wallet events carry ACTIVE and PENDING statuses.

Affected Endpoints

• GET /v2/events/funding/status

Broker API

Adds a response_type parameter to the JIT reports endpoint. Reports return inline by default; set response_type=download_url to receive a temporary signed download URL, which is useful for large reports. A new JITReportDownloadURL schema describes this response.

Affected Endpoints

• GET /v1/transfers/jit/reports

Broker API

Adds support for opening an additional account for an existing account holder. A new primary_account_holder_id field is added to the account schema and account creation request.

• To open an additional account, supply primary_account_holder_id at the top level instead of contact/identity data. Supplying contact or identity alongside it returns HTTP 400.
• Only account_type of trading and ira are supported via this flow.
• The referenced primary account holder must be eligible to open an additional account, otherwise the request returns HTTP 400.
• primary_account_holder_id is read-only after the account is created. Omitting it or supplying the existing value is a no-op; supplying a different value returns HTTP 400.

Affected Endpoints

• POST /v1/accounts
• PATCH /v1/accounts/{account_id}
• GET /v1/accounts/{account_id}
• GET /v1/accounts

Fixes the documented status value for whitelisted crypto funding addresses. After the 24-hour waiting period, a whitelisted address moves to APPROVED (previously documented as ACTIVE). The status field returns either APPROVED or PENDING.

Broker API

• POST /v1/accounts/{account_id}/wallets/whitelists
• GET /v1/accounts/{account_id}/wallets/whitelists

Trading API

• POST /v2/wallets/whitelists
• GET /v2/wallets/whitelists
• POST /v2/perpetuals/wallets/whitelists
• GET /v2/perpetuals/wallets/whitelists

Broker API

Adds an endpoint to read fully paid securities lending (FPSL) loan analytics for an account.

• Accepts either a sub-account UUID or an OmniSub master account UUID in the path.
• Optional start (inclusive) and end (exclusive) query parameters scope the reporting window; both default to the current month-to-date in New York time.
• Returns lending activity counts and an interest breakdown.

Affected Endpoints

• GET /v1/fpsl/analytics/{account_id}/loans

Broker API

Adds IPO support to the Broker API:

• List IPO offerings with availability and ticker filters, and retrieve a single offering by its offering_reference.
• A new SSE stream for IPO offering lifecycle events.
• A new ipo value on the asset class enum for IPO indications of interest. IPO indications are notional-only (notional required, qty omitted), buy-side, market type, and gtc time in force, and can be submitted, replaced, and canceled through the order endpoints while the offering is open.

Affected Endpoints

• GET /v2/events/ipos
• GET /v1/ipos
• GET /v1/ipos/{offering_reference}
• POST /v1/trading/accounts/{account_id}/orders
• PATCH /v1/trading/accounts/{account_id}/orders/{order_id}

Trading API

Adds a new ipo value on the asset class enum for IPO indications of interest. IPO indications are notional and can be submitted and replaced through the order endpoints by providing a notional value; qty and notional remain mutually exclusive on a single replace request. Non-IPO notional orders still cannot be replaced.

Affected Endpoints

• POST /v2/orders
• PATCH /v2/orders/{order_id}
• GET /v2/orders
• GET /v2/orders/{order_id}

Broker API

Documents the success response for canceling a transfer as 200 instead of 204. The endpoint now returns a response body on success.

Affected Endpoints

• DELETE /v1/accounts/{account_id}/transfers/{transfer_id}

Broker API

Corrects the TimeInForce description on the order schema to clarify that the cls, ioc, and fok time-in-force values are supported. Equity trading supports day, gtc, opg, cls, ioc, and fok.

Affected Endpoints

• POST /v1/trading/accounts/{account_id}/orders
• PATCH /v1/trading/accounts/{account_id}/orders/{order_id}
• GET /v1/trading/accounts/{account_id}/orders
• GET /v1/trading/accounts/{account_id}/orders/{order_id}
• GET /v1/trading/accounts/{account_id}/orders:by_client_order_id
• DELETE /v1/trading/accounts/{account_id}/orders
• POST /v1/trading/accounts/{account_id}/orders/estimation
• DELETE /v1/trading/accounts/{account_id}/positions
• DELETE /v1/trading/accounts/{account_id}/positions/{symbol_or_asset_id}
• GET /v1/rebalancing/runs
• GET /v1/rebalancing/runs/{run_id}
• GET /v1/events/trades
• GET /v2/events/trades