Added

DRIP setting on Broker accounts

Broker API

Adds a drip setting to Broker accounts for dividend reinvestment.

  • drip.equities_dividend_reinvestments is accepted on account creation and account updates. Omit drip to leave the current setting unchanged.
  • drip is returned on the account response once DRIP has been enabled at least once.
  • Enabling DRIP requires a signed customer agreement at the required revision, either already on the account or submitted in the same request; otherwise the request returns HTTP 422.
  • Enabling DRIP on donor_advised, trust, omnibus_sub, and omnibus_non_disclosed accounts returns HTTP 422. Disabling it is accepted.
  • This feature is available in sandbox for beta partners only.

Affected Endpoints

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