Added
New "trade_marker" field on rebalancing subscriptions
November 12th, 2026
Broker API
Adds the optional trade_marker field to the rebalancing subscription create request and to the subscription object.
- Omitting
trade_markermeansdiscretionary. A discretionary subscription is rejected with422unless the correspondent's advisor is marked discretionary. - Send
unsolicitedto create a subscription without that advisor flag. - Subscriptions created before trade markers return
trade_marker: null, and their orders stay unmarked. - Adds
rebalancing_discretion_not_authorizedandrebalancing_invalid_trade_markererror examples, and marksid,account_id,portfolio_id,created_at, andtrade_markeras required on the subscription response schema.
Affected Endpoints
POST /v1/rebalancing/subscriptionsGET /v1/rebalancing/subscriptionsGET /v1/rebalancing/subscriptions/{subscription_id}