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Added

ACATS transfer endpoints (Beta)

August 26th, 2026

Broker API

Adds Beta ACATS endpoints for initiating and tracking incoming account transfers, along with an ACATS tag in the API reference.

  • Initiate an incoming transfer for an account, specifying contra account details, equities, and cash balances.
  • List transfers firm-wide or for a single account, with paging via page_token and sortable results.
  • Retrieve a single transfer, including status, DTCC status and transfer type, direction, account type, and rejection details.
  • List the assets attached to a transfer.
  • List available contra brokers and their type.

On AcatsEquity, prefer cusip when identifying a security; use symbol only when a CUSIP is unavailable, and send one identifier rather than both.

The isin field on the asset schema is deprecated as of 2026-08-04 and will be removed on 2027-02-04. Use symbol or cusip instead; isin is returned on all assets only for backward compatibility while consumers migrate.

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