---
title: "Create Trade Allocation"
method: POST
path: "/managed/allocations"
tags: ["Trade Allocations"]
---

# Create Trade Allocation

`POST /managed/allocations`

Create a Trade Allocation.

## Request body

- AllocationRequest
  - `userID` string, required — The unique identifier of the registered investment advisors account.
  - `clientListID` string — An advisor created identifier for a specific allocation.
  - `note` string — A note for the type of allocation happening.
  - `orders` Order[], required — An array of objects that hold the specific order and allocation details.
    - `orderID` string — The orderID of a filled order being used in an allocation.
    - `allocations` Allocation[] — An array that holds relevant information about how and where to distribute securities from a recent order.
      - `accountID` string — The unique account identifier of the end user receiving an allocation.
      - `accountNo` string — The account number of the end user receiving an allocation.
      - `qty` string — The number of shares allocated to a users account.
      - `useClientFunds` boolean — True, if allocations should use client funds.
      - `comment` string — A note created by the RIA upon creating an allocation.

## Response `200`

Creating a Trade Allocation was Successful.

- AllocationResponse
  - `id` string — The unique allocation identifier associated to a specific allocation.

---

[API](https://skmtc.net/drivewealth/apis/authentication-apis.md) · [All operations](https://skmtc.net/drivewealth/apis/authentication-apis/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/drivewealth/authentication-apis/revisions/9fced6d0ac41/schema)