v1

latestOpenAPI 3.0.22026-07-24113565544.0 KB

Trade Allocations

Create Trade Allocation

Create a Trade Allocation.

post/managed/allocations

Request body

userIDstring required

The unique identifier of the registered investment advisors account.

clientListIDstring

An advisor created identifier for a specific allocation.

notestring

A note for the type of allocation happening.

Example request

{
  "userID": "66304da9-3h6f-2234-935f-ac6b7933d706",
  "clientListID": "SUMS_CUSTOM_ALLOCATION_TEST",
  "note": "Allocating via api allocation test",
  "orders": [
    {
      "orderID": "JL.562f3719-7c8f-50ee-b234-db7775715a99",
      "allocations": [
        {
          "accountID": "cc07f91b-7ee1-4868-b8fc-823c70a1b932.1407775317759",
          "accountNo": "ZYXC000008",
          "qty": "27",
          "useClientFunds": true,
          "comment": "Suds boapi test to 1st"
        }
      ]
    }
  ]
}

Response

Creating a Trade Allocation was Successful.

idstring

The unique allocation identifier associated to a specific allocation.

Example response

{
  "id": "JL.allocation.SomeRIACompany.9d6def3b-14d7-4934-8a64-57d443e67ce6"
}