List accounts for a connection (discriminated union)
Experimental and subject to change without notice.
Returns the accounts that belong to the specified connection for the authenticated user, using the kind-discriminated account shape.
Each item in the response carries a kind field (investment, deposit, and line_of_credit are implemented) that determines which additional fields are present -- see the ConnectionAccount schema.
On Pay as you Go / Real-time, this endpoint refreshes each account's opening date and total net value (net_value) live from the institution on each call, along with funding date for investment accounts.
On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the manual refresh endpoint.
Check your API key on the Customer Dashboard billing page to see whether your plan includes real-time data.
Path parameters
Unique identifier for the connection (brokerage_authorization_id). This is the UUID used to reference the connection in SnapTrade.
Query parameters
SnapTrade User ID. This is chosen by the API partner and can be any string that is a) unique to the user, and b) immutable for the user. It is recommended to NOT use email addresses for this property because they are usually not immutable.
SnapTrade User Secret. This is a randomly generated string and should be stored securely. If compromised, please rotate it via the rotate user secret endpoint.
Response
OK
Example response
[
{
"kind": "investment",
"id": "917c8734-8470-4a3e-a18f-57c3f2ee6631",
"connection_id": "87b24961-b51e-4db8-9226-f198f6518a89",
"display_name": "Robinhood Individual",
"number": "****8443",
"institution_account_id": "54953432",
"institution_id": "b6e1a9f0-6e2a-4c37-9b0a-6f1e2d3c4b5a",
"opening_date": "2024-07-20T09:30:00.000000Z",
"funding_date": "2024-07-25T12:00:00.000000Z",
"sync_status": {
"transactions": {
"initial_sync_completed": true,
"last_successful_sync": "2022-01-24",
"first_transaction_date": "2022-01-24"
},
"orders": "2024-06-28 18:42:46.561408+00:00",
"positions": "2024-06-28 18:42:46.561408+00:00",
"balances": "2024-06-28 18:42:46.561408+00:00"
},
"raw_type": "Margin",
"net_value": {
"amount": 84213.55,
"currency": "USD"
}
}
]