Account Structure

Accounts and Subaccounts

Each account has a unique AccountId (integer) and AccountNumber (string). Accounts can contain subaccounts for position/cash segregation within a parent account.

GET /accounts

Account Types

Accounts are classified by type (e.g., Individual, Joint, Corporate, IRA) which determines available features and regulatory requirements.

Trading Levels

Trading levels control what order types an account can place (e.g., stocks only, options with covered calls, full options). To request a trading level change:

POST /accounts/{AccountId}/trading-level

Trading level changes require admin approval.

Account Groups and Branches

Accounts can belong to organizational groups and branches for reporting and management purposes. These are managed via the admin API.