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GET
/
accounts
List all user accounts
curl --request GET \
  --url https://service.bluumfinance.com/v1/accounts \
  --header 'Authorization: Basic <encoded-value>'
[
  {
    "id": "3d0b0e65-35d3-4dcd-8df7-10286ebb4b4b",
    "account_number": "968430933",
    "status": "ACTIVE",
    "crypto_status": null,
    "currency": "USD",
    "balance": "1000.00",
    "last_equity": "5000.00",
    "created_at": "2025-10-18T01:08:46.263583Z",
    "contact": {
      "email_address": "john.doe@example.com",
      "phone_number": "+15555555555",
      "street_address": [
        "123 Main St"
      ],
      "local_street_address": null,
      "city": "Berkeley",
      "state": "CA",
      "postal_code": "94704",
      "country": "US"
    },
    "identity": {
      "first_name": "John",
      "last_name": "Doe",
      "date_of_birth": "1980-01-01",
      "country_of_citizenship": "US",
      "country_of_birth": "US",
      "party_type": "natural_person",
      "tax_id_type": "SSN",
      "country_of_tax_residence": "US",
      "funding_source": [
        "employment_income"
      ]
    },
    "disclosures": {
      "is_control_person": false,
      "is_affiliated_exchange_or_finra": false,
      "is_affiliated_exchange_or_iiroc": null,
      "is_politically_exposed": false,
      "immediate_family_exposed": false,
      "is_discretionary": false
    },
    "agreements": [],
    "account_type": "individual",
    "management_type": "self_directed",
    "tax_advantaged": false,
    "tax_designation": null,
    "trading_type": "cash",
    "trading_configurations": null,
    "enabled_assets": [
      "us_equity"
    ],
    "portfolios": []
  }
]

Documentation Index

Fetch the complete documentation index at: https://docs.bluumfinance.com/llms.txt

Use this file to discover all available pages before exploring further.

Authorizations

​
Authorization
string
header
required

HTTP Basic Authentication using the API Key as username and API Secret as password.

Response

A list of the user's investment accounts

​
id
string<uuid>

Unique identifier for the account.

Example:

"3d0b0e65-35d3-4dcd-8df7-10286ebb4b4b"

​
account_number
string | null

Brokerage account number (null until custodian account is provisioned).

Example:

"968430933"

​
status
enum<string>

Current status of the account.

Available options:
ACTIVE,
INACTIVE,
SUSPENDED,
CLOSED
Example:

"ACTIVE"

​
crypto_status
enum<string> | null

Status of crypto trading capabilities.

Available options:
ACTIVE,
INACTIVE,
SUSPENDED
Example:

null

​
currency
string

Primary currency of the account.

Example:

"USD"

​
balance
string

Current wallet balance (formatted string).

Example:

"0.00"

​
last_equity
string

Last recorded equity value (wallet balance + positions value).

Example:

"0"

​
created_at
string<date-time>

Timestamp when the account was created.

Example:

"2025-10-18T01:08:46.263583Z"

​
contact
object
​
identity
object
​
disclosures
object
​
agreements
object[]

Legal agreements signed by the account holder.

​
account_type
enum<string>

The ownership structure of the investment account.

  • individual — Personal investment account owned by a single person.
  • joint — Shared investment account owned by two or more individuals with equal rights.
  • corporate — Business investment account held by a registered corporation or LLC.
Available options:
individual,
joint,
corporate
Example:

"individual"

​
management_type
enum<string>

The advisory relationship for this account.

  • self_directed — No advisory relationship. The client trades independently.
  • advised — The account has an advisory relationship.
Available options:
self_directed,
advised
Example:

"self_directed"

​
tax_advantaged
boolean

Whether this account has tax-advantaged status.

Example:

false

​
tax_designation
string | null

Jurisdiction-specific tax designation (e.g., traditional_ira, roth_ira, isa, rrsp).

Example:

null

​
trading_type
enum<string> | null

The type of trading account (from custodian).

Available options:
margin,
cash
Example:

null

​
trading_configurations
object

Trading configuration settings.

Example:

null

​
enabled_assets
enum<string>[]

Asset classes enabled for trading on this account.

Available options:
us_equity,
us_option,
crypto,
bonds,
etf,
mutual_funds
Example:
["us_equity"]
​
portfolios
object[]

Portfolios associated with the account.

​
compliance_checks
object[] | null

Compliance verification checks initiated during account creation. Only present on the create response. Each check may be synchronous (completed immediately) or asynchronous (requiring user action via verification_url or verification_token).