2026-03-16 — Documentation redesign
New- Redesigned documentation with dedicated sections: Get Started, Platform, Guides, API Reference, Changelog, and Resources
- Two quick start guides: Self-Directed Investing and Wealth Management
- Platform concept pages covering all core objects (Accounts, Wallets, Trading, Positions, Assets, Webhooks, etc.)
- Wealth Management documentation (Investor Profile, Risk Assessment, Financial Planning, Portfolios, Insights)
- Step-by-step integration guides for every workflow
- Error code reference and glossary
2025-06-15 — Initial API release
New- Account creation and management (individual, joint, corporate account types)
- KYC document upload and verification
- Bank account linking via Plaid
- ACH deposits and withdrawals
- Manual bank transfer deposits
- Trading: market, limit, stop, trailing stop orders
- Fractional and notional order support
- Position tracking with P&L
- Asset search and listing
- Market data: quotes, bars, snapshots, market status, calendar
- Webhook event notifications
- Wealth Management: investor profiles, risk assessments, goals, financial plans, portfolios, auto-invest, DRIP, insights, reports
- Sandbox environment with simulated trading and funding
- HTTP Basic Authentication with API Key:Secret
- Idempotency support for financial operations